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 (-0,25%)
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 (+0,73%)
$CVX (+0,03%)
$XOM (-0,03%)
$RIO (+0,88%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-1,8%)
$SREN (-2,06%)
$SLHN (-1,83%)
$HNR1 (-1,6%)
$MUV2 (-1%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+0,25%)
$BRO (-0,25%)
$MMC (-0,21%)
$V (-0,03%)
$MA (-0,06%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-2,02%)
$9888 (-0,95%)
$AAPL (-0,39%)
$GOOGL (-0,34%)
$PLTR (+2,05%)
$NVDA (+1,51%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,06%)
$NOVO B (+0%)
$ZTS (-0,71%)
$KO (-0,42%)
$WMT (-0,55%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+0,96%)
$BMW (-1,51%)
$MBG (-3,29%)
Cryptos
- XRP ✅ $XRP (-0,08%)
RENDER ✅ $RENDER (+0,63%)
Bitcoin (BTC) ❌ $BTC (+0,74%)
Solana (SOL) ✅ $SOL (+0,9%)
Ethereum (ETH) ❌ $ETH (+1,93%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
