Presentation of portfolios on the site

[VerbalKint]

Hello Jerome,

Two questions regarding the presentation of portfolios on the forum:

– Some lines are in blue (e.g. EMR, MCD, JNJ): what does this mean?

– Would it be possible for you to group together all the values that you follow, all strategies combined, in a single table?

😉

[Jerome]

Hi Verbalkint

The blue lines correspond to the titles that have just changed rating.

For the second question:
all the titles I follow:

Strategies

all my open positions:

Open positions

[VerbalKint]

Thank you for this response Jerome.

Regarding the “Strategies” page, is it possible to integrate the wonderful “rating” column into these tables 🙂?

[Jerome]

I could yes… but in this page the titles are sorted alphabetically, and not by rating, since it is partially accessible to non-members. Even if the name of the Stock is not visible, the smart ones can indeed easily follow the trail… 🙂

So I should add a last column with the rating, not accessible to non-members, but the sorting would not be done by this last column. And unlike other tables, this one cannot be sorted by the user by clicking on the column of his choice.

So I don't think it's much help to you?

[VerbalKint]

No, actually… it was just a question.

I find this rating system very interesting, but I don't necessarily share your vision of allocation between your different strategies (we all probably have a different allocation).

The idea was therefore to force myself to follow this separation that you made between your different strategies, to keep only all the titles that you follow… and actually be able to keep this vision with a ranking by rating, to easily visualize the best rated 😉

[Jerome]

Yes, I had thought about that indeed.
In fact I keep this separation because I find that the strategies, although familiar, are different in their approach. The Global Dividend Growers are the most versatile, for a portfolio fund. The other 3 are rather hedging strategies and might not be suitable for all investors, especially in terms of risks.

I explain in more detail here:

Dividend Growth Strategies

[VerbalKint]

I understand…

So one last remark "on the form": could you add a column to your tables, to display the name of the company rather than the mnemonic code?

A date to announce for the release of your new strategy?

[Jerome]

I removed the full name because on smartphones the tables became heavy
but hey, listen I'll see if I have time one of these days to make a table with all the values that I follow, of all the strategies, with the full name
I need to have some quiet time for that
but these days I'm very busy, between job, family and developing the latest strategy (I've been on it for several months)
by the way I was able to fix the last bugs
Now I still need to do some tests in production in the coming weeks
I think I can get all this out by February, March at worst, if there are no major hiccups.
The subscription principle will differ a little for this strategy, but all current members who ask me will be able to benefit from it for free until the expiry of their current subscription.
and in any case even for others, it will remain quite affordable in terms of price

[VerbalKint]

It smells like a monthly subscription… 😉 Rentes, when you hold us…

For the presentation, these are suggestions which are a priori only mine… I am not the only user of this site obviously!

[Jerome]

Positions followed

all positions together, with company name :)
You must be logged in as a member to access it.

[VerbalKint]

Too good!! It's a great tool 😉

It's time to shop!

[Author]

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