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 (+0,55%)
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 (-0,44%)
$CVX (-0,6%)
$XOM (+0,15%)
$RIO (+1,09%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+2,41%)
$SREN (+1,95%)
$SLHN (+0,25%)
$HNR1 (+1,16%)
$MUV2 (+0,97%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,59%)
$BRO (+0,68%)
$MMC (+0,7%)
$V (+0,03%)
$MA (-1,06%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (-0,52%)
$AAPL (+0,92%)
$GOOGL (-0,12%)
$PLTR (+0,99%)
$NVDA (+2,25%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,16%)
$NOVO B (+1,42%)
$ZTS (+0,73%)
$KO (-0,66%)
$WMT (-0,03%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,88%)
$BMW (-5,4%)
$MBG (-0,62%)
Cryptos
- XRP ✅ $XRP (-0,01%)
RENDER ✅ $RENDER (+0,12%)
Bitcoin (BTC) ❌ $BTC (+0,05%)
Solana (SOL) ✅ $SOL (+0,36%)
Ethereum (ETH) ❌ $ETH (+0,05%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
