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 (+0,11%)
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 (+0,36%)
$XOM (+0,9%)
$RIO (+1%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+1,23%)
$SREN (+0,8%)
$SLHN (+0,32%)
$HNR1 (+0,27%)
$MUV2 (+0,36%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+3,57%)
$BRO (+1,08%)
$MMC (+1,07%)
$V (+1,4%)
$MA (+0,74%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3,52%)
$AAPL (+1,33%)
$GOOGL (-1,33%)
$PLTR (-1,34%)
$NVDA (-1,16%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+4,23%)
$NOVO B (+1,85%)
$ZTS (+1,51%)
$KO (-0,55%)
$WMT (-2,81%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,68%)
$BMW (+0,98%)
$MBG (+0,31%)
Cryptos
- XRP ✅ $XRP (+1,75%)
RENDER ✅ $RENDER (-0,53%)
Bitcoin (BTC) ❌ $BTC (+0,59%)
Solana (SOL) 👀 $SOL (+4,06%)
Ethereum (ETH) ❌ $ETH (+0,68%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾