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 (-0,61%)
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 (+0,47%)
$CVX (+0,67%)
$XOM (+0,91%)
$RIO (+0,31%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,25%)
$SREN (+0,27%)
$SLHN (-1,73%)
$HNR1 (-0,08%)
$MUV2 (-0,15%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0%)
$BRO (+0,85%)
$MMC (+0,28%)
$V (-0,08%)
$MA (+0,24%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3,41%)
$AAPL (-0,02%)
$GOOGL (-0,1%)
$PLTR (-1,82%)
$NVDA (-2,97%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+1,18%)
$NOVO B (-0,2%)
$ZTS (+1,55%)
$KO (+0,55%)
$WMT (-0,07%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1,12%)
$BMW (-0,12%)
$MBG (-0,3%)
Cryptos
- XRP ✅ $XRP (-3,65%)
RENDER ✅ $RENDER (-3,54%)
Bitcoin (BTC) ❌ $BTC (-2,51%)
Solana (SOL) 👀 $SOL (-1,95%)
Ethereum (ETH) ❌ $ETH (-3,18%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
