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 (-0,45%)
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 (-1,48%)
$CVX (-3,05%)
$XOM (-3,47%)
$RIO (+1,2%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,75%)
$SREN (-0,69%)
$SLHN (-1,61%)
$HNR1 (-1,21%)
$MUV2 (-1,37%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (-0,83%)
$BRO (-1,29%)
$MMC (-1,71%)
$V (-2,85%)
$MA (-2,53%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+3,21%)
$AAPL (-0,66%)
$GOOGL (+0,59%)
$PLTR (-2,66%)
$NVDA (-3,33%)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+1,39%)
$NOVO B (-2,31%)
$ZTS (-0,49%)
$KO (-1,09%)
$WMT (-0,92%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+2,79%)
$BMW (-0,07%)
$MBG (-0,19%)
Cryptos
- XRP ✅ $XRP (-0,08%)
RENDER ✅ $RENDER (+0,32%)
Bitcoin (BTC) ❌ $BTC (+0,14%)
Solana (SOL) 👀 $SOL (+0,42%)
Ethereum (ETH) ❌ $ETH (-0,3%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
