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 (+0,49%)
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 (+0,28%)
$CVX (-0,32%)
$XOM (-0,56%)
$RIO (-1,95%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,59%)
$SREN (-0,97%)
$SLHN (-1,03%)
$HNR1 (+0,62%)
$MUV2 (+0,58%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+1,25%)
$BRO (+1%)
$MMC (+0,54%)
$V (-0,13%)
$MA (+0,78%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (-1,61%)
$AAPL (+0,01%)
$GOOGL (+0,66%)
$PLTR (+4,33%)
$NVDA (+3,52%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (-0,06%)
$NOVO B (+5,85%)
$ZTS (+0,81%)
$KO (-0,01%)
$WMT (+0,15%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,59%)
$BMW (+0,25%)
$MBG (+1,33%)
Cryptos
- XRP ✅ $XRP (+3,07%)
RENDER ✅ $RENDER (+5,02%)
Bitcoin (BTC) ❌ $BTC (+1,85%)
Solana (SOL) 👀 $SOL (+4,69%)
Ethereum (ETH) ❌ $ETH (+1,65%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
