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 (+0,38%)
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 (+1,56%)
$CVX (-0,22%)
$XOM (+1,44%)
$RIO (+0,98%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,25%)
$SREN (+0,49%)
$SLHN (+0,09%)
$HNR1 (-0,35%)
$MUV2 (-0,34%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,04%)
$BRO (+1,3%)
$MMC (+0,7%)
$V (+1,69%)
$MA (+0,75%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (+1,51%)
$AAPL (+0,13%)
$GOOGL (-0,68%)
$PLTR (-4,08%)
$NVDA (-0,25%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,75%)
$NOVO B (+1,01%)
$ZTS (+0,39%)
$KO (+0,79%)
$WMT (+0,71%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-2,42%)
$BMW (-0,97%)
$MBG (+0,6%)
Cryptos
- XRP ✅ $XRP (+1,09%)
RENDER ✅ $RENDER (+0,39%)
Bitcoin (BTC) ❌ $BTC (+1,55%)
Solana (SOL) ✅ $SOL (+0,93%)
Ethereum (ETH) ❌ $ETH (+1,29%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾