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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
WF04102598
05/16/2023
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110.7