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 (-1,44%)
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 (+0,46%)
$CVX (+0,29%)
$XOM (+1,06%)
$RIO (-0,14%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-2,53%)
$SREN (-1,39%)
$SLHN (-1,97%)
$HNR1 (-4,1%)
$MUV2 (-2,16%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,34%)
$BRO (+0,33%)
$MMC (+4,24%)
$V (+1,12%)
$MA (+1,92%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-1,76%)
$9888 (-4,07%)
$AAPL (+0,2%)
$GOOGL (-1,49%)
$PLTR (-2,26%)
$NVDA (-2,13%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,36%)
$NOVO B (-1,89%)
$ZTS (-0,18%)
$KO (-0,81%)
$WMT (-1,58%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-2,4%)
$BMW (-2,71%)
$MBG (-2,37%)
Cryptos
- XRP ✅ $XRP (-0,21%)
RENDER ✅ $RENDER (-1,14%)
Bitcoin (BTC) ❌ $BTC (-0,16%)
Solana (SOL) ✅ $SOL (+0,1%)
Ethereum (ETH) ❌ $ETH (-0,12%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
