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 (+0,63%)
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 (-0,01%)
$CVX (-0,5%)
$XOM (-2,45%)
$RIO (-0,01%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1,65%)
$SREN (+1,28%)
$SLHN (+1,1%)
$HNR1 (+1,13%)
$MUV2 (+0,8%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (-0,08%)
$BRO (-0,24%)
$MMC (+0,16%)
$V (+0,55%)
$MA (+1,25%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+0%)
$9888 (-1,05%)
$AAPL (+1,51%)
$GOOGL (+3,81%)
$PLTR (+0,16%)
$NVDA (+1%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,11%)
$NOVO B (-2,32%)
$ZTS (+1,27%)
$KO (+0,78%)
$WMT (-1,92%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0,19%)
$BMW (+0,52%)
$MBG (+1,16%)
Cryptos
- XRP ✅ $XRP (-3,21%)
RENDER ✅ $RENDER (-4,69%)
Bitcoin (BTC) ❌ $BTC (-0,92%)
Solana (SOL) ✅ $SOL (-2,69%)
Ethereum (ETH) ❌ $ETH (-1,6%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
