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Yes it's easy it's the CAGR or average annual growth rate in French
https://www.investopedia.com/terms/c/cagr.asp
A simple way to calculate it:
Personally, I prefer to use Excel:
Ah the Dominican Republic… I have happily stayed there many times!
You have a really nice life apparently!
Good idea, I'll see what this show is...
Oh yes Roger… Too easy 😄
Now I'm shocked!
I see the scene: Revelly at Gruyère, doing a half-and-half and buying his Thai shares!
oh yes I forgot I also have CAD 😉
Your two Thai stocks look interesting. Which broker do you use? Impossible via my usual platforms, even Interactive Brokers.
Thailand and Hong Kong are also volatile, both for the currency and for the stocks themselves, right?
Regarding the YEN, I don't really find it more volatile than the USD or the EUR, at least I'm talking about it in relation to the CHF. And the potential gain on the prices easily covers the moderate risk of the currency.
The important thing as always is to vary your basket of values / currencies. I have a good distribution between CHF, USD, EUR, JPY, GBP, a little NOK and a tiny bit of HKD.
A priori it is 10% of withholding tax for Japan (non-refundable) + (in Switzerland) 25% of refundable Swiss tax.
To be confirmed in the next episode!
C’est un portefeuille très hétéroclite dis-donc ! 🙂
Beaucoup de mélange entre des titres très technos, des bons titres payeurs de dividendes plus classiques, et d’autres titres dont je n’ai jamais entendu parler (comme EVE et G)
dans tes autres placements tu es aussi très hétéroclite 🙂 (prêts, crypto-monnaie)
y a-t-il une raison à ces placements originaux ?
It is very difficult, if not impossible, to make predictions about the direction a currency will take in the future. All we know is that in the past the CHF has very often been a strong currency, known as a safe haven, while the dollar has rather been a weak currency, with expansive monetary policies. So the USD/CHF pair is structurally bearish.
Personally, from an equity-oriented perspective, if you choose your shares in the USA, all you need to do to protect yourself from this problem is to focus on international companies, which are heavily exposed abroad (and which even benefit from a weak dollar). It should also be noted that even by buying "Swiss" you are also exposed to exchange rate risk, since our country is naturally turned towards the outside world. Nestlé makes most of its turnover abroad, for example.
What worries me most in the US is not the dollar, but rather the extreme valuations of many stocks. I am in the process of completely changing my portfolio because of this. I will give more information on this subject soon.
More info:
Protect yourself against exchange rate risk by investing globally
Hi
I had this stock, but I sold it because the company was melting its cash reserves. Now it is true that the dividend is interesting (it was already before) and the price seems to have stabilized (you don't buy a falling knife). I would perhaps wait until the end of the year to see if the situation has stabilized both in terms of fundamentals and price.
I would add that a strategy based on low PBs is not bad in itself, on the contrary, but you have to be aware that it implies high volatility. Mikron denies this for now but you never know...
So if you are looking for something defensive, choose stocks that have been paying a growing dividend for many years, at least 2%, with a payout ratio of less than 70%. You will see that this will automatically eliminate almost all cyclicals!
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