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 (+2,04%)
$CVX (+0,47%)
$XOM (+0,95%)
$RIO (-0,58%)

Insurers & reinsurers:

Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,06%)
$SREN (-0,08%)
$SLHN (+1,3%)
$HNR1 (+0%)
$MUV2 (+0,09%)

Finance & payment transactions:

Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,15%)
$BRO (+0,01%)
$MMC (-0,72%)
$V (+0,05%)
$MA (-0,01%)

Technology & data:

Alphabet 👀, NVIDIA ❌ , Palantir ❌,

Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀

Alibaba ✅ $BABA (+3,86%)
$9888 (+2,77%)
$AAPL (+0,3%)
$GOOGL (+1,25%)
$PLTR (+2,84%)
$NVDA (+1,16%)

Health & consumption:

Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,46%)
$NOVO B (-0,39%)
$ZTS (+0,7%)
$KO (-1,23%)
$WMT (-0,47%)

Automotive & Mobility:

BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+1,82%)
$BMW (+0,54%)
$MBG (+0,83%)

Cryptos

• XRP ✅ $XRP (+1,91%)
• 
  RENDER ✅ $RENDER (+2,32%)
• 
  Bitcoin (BTC) ❌ $BTC (+1,76%)
• 
  Solana (SOL) ✅ $SOL (+3,11%)
• 
  Ethereum (ETH) ❌ $ETH (+3,33%)

For the weekend

Strategy remains: Patience, discipline and an eye for opportunities.

📈🌾

Keep going, keep going. Thank you Donald @trump for giving us such opportunities. 😎

Shout out to @Simpson

Valuation still quite high despite the price drop, but sometimes you don't do anything.

Beat the S&P500 Challenge

I have been thinking about which stocks I could use to beat the S&P500 index.

After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉

The portfolio will contain the following shares:

$AME (+2,22%)

$APH (+5,1%)

$ANET

$AJG (+0,7%)

$CMG (+0,45%)

$FIX (+23,7%)

$EME (+5,03%)

$IT (-0,28%)

$HUBB (+2,19%)

$INTU (-0,48%)

$KAI (+0%)

$KLAC (+3,29%)

$MMC (-0,72%)

$MEDP (-9,17%)

$MOH (-0,27%)

$RSG (-0,05%)

$SNPS (+0,03%)

$URI (-7,19%)

$VRTX (-2,32%)

$GWW (-0,48%)

I know that it will be difficult to beat the S&P500, but I still want to try...