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 (+0,12%)
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 (+1,54%)
$CVX (+0,78%)
$XOM (+0,85%)
$RIO (+1,89%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,21%)
$SREN (-0,36%)
$SLHN (+0,13%)
$HNR1 (+0,15%)
$MUV2 (+0,31%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0%)
$BRO (+0,02%)
$MMC (+0,08%)
$V (-0,03%)
$MA (+0,49%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+0,55%)
$9888 (+2,5%)
$AAPL (+0,2%)
$GOOGL (+0,03%)
$PLTR (+0,49%)
$NVDA (-0,15%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,31%)
$NOVO B (+1,33%)
$ZTS (-0,41%)
$KO (+0,19%)
$WMT (+0,34%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,29%)
$BMW (+0,23%)
$MBG (-0,62%)
Cryptos
- XRP ✅ $XRP (-1,2%)
RENDER ✅ $RENDER (-1,17%)
Bitcoin (BTC) ❌ $BTC (-0,91%)
Solana (SOL) ✅ $SOL (-1,54%)
Ethereum (ETH) ❌ $ETH (-1,36%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
