A portfolio that delivers long-term returns, grows steadily, and remains well-balanced. The focus is on global diversification, strong dividend-paying stocks, stable industry leaders, and a strategic allocation of forward-looking stocks, including those in the crypto sector.
✅ = already included
👀 = on the watchlist, price will soon be attractive
❌ = not yet attractively priced at this time
ETF Selection
- FTSE All World ✅ = Global coverage, broadly diversified. $VWRL (-0,42%)
MSCI World Tech ✅ = Focus on innovative technology stocks.- Defense USD 👀 = Stability through defense and security.
- FTSE High Dividend 👀 = Dividend-oriented complement.
Individual Stock Focus
Energy & Commodities:
Shell ✅, Chevron ❌, Exxon ❌, Rio Tinto ❌ $SHEL (+0,66%)
$CVX (+1,1%)
$XOM (+1,11%)
$RIO (-0,39%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,55%)
$SREN (+1,69%)
$SLHN (+1,19%)
$HNR1 (+0,52%)
$MUV2 (+0,74%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,01%)
$BRO (+0,12%)
$MMC (+0,52%)
$V (+0,81%)
$MA (+1,24%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,76%)
$9888 (-1,17%)
$AAPL (+0,52%)
$GOOGL (+0,26%)
$PLTR (-1,43%)
$NVDA (-0,01%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,09%)
$NOVO B (-1,06%)
$ZTS (-0,72%)
$KO (+0,28%)
$WMT (-0,11%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,86%)
$BMW (+2,77%)
$MBG (+1,46%)
Cryptocurrencies
- XRP ✅ $XRP (+0,82%)
RENDER ✅ $RENDER (-2,92%)
Bitcoin (BTC) ❌ $BTC (+0,67%)
Solana (SOL) ✅ $SOL (-0,08%)
Ethereum (ETH) ❌ $ETH (+0,53%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
