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 (+1,93%)
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 (-0,37%)
$CVX (-2,41%)
$XOM (-3,08%)
$RIO (+2,63%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,49%)
$SREN (+2,09%)
$SLHN (+1,76%)
$HNR1 (+1,21%)
$MUV2 (+1,12%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,91%)
$BRO (-0,82%)
$MMC (+0,22%)
$V (-1,36%)
$MA (-0,49%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-2,35%)
$9888 (-0,99%)
$AAPL (+0,87%)
$GOOGL (+0,28%)
$PLTR (+1,36%)
$NVDA (+2,16%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,34%)
$NOVO B (+2,7%)
$ZTS (-0,24%)
$KO (-1,52%)
$WMT (-0,19%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+3,99%)
$BMW (+1,05%)
$MBG (+2,33%)
Cryptos
- XRP ✅ $XRP (+0,22%)
RENDER ✅ $RENDER (-0,82%)
Bitcoin (BTC) ❌ $BTC (-0,04%)
Solana (SOL) ✅ $SOL (+0,04%)
Ethereum (ETH) ❌ $ETH (-0,32%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
