presentation Jean-Luc

[jean-luc]

Hello everyone

My name is Jean-Luc and I am a French resident. I found this site 5 years ago thanks to a work colleague who is unfortunately no longer here today.

The latter advised me to open an account with Binck and buy KO, MCD, TGT, FL and PG.

I wake up 5 years without having consulted anything and realize that the snowball effect has worked, so I would like to continue investing in this growing dividend strategy. I remember that 5 years ago you could be a member for an annual subscription but that does not seem to be the case anymore.

I read a lot of books but could you guide me to learn how to invest what to look for in analyses when investing because unfortunately I no longer have my colleague.. In short, where to start??

Today I have some cash but I have the impression that the markets are very high.. So I don't know what to do?

I thank you already for what you do via this site, it is very enriching and I congratulate you!!

Looking forward to hearing from you

Jean-Luc

[Jerome]

Hi Jean-Luc,

sorry about your friend. He actually gave you good advice.

I no longer offer a paid subscription because I had to discontinue it following a change in the service provider from whom I took the basic raw data to put it through the grinder of my algorithm.

Today I continue to provide fundamental stock analyses fairly regularly, free of charge.

Classic dividend-paying stocks, such as the aristocrats you own in your portfolio, have unfortunately become overpriced. I still think that this strategy is one of the best for a (future) rentier. However, at the moment, it is not really advisable, at least for purchase. For this reason, I have hardly conducted any analyses of aristocrats for quite some time.

An annuitant should not sell these securities, because he is purely income-oriented and cannot afford to have cash. On the other hand, a future annuitant, like me, can see this period as an opportunity to lighten his portfolio of securities that have become really too expensive, to temporarily reallocate them to other less expensive assets, or even a little cash. If he can buy back new aristocrat shares later after a correction, he can still improve his return on purchase cost. For this reason, I have modified my portfolio considerably over the past two years, gradually leaving American aristocrats, to buy more diverse and much less well-known securities, particularly in Japan, China and a little in Europe.

I suggest you browse my site a bit, you will find in principle everything you need to know there. In relation to your questions, I am thinking of one article in particular:

Valuation indicators (1/9)

 

[jean-luc]

Good evening Jerome

Thank you for this welcome and thank you also for this article on valorization, it is very enriching.

I will continue to read and learn from your articles and analyses until the US market becomes more conducive to buying aristocrat stocks.

I would follow your advice on lightening my portfolio and reviewing stocks in the medium term, but being a novice in this field I am afraid of doing wrong, so I will let these stocks run and enjoy some dividends.

See you soon Jerome and thanks again for sharing

[Author]

Posts