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 (+0,09%)
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 (+0,01%)
$CVX (+4,28%)
$XOM (+1,86%)
$RIO (-6,16%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,22%)
$SREN (-0,44%)
$SLHN (-0,89%)
$HNR1 (+0,5%)
$MUV2 (+0,29%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,11%)
$BRO (+0,6%)
$MMC (+0,78%)
$V (+0,03%)
$MA (+0,92%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-1,51%)
$9888 (-1,82%)
$AAPL (+0,68%)
$GOOGL (+0,9%)
$PLTR (-2,21%)
$NVDA (+0,21%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,86%)
$NOVO B (+0,66%)
$ZTS (+3,61%)
$KO (+3,01%)
$WMT (+2,29%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+3,79%)
$BMW (-0,31%)
$MBG (+0,41%)
Cryptos
- XRP ✅ $XRP (+0,33%)
RENDER ✅ $RENDER (-0,08%)
Bitcoin (BTC) ❌ $BTC (-0,18%)
Solana (SOL) ✅ $SOL (-0,5%)
Ethereum (ETH) ❌ $ETH (-2,56%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
