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Charles Gave Portfolio

Last Login: 03/30/2025


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+0.7%
since 5/16/2023

-0.1%
Ø-Perf. per year

-2.8%
Performance (1yr)

19.1%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

Details
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Trading Idea

The portfolio is made up of 15 MAX bleu chip caps ​​that have nothing to do with the State or any Public entity. I don't want to sleep in the same bed that the State. I don't study the market. I'm not trying to find out if these stocks are expensive or cheap, if they have strong development potential or not. Acquired companies offer two cumulative conditions: - they offer services that are useful to me - they have no connection with the French State To illustrate the philosophy : - L'OREAL because I still have hairs on my head (I use shampoo) ; - PERNOD RICARD because everyone love to drink good alcohol ; - DANONE because I eat yogurt ; - SODEXO because it provide food in company restaurant ; - TOTAL because everyone need fuel for the car to go in weekend ; - SCHNEIDER because if you do DIY, you have their materials ; - AIR LIQUIDE because the have the reputation to be well managed for more than a century ; - LVMH : my wife love it.

Master data

Symbol

WF04102598

Date created

05/16/2023

Index level

-

High watermark

109.3

Investment Universe

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For the composition of the virtual portfolio click here.