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 (-0,23%)
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 (-1,41%)
$CVX (-0,54%)
$XOM (-0,39%)
$RIO (+1,51%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,65%)
$SREN (+0,67%)
$SLHN (+1,74%)
$HNR1 (+0,31%)
$MUV2 (+0,89%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,28%)
$BRO (-0,29%)
$MMC (-0,44%)
$V (-0,08%)
$MA (-0,73%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+4,26%)
$9888 (+0,19%)
$AAPL (-0,26%)
$GOOGL (-0,48%)
$PLTR (-0,65%)
$NVDA (-0,89%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,13%)
$NOVO B (-0,2%)
$ZTS (-0,19%)
$KO (-0,44%)
$WMT (-0,4%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-0,38%)
$BMW (+0,03%)
$MBG (+0,7%)
Cryptos
- XRP ✅ $XRP (+4,13%)
RENDER ✅ $RENDER (+0,33%)
Bitcoin (BTC) ❌ $BTC (+0,46%)
Solana (SOL) ✅ $SOL (+0,05%)
Ethereum (ETH) ❌ $ETH (+2,1%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
