A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.
✅ = already available
👀 = on the watchlist, interesting in terms of price soon
❌ = not yet interesting in terms of price at present
ETF selection
- FTSE All World ✅ = Global basis, broadly diversified. $VWRL (+0,26%)
MSCI World Tech ✅ = Focus on innovative technology stocks.- Defense USD 👀 = Stability through defense and security.
- FTSE High Dividend 👀 = Dividend-oriented addition.
Single stock focus
Energy & commodities:
Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (+0,1%)
$CVX (+1,06%)
$XOM (+0,68%)
$RIO (+0,56%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,57%)
$SREN (-3,32%)
$SLHN (-0,65%)
$HNR1 (-3,72%)
$MUV2 (-6,79%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,36%)
$BRO (+1,34%)
$MMC (+0,59%)
$V (+1,09%)
$MA (+0,9%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-1,11%)
$AAPL (+1,6%)
$GOOGL (+2,39%)
$PLTR (+2,9%)
$NVDA (+0,69%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+1,62%)
$NOVO B (+3,05%)
$ZTS (-0,36%)
$KO (+0,67%)
$WMT (+1,48%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+3,9%)
$BMW (+1,15%)
$MBG (+2,18%)
Cryptos
- XRP ✅ $XRP (+2,55%)
RENDER ✅ $RENDER (+3,71%)
Bitcoin (BTC) ❌ $BTC (-0,35%)
Solana (SOL) 👀 $SOL (+2,06%)
Ethereum (ETH) ❌ $ETH (+2,32%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾