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 (+0,25%)
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 (+0,73%)
$CVX (+0,45%)
$XOM (+0,22%)
$RIO (+0,58%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,05%)
$SREN (-0,07%)
$SLHN (-0,14%)
$HNR1 (-0,16%)
$MUV2 (-0,02%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,1%)
$BRO (+0,29%)
$MMC (+0,35%)
$V (+0,49%)
$MA (+0,37%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,77%)
$9888 (-0,95%)
$AAPL (+0,27%)
$GOOGL (+0,19%)
$PLTR (-0,3%)
$NVDA (+0,56%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+0,3%)
$NOVO B (-0,88%)
$ZTS (+0,28%)
$KO (-0,01%)
$WMT (+0,42%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,3%)
$BMW (+0,15%)
$MBG (+0,12%)
Cryptos
- XRP ✅ $XRP (-2,23%)
RENDER ✅ $RENDER (-2,14%)
Bitcoin (BTC) ❌ $BTC (-2,66%)
Solana (SOL) ✅ $SOL (-1,91%)
Ethereum (ETH) ❌ $ETH (-1,9%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
