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 (+0,34%)
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 (-0,29%)
$CVX (-0,25%)
$XOM (-0,58%)
$RIO (+0,5%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1,19%)
$SREN (+1,79%)
$SLHN (+1,55%)
$HNR1 (+1,31%)
$MUV2 (+1,16%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,04%)
$BRO (+2,32%)
$MMC (+1,37%)
$V (+1,31%)
$MA (+1,94%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-1,81%)
$9888 (-0,41%)
$AAPL (+2,17%)
$GOOGL (+4,6%)
$PLTR (-2,17%)
$NVDA (-1,28%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,96%)
$NOVO B (-0,88%)
$ZTS (+2,1%)
$KO (+2,13%)
$WMT (-0,42%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-1,17%)
$BMW (+2,24%)
$MBG (+2,39%)
Cryptos
- XRP ✅ $XRP (-6,89%)
RENDER ✅ $RENDER (-13,08%)
Bitcoin (BTC) ❌ $BTC (-5,51%)
Solana (SOL) ✅ $SOL (-8,45%)
Ethereum (ETH) ❌ $ETH (-6,47%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
