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 (+0.17%)
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 (+1.86%)
$CVX (+0.49%)
$XOM (+2.08%)
$RIO (+0.76%)
Insurance & Reinsurance:
Munich Re 👀, Hannover Re 👀, Swiss Re 👀, Allianz ❌, Swiss Life AG ❌ $ALV (+1.16%)
$SREN (-1.24%)
$SLHN (+0.58%)
$HNR1 (+1.16%)
$MUV2 (+0.73%)
Finance & payment transactions:
Brown & Brown 👀, Marsh & McLennan 👀, Visa ❌, Mastercard ❌, PayPal ✅ $PYPL (+1.82%)
$BRO (+1.7%)
$MMC (+1.62%)
$V (+0.84%)
$MA (+0.71%)
Technology & data:
Alphabet ❌, NVIDIA ❌ , Palantir ❌,
Amazon ✅, Apple ❌, Microsoft ❌, Baidu ❌
Alibaba ✅ $BABA (+1.54%)
$9888 (+1.71%)
$AAPL (-1.61%)
$GOOGL (-0.11%)
$PLTR (-0.22%)
$NVDA (-0.69%)
Health & consumption:
Novo Nordisk ❌, Zoetis ✅, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (+2.48%)
$NOVO B (+0.66%)
$ZTS (+0.75%)
$KO (+0.48%)
$WMT (+1.28%)
Automotive & Mobility:
BMW ❌, Mercedes ❌, Tesla ❌ $TSLA (-0.31%)
$BMW (-0.69%)
$MBG (-0.75%)
Cryptos
- XRP ✅ $XRP (+0.51%)
RENDER ✅ $RENDER (+4.28%)
Bitcoin (BTC) ❌ $BTC (+0.51%)
Solana (SOL) ✅ $SOL (+0.52%)
Ethereum (ETH) ❌ $ETH (+0.04%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
