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 (+0,69%)
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 (+0,32%)
$CVX (+0,88%)
$XOM (+1,08%)
$RIO (-0,09%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,23%)
$SREN (+0%)
$SLHN (-0,33%)
$HNR1 (-0,17%)
$MUV2 (+0,02%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,1%)
$BRO (+3,29%)
$MMC (+0,29%)
$V (+1,14%)
$MA (+0,21%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-2,49%)
$9888 (-4,81%)
$AAPL (+0,17%)
$GOOGL (-0,13%)
$PLTR (+3,12%)
$NVDA (+4,31%)
Health & consumption:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,12%)
$NOVO B (-2,82%)
$ZTS (+1,28%)
$KO (+0,85%)
$WMT (+1,26%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,39%)
$BMW (-5,42%)
$MBG (+0,07%)
Cryptos
- XRP ✅ $XRP (-0,61%)
RENDER ✅ $RENDER (-0,09%)
Bitcoin (BTC) ❌ $BTC (-0,3%)
Solana (SOL) ✅ $SOL (-0,52%)
Ethereum (ETH) ❌ $ETH (-0,92%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
