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 (+0,36%)
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 (+0,46%)
$CVX (+1,52%)
$XOM (+1,02%)
$RIO (+0,87%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,37%)
$SREN (-3,12%)
$SLHN (-0,4%)
$HNR1 (-3,72%)
$MUV2 (-6,53%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-1,04%)
$BRO (+1,13%)
$MMC (+0%)
$V (+1,4%)
$MA (+1,93%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-0,2%)
$AAPL (+4,43%)
$GOOGL (+2,2%)
$PLTR (+2,73%)
$NVDA (+0,8%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+2,39%)
$NOVO B (+4,36%)
$ZTS (+0,33%)
$KO (-0,02%)
$WMT (+0,93%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,43%)
$BMW (+1,08%)
$MBG (+2,57%)
Cryptos
- XRP ✅ $XRP (+1,39%)
RENDER ✅ $RENDER (+4,52%)
Bitcoin (BTC) ❌ $BTC (-0,38%)
Solana (SOL) 👀 $SOL (+3,4%)
Ethereum (ETH) ❌ $ETH (+4,53%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
