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 (-0,03%)
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 (+0,57%)
$CVX (+0,09%)
$XOM (+0,15%)
$RIO (-0,67%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (-0,26%)
$SREN (-0,85%)
$SLHN (-1,3%)
$HNR1 (-0,51%)
$MUV2 (-0,43%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+0,28%)
$BRO (-0,45%)
$MMC (-0,45%)
$V (-0,26%)
$MA (-0,44%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+1,69%)
$9888 (+2,11%)
$AAPL (-0,13%)
$GOOGL (+0,29%)
$PLTR (+0,58%)
$NVDA (+0,4%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,17%)
$NOVO B (-0,52%)
$ZTS (-0,17%)
$KO (-0,21%)
$WMT (-0,44%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (+0,92%)
$BMW (-1,54%)
$MBG (-1,09%)
Cryptos
- XRP ✅ $XRP (-0,36%)
RENDER ✅ $RENDER (-0,11%)
Bitcoin (BTC) ❌ $BTC (-0,3%)
Solana (SOL) ✅ $SOL (-0,72%)
Ethereum (ETH) ❌ $ETH (-0,59%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
