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 (-0,32%)
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 (-0,9%)
$CVX (-1,82%)
$XOM (-1,41%)
$RIO (+1,08%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+2,05%)
$SREN (+0,44%)
$SLHN (+0,73%)
$HNR1 (+1,5%)
$MUV2 (+0,58%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,52%)
$BRO (-0,02%)
$MMC (-0,55%)
$V (-0,01%)
$MA (+0,07%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (-1,11%)
$9888 (-2,98%)
$AAPL (-0,64%)
$GOOGL (-0,73%)
$PLTR (+0,59%)
$NVDA (-1,08%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,33%)
$NOVO B (-1,36%)
$ZTS (-0,31%)
$KO (+0,3%)
$WMT (+0,24%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (-2,02%)
$BMW (+0,77%)
$MBG (+0,99%)
Cryptos
- XRP ✅ $XRP (+1,65%)
RENDER ✅ $RENDER (+2,71%)
Bitcoin (BTC) ❌ $BTC (+0,62%)
Solana (SOL) ✅ $SOL (+1,24%)
Ethereum (ETH) ❌ $ETH (-1,18%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
