Swx Portfolio

[swx]

Retired, the diversification of my current finances is as follows:

– Cash retention equivalent to one year of income + cash in reserve for investments

– In France: 2 A booklets – Balance of a life insurance policy – 1 single stock line: Air Liquide

For the rest: Monetary diversification EUR US CHF – i.e. 6 lines maximum in each of these currencies by globally diversifying the activities:

Euro: Statoil – Royal Dutch – Sponda – Nieuwe Steen

US: Teva Pharma – Lorillard – Vina Concha – Weight Watcher – Barrick Gold… (up until 2 months ago, analysts thought very highly of it)

CHF: Nestlé Abb – Cantonal Bank of Basel – Coop Bank – Csrlp (this is a diversified real estate fund. Housing – businesses – leisure – health)

I am interested in Constellium??? which is going to go public

 

[Jerome]

Thanks for this presentation swx. A year of cash + reserve for investments, well here is a very happy one who will be able to take advantage of the next drop!

I envy you some of your titles, especially the two "vice" ones.

[Author]

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