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 (+0,27%)
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 (+1,34%)
$CVX (+0,06%)
$XOM (+1,32%)
$RIO (+0,93%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,41%)
$SREN (+0,25%)
$SLHN (-0,05%)
$HNR1 (-0,93%)
$MUV2 (-0,61%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,18%)
$BRO (+0,64%)
$MMC (+0,65%)
$V (+1,48%)
$MA (+1,06%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu ❌ $9888 (+0,76%)
$AAPL (-0,02%)
$GOOGL (-1,88%)
$PLTR (-3,88%)
$NVDA (-0,19%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,91%)
$NOVO B (+0,85%)
$ZTS (+1,01%)
$KO (+0,49%)
$WMT (-0,05%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-2,56%)
$BMW (-1,08%)
$MBG (+0,84%)
Cryptos
- XRP ✅ $XRP (-0,87%)
RENDER ✅ $RENDER (-2,8%)
Bitcoin (BTC) ❌ $BTC (-0,4%)
Solana (SOL) ✅ $SOL (-2,1%)
Ethereum (ETH) ❌ $ETH (-0,83%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
