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 (+0,3%)
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 (-0,5%)
$CVX (+0,34%)
$XOM (+0,23%)
$RIO (+1,79%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,83%)
$SREN (-2,05%)
$SLHN (-0,64%)
$HNR1 (-0,9%)
$MUV2 (-2%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,13%)
$BRO (-0,59%)
$MMC (-0,39%)
$V (+0,14%)
$MA (+0,23%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,53%)
$9888 (-2,66%)
$AAPL (+0,38%)
$GOOGL (+0,01%)
$PLTR (-0,35%)
$NVDA (-1,88%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,33%)
$NOVO B (+1,04%)
$ZTS (+1,8%)
$KO (+0,24%)
$WMT (-0,14%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,31%)
$BMW (-0,91%)
$MBG (+0,11%)
Cryptos
- XRP ✅ $XRP (-0,63%)
RENDER ✅ $RENDER (-2,66%)
Bitcoin (BTC) ❌ $BTC (-0,69%)
Solana (SOL) ✅ $SOL (-0,99%)
Ethereum (ETH) ❌ $ETH (-0,48%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
