While the dollar and indices advanced, CenturyLink, which had massively supported our portfolio so far, has coldly abandoned us! The title thus lost more than 4% in four sessions.. OUR profitability therefore falls to - 4.74% against 0.22% for the SMI (since February 3, 2010).
On the other hand, our net income in the form of dividends is gradually increasing, to CHF 62.24 (in the first quarter of 2011). No significant change is to be reported in the portfolio.
With the euro as the reference currency, the situation is returning to normal. The weakness of the single currency had in fact until now artificially boosted the performance of US investments for European investors. We are now in figures that correspond exactly to our objectives, that is to say a profitability which is close to that of the market, with lower volatility, i.e. a Sharpe ratio higher than the benchmark index. With a profitability of 5.59% against 5.89% against the CAC 40 and a volatility of 12.30% against 21.39% for the same index, our portfolio shows good performance with reduced risk. The Sharpe ratio thus reaches 0.34% against 0.22% for the CAC.
We hope that in the future the strength of the Swiss franc will no longer be a drag on the portfolio's performance with the CHF as the reference currency. We are counting on a rebalancing of currencies, but also on our own resources. For example, last week we added Novartis and Roche to our portfolio as stocks to watch. We are also working to include titles listed in EUR and CAD.. We hope to be able to give you some news soon.
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Good evening, regarding the securities in euros and more particularly those which are eligible for the French PEA I did a quick search (in addition to the securities already offered on the site) here are those which I retained: esso yield of 13 to 17% over the last 3 years
appr 8 to 14%
GDF suez 8%
veolia 8%
EDF 7%
total 6%
STmicro 7%
I plan to buy these stocks after a market correction. What do you think of these stocks? Thanks in advance.
Hello Loic,
It is best to make such requests on the forum
These stocks are all high yield, with fundamentals and/or a dividend that is difficult to sustain. I don't like this type of stock too much, I prefer lower dividends, but progressive and well covered by profits.