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 (-0,56%)
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 (+0,13%)
$CVX (-0,06%)
$XOM
$RIO (+1,08%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,74%)
$SREN (+1,27%)
$SLHN (+1,17%)
$HNR1 (+0,74%)
$MUV2 (+0,98%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,31%)
$BRO (-0,41%)
$MMC (-0,59%)
$V (-0,15%)
$MA (-0,1%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-2,37%)
$9888 (-5,9%)
$AAPL (+0,78%)
$GOOGL (-1,27%)
$PLTR (+0,92%)
$NVDA (-1,26%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,03%)
$NOVO B (+1,09%)
$ZTS (+0,74%)
$KO (+0,34%)
$WMT (+0,78%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,82%)
$BMW (+2,1%)
$MBG (+1,66%)
Cryptos
- XRP ✅ $XRP (-0,87%)
RENDER ✅ $RENDER (-0,14%)
Bitcoin (BTC) ❌ $BTC (-1,04%)
Solana (SOL) ✅ $SOL (-0,47%)
Ethereum (ETH) ❌ $ETH (-1,1%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
