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 (+0,55%)
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 (+2,04%)
$CVX (+0,47%)
$XOM (+0,95%)
$RIO (-0,58%)
Insurers & reinsurers:
Munich Re ✅, Hannover Re 👀, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (+0,06%)
$SREN (-0,08%)
$SLHN (+1,3%)
$HNR1 (+0%)
$MUV2 (+0,09%)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan 👀, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,15%)
$BRO (+0,01%)
$MMC (-0,72%)
$V (+0,05%)
$MA (-0,01%)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀
Alibaba ✅ $BABA (+3,86%)
$9888 (+2,77%)
$AAPL (+0,3%)
$GOOGL (+1,25%)
$PLTR (+2,84%)
$NVDA (+1,16%)
Health & consumption:
Novo Nordisk ✅, Zoetis 👀, Coca-Cola ❌, Walmart ❌, United Health 👀 $UNH (-0,46%)
$NOVO B (-0,39%)
$ZTS (+0,7%)
$KO (-1,23%)
$WMT (-0,47%)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+1,82%)
$BMW (+0,54%)
$MBG (+0,83%)
Cryptos
- XRP ✅ $XRP (+0,42%)
RENDER ✅ $RENDER (+0,4%)
Bitcoin (BTC) ❌ $BTC (+0,47%)
Solana (SOL) ✅ $SOL (+1,29%)
Ethereum (ETH) ❌ $ETH (+0,69%)
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
