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 (-0,12%)
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 (-0,01%)
$CVX (-0,81%)
$XOM (-0,59%)
$RIO (-0,46%)
Insurance & Reinsurance:
Munich Re ✅, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+0,99%)
$SREN (+1,16%)
$SLHN (+0,8%)
$HNR1 (+0,6%)
$MUV2 (+0,1%)
Finance & Payments:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,23%)
$BRO (+2,62%)
$MMC (+1,23%)
$V (+3,08%)
$MA (+3,8%)
Technology & Data:
Alphabet ❌, NVIDIA ❌, Palantir ❌,
Amazon ❌, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ❌ $BABA (-0,29%)
$9888 (-0,96%)
$AAPL (+0,46%)
$GOOGL (+1,28%)
$PLTR (-1,46%)
$NVDA (-3,35%)
Healthcare & Consumer Goods:
Novo Nordisk ❌, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2,34%)
$NOVO B (+0,45%)
$ZTS (+0,02%)
$KO (+0,89%)
$WMT (+3%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-3,68%)
$BMW (-1,1%)
$MBG (-0,25%)
Cryptocurrencies
- XRP ✅ $XRP (-3,19%)
RENDER ✅ $RENDER (-3,07%)
Bitcoin (BTC) ❌ $BTC (+1,56%)
Solana (SOL) ✅ $SOL (+1,04%)
Ethereum (ETH) ❌ $ETH (+0,11%)
As the weekend approaches
The strategy remains the same: patience, discipline, and an eye for opportunities.
📈🌾
