Chiliz is the leading SportFi ecosystem, I'm holding the CHZ token to gain exposure to the SportFi market. The price of the token was overhyped in 2021 and reached a multi-billion dollar valuation while the ecosystem was still relatively new. Five years of building later, I think its current market cap is at a more sustainable level around 250 million USD. Potential bullish catalysts going into the future are the launch of US Fan Tokens, Chiliz expanding into other countries and the start of equity tokenization. I've added the CHZ token to tier one of my portfolio because I've been a part of the Chiliz community for several years and know this ecosystem better than any other. I've watched it grow from pre-launch to where it is today and I'm excited to see where it will be in the future.

I've added ETH to my portfolio as the basic infrastructure layer of crypto. Due to the upcoming wave of tokenization, I believe crypto will grow significantly and that we'll see trillions of dollars onboarded onto crypto ecosystems. Ethereum should be an important settlement layer for much of that activity. ETH is the broadest bet on crypto growth, and after consolidating for five years, I think it can reach much higher prices at some point.

DHL is a German logistics company with a strong global network across parcel delivery, express shipping, freight forwarding, and supply chain services. I added it to my portfolio because logistics is an essential part of the global economy, and DHL has built a scale advantage that would be very difficult to replicate. I bought in at 0.6x sales and 14x earnings, which seemed like a reasonable valuation, additional to a 4% dividend. Overall, I saw DHL as a durable, cash-flow-generating infrastructure-like company that fits well into the long-term infrastructure part of my portfolio.

ONEOK is a US midstream energy company that owns and operates critical natural gas and NGL infrastructure. I added it to my portfolio because pipelines, processing assets, and transportation networks are hard to replicate and form an essential part of the North American energy system. The company generates strong cash flows from infrastructure-like assets and pays a high dividend, which makes it attractive for long-term income generation. Compared to more cyclical energy producers, ONEOK gives me exposure to energy infrastructure rather than direct commodity-price speculation. Overall, I saw ONEOK as a durable hard-asset cash-flow business that fits well into the long-term infrastructure part of my portfolio.

I added Terna because it operates Italy's national high-voltage electricity transmission grid, giving it one of the strongest regulated infrastructure monopolies in Europe. Its earnings are supported by regulated asset growth and a very large long-term investment program, while the business remains relatively predictable and defensive. I also like the long-term chart structure, the steady dividend profile and the fact that it adds pure Italian and euro-denominated infrastructure exposure to the portfolio. I had been waiting for the stock to fall back toward the €8.50–9.00 area for around six months, and the recent unusually sharp selloff finally brought it close enough to that target. I therefore started with an €8,000 position around €9.09, leaving room to add more if the price falls further toward €8.50.

I added Fraport because Frankfurt Airport is an exceptionally hard-to-replicate infrastructure asset, complemented by a meaningful international airport portfolio. The main investment thesis is a post-capex rerating: several major expansion projects are now largely completed, so capital expenditure should fall sharply and free cash flow should improve. At the same time, leverage is expected to decline, which should eventually allow Fraport to return to a much more attractive dividend payout. The stock had fallen from around €85 to my long-term target near €60, bringing it back into a valuation and technical area I had been waiting for for roughly six months. I therefore see Fraport as a high-quality infrastructure asset with unusually strong upside potential if the expected deleveraging, cash-flow recovery and dividend normalization play out.

Vinci is a French company active across construction, energy solutions, toll roads, airports, and other concession-based businesses. Construction accounts for more than 50% of revenue, while concession-based revenue contributes around 17%. Compared to more concentrated infrastructure companies, Vinci gives me broader diversification while still remaining a high-quality infrastructure compounder. I bought in at a €71 billion market cap, which seemed reasonable at around 1x revenue and 15x earnings. It pays a solid dividend of around 4%, and its long-term chart has remained in a strong upward trend for many years. For these reasons, I added Vinci to the long-term infrastructure part of my portfolio.

PayPal is one of the largest digital payments companies in the world, with a strong global user base across online checkout, wallets, merchant services, and peer-to-peer payments. I added it to my portfolio because the stock had fallen to a very low valuation, while the business remains profitable, cash-generative, and still growing slowly. Although PayPal is no longer priced like a high-growth fintech company, its revenue per share continues to improve through strong free cash flow and aggressive share buybacks. At the time of my purchase, the stock was trading at around 8x earnings and roughly 1.2x sales, which looked too cheap for a company of this scale. I also liked that PayPal has additional upside through product improvements, Venmo, merchant solutions, and its stablecoin PYUSD. Overall, I saw PayPal as an undervalued payments cash-flow business where the market may be overly pessimistic about its long-term relevance.

Rollbit is the leading web3 gambling platform, it offers a casino, sports betting and crypto futures trading. Its token RLB has some of the best deflationary tokenomics in crypto, with 10% of its casino revenue, 20% of its sports betting revenue and 30% of its crypto futures revenue dedicated to buybacks and burns. The platform itself has consistently made 10 to 15 million USD in monthly revenue over the last 6 months, which leads to a monthly revenue stream of ~1.5 million USD going into buybacks and burns of the token. I added RLB to tier three of my portfolio, because I think this ongoing cash flow into the token will lead to a price increase in the long-term. The downside risk I see is that the platform generates less revenue in the future and therefore the buyback dries up. At its current market cap of 113 million USD, the annual buyback yield of 16% made it an attractive long-term hold for me.

Adobe is one of the leading software companies in the creative and digital workflow space, with products such as Photoshop, Illustrator, Premiere, Acrobat, and Firefly. I added it to my portfolio because the stock had fallen significantly from its previous highs, while the underlying business remains highly profitable, cash-generative, and still growing. The market is pricing Adobe as if AI will disrupt its business model, but Adobe is already integrating and monetizing AI through Firefly and its existing product ecosystem. I bought in at 4x sales and 13x earnings, which looked like an attractive valuation compared to Adobe's historical premium. I also liked the massive $25 billion share buyback program, which becomes much more powerful at the current depressed valuation. Overall, I saw Adobe as a high-quality software compounder where the market may be overreacting to AI disruption fears.

Novo Nordisk is a Danish pharmaceutical company and one of the global leaders in diabetes and obesity care. I added it to my portfolio because the stock had fallen massively from its previous highs, while the company still has a strong core business, high profitability, and exposure to the long-term growth market of GLP-1 obesity treatments. I bought in at 11x earnings, which looked attractive compared to its historical premium, while also offering a dividend yield of around 4.4%. Overall, I saw Novo Nordisk as a high-quality healthcare compounder where the market may have overreacted to short-term growth concerns.

I bought Borussia Dortmund BVB stock as a longer-term hold. At a €340M market cap, it seems undervalued: (1) Every other football team that is making similar revenues (Tottenham, Arsenal, Juventus, Atlético, Inter, AC Milan) is valued at least at €800M or above. (2) Value of Dortmund's players alone is at €490M according to Transfermarkt, last season's revenue was at €520M. (3) Valuations of sports franchises saw a re-pricing to the upside in past few years, Dortmund hasn't caught up yet. (4) Price of the stock is trading around the €3 support, that has held since 2013, revenue has more than doubled since 2013. (5) The stock even pays close to a 2% dividend at current prices. Conclusion: I see a good chance for growth here in the next few years, eventually the price will catch up to the much higher valuations of similar tier sports franchises.

OpenServ is creating an infrastructure layer for AI agents. It is providing a platform for building, deploying and sharing AI agents with no-code tools and modular components. It allows users to create powerful on-chain or off-chain AI services (ranging from automation tools to crypto trading bots) without needing to write code. I've added it to tier four of my portfolio, because it stands out among crypto AI platforms. OpenServ's core innovation, BRAID, greatly improves reasoning reliability and is already attracting interest from companies outside of crypto. I bought in at an 10 million USD market cap, for profit taking I would be looking at a 200-300 million USD market cap. A potential downside is of course that the company doesn't gain much traction, but I think OpenServ is already displaying impressive progress about a year after launch.

GHX is my pick in the DePIN sector. GamerHash enables users to share their computing power and earn money in return. At first, GamerHash used the computing power for crypto mining, since 2023 they also utilize it to run AI models. The company has been around since 2018, I've worked together with the team from 2021 to 2023 and also participated in the ICO in 2020. GamerHash is a true DePIN builder, users from all over the world are participating in their network. In June 2026, it had 664 devices (699 GPUs) in its network during a timespan of 24 hours. The chart has been extremely volatile, it has seen multiple 10x increases and 90% downtrends. I will be looking to take profits from 0.16 USD upwards.

Interfold is building confidential coordination infrastructure for Ethereum, with early use cases including secret ballots and sealed-bid auctions. Compared to its market cap of ~20 million USD, the project has unusually strong Ethereum ecosystem credibility, with long-time Ethereum and Gnosis contributors involved and Vitalik Buterin publicly engaging with the work and participating in the token sale. I invested because the project looks far more legitimate and technically substantial than most new crypto launches, while still trading at a relatively small market capitalization. The main risk to me is dilution from future token unlocks, which is why I only placed it in tier four of my portfolio, but I think the potential upside outweighs that risk.