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 (+0,21%)
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 (+1,57%)
$CVX (+1,45%)
$XOM (+0,72%)
$RIO (-1,18%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,16%)
$SREN (+0,89%)
$SLHN (-0,42%)
$HNR1 (+0,37%)
$MUV2 (+0,98%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+2,06%)
$BRO (+2,41%)
$MMC (+2,4%)
$V (+1,18%)
$MA (+1,22%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (-0,94%)
$9888 (-0,5%)
$AAPL (+0,52%)
$GOOGL (+0,18%)
$PLTR (+1,5%)
$NVDA (+1,17%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+1,58%)
$NOVO B (+1,36%)
$ZTS (+1,01%)
$KO (+1,24%)
$WMT (+1,51%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-4,75%)
$BMW (+0,4%)
$MBG (-0,23%)
Cryptos
- XRP ✅ $XRP (-0,13%)
RENDER ✅ $RENDER (-1,21%)
Bitcoin (BTC) ❌ $BTC (-0,06%)
Solana (SOL) ✅ $SOL (-0,24%)
Ethereum (ETH) ❌ $ETH (-0,39%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
