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 (+0,1%)
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 (+0,89%)
$CVX (-0,25%)
$XOM (-0,74%)
$RIO (-0,46%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,44%)
$SREN (-1,27%)
$SLHN (-0,02%)
$HNR1 (-0,88%)
$MUV2 (-0,28%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-1,01%)
$BRO (-1,44%)
$MMC (-0,05%)
$V (-2,03%)
$MA (-1,62%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+10,18%)
$9888 (+5,51%)
$AAPL (-0,1%)
$GOOGL (+0,69%)
$PLTR (+0,7%)
$NVDA (-0,38%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-1,65%)
$NOVO B (+0,39%)
$ZTS (-1,42%)
$KO (-0,1%)
$WMT (+2,6%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,46%)
$BMW (-1,95%)
$MBG (-1,11%)
Cryptos
- XRP ✅ $XRP (+0,38%)
RENDER ✅ $RENDER (+0,08%)
Bitcoin (BTC) ❌ $BTC (+0,5%)
Solana (SOL) ✅ $SOL (+0,16%)
Ethereum (ETH) ❌ $ETH (+1,1%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
