(This is not investment advice!)

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$GEV (-3,7%)

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$006400
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$N1CL34
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$PUM (+2,97%)
$CVX (+0,25%)

At 63, I continue to invest in stocks and future technologies. However, my portfolio looks slightly different today than it did a few months ago, as my need for security has increased.

Erratic U.S. politics, a steadily rising national debt, and increasing geopolitical tensions have changed the landscape for me. The stock market feels less predictable. Political decisions can shake up entire industries within a matter of hours. I’ve responded to this by safety net.

My portfolio now consists of three segments with clearly distinct roles:

The CORE 🥑 63.7% (higher security)

Nearly 64% of my portfolio now makes up the stable core. This includes the VanEck Morningstar Developed Markets Dividend Leaders, the Vanguard FTSE All-World (Dist), the iShares STOXX Global Select Dividend 100, and EUWAX Gold II.

The global equity ETFs provide diversification and regular distributions. Gold complements the Core as an additional hedge. Dividends continue to play an important role for me, accounting for 63%. I want to build up a growing supplemental pension over the coming years while maintaining a core that is as stable as possible.

SATELLITE 1 🛰️ 23.7% (medium risk)

This is where I invest in opportunities with moderate risk. These include established companies such as NVIDIA, TSMC, Apple, and UniCredit. I’ve also added my NGT anchor stocks, such as Lam Research $LRCX (-3,73%) , ATI $ATI (+0,17%) , and GE Vernova $GEV (-3,7%) , two thematic ETFs for quantum computing $QNTM (-1,17%) and biotechnology $GNOM , as well as the wikifolio “Silent Winners” $STWINNER (-0,89%). NGT stands for Next-Gen Technologies.

This segment is intended to create additional return opportunities while offering greater stability than my smaller NGT companies. The NGT anchor holdings, in particular, play a key role here. They allow me to maintain targeted exposure to structural technological bottlenecks through companies whose business models are already significantly more established.

SATELLITE 2 🚀 12.6% (lower risk)

This segment can be significantly more speculative. It consists exclusively of my NGT Steady Scouts (e.g., $BE) (-5,2%) and Rocket Scouts (e.g., $RKLB) (-1,71%). The Steady Scouts currently account for 10.8% of my total portfolio. The significantly more speculative Rocket Scouts account for just 1.8%. This ensures that this portion remains large enough to make a noticeable contribution in the event of successful investments. At the same time, its impact on my total assets remains limited.

NGT remains ♟️

My conviction in NGT and the DIBS strategy has not fundamentally changed. I continue to invest in technological bottlenecks related to AI infrastructure, photonics, energy supply, advanced packaging, defense, space, and other future-oriented fields. What has changed is their role in my overall portfolio.

The NGT holdings are now spread across two risk levels. The established “Anchors” are in Satellite 1 with moderate certainty. “Steady Scouts” and “Rocket Scouts” make up the smaller, more speculative Satellite 2 segment. Overall, my direct NGT exposure now accounts for less than a quarter of my portfolio.

AUTOMATION ⚙️

My cash flow system also remains in place. Dividends are automatically reinvested. Savings plans continue to run. In the event of exceptionally high price gains, my fixed rules for taking profits kick in. Capital that becomes available can then flow back into the more stable segments of my portfolio.

This is how my safety net continues to evolve alongside my life and the broader economic conditions. At 63, I want to continue participating in the technologies of tomorrow. And I’d like to be able to sleep a little better 😴 while doing so.

#dibs
#wikifolio
#scalelimits

$GEV (-3,7%)

GE Vernova

$DPZ (-0,16%)
$SCHW (+0,58%)
$HAS (-0,71%)
$HAL (+1%)
$MMM (+0,45%)
$MSCI (+1,1%)
$IBKR (-1,25%)
$EQNR (-0,77%)
$GEV (-3,7%)
$T (+0,57%)
$PM (+0,45%)
$MCO (-0,21%)
$TXN (-2,14%)
$GOOG (+0%)
$NOW (+0,07%)
$IBM (+0,03%)
$QS (-0,76%)
$TSLA (-1,83%)
$IDR (-2,5%)
$NESN (+0,11%)
$UCG (-0,18%)
$RTX (+0,96%)
$NDAQ (+0,82%)
$DOW (-0,51%)
$LMT (+0,17%)
$HON (-0,16%)
$SAP (+1,76%)
$INTC (-3,18%)
$VOW (+3,26%)
$AXP (+0,37%)
$FIX (-3,17%)

To round off my setup on the topic of the AI energy boom, I have added to my portfolio alongside $GEV (-3,7%) and $ENR (-0,87%) a little. Both cover the macro grid infrastructure and benefit from higher forecasts.

$WIRE (-1,38%) Bought to further overweight GEV and Siemens Energy as a base.

$2308 Delta Electronics, also via the $FLXT (-4,34%) Taiwan Index. Delta supplies power management and power supplies at the server rack level, which is important for AI clusters.

$RR. (+1,35%) Rolls Royce is the operational complement. Provides the decentralized link directly at the interface to the data center (emergency power, compact gas power plants. Good backup to Siemens and GEV.

Forward P/E 56 (expensive!)

but :

ROE 75%

ROIC 35%

FCF growth the last 3 years: 102% FY2026, +118% FY2025 and +280% FY2024

Sales forecast next 5 years +9.6% p.a. I like to believe. ☺️