[Lopazz]

Hello

Update of my US port on 02/12/12

~Discretionary consumption (15.3%):
150 McDonald's Corp (USD)______________________8.8%
175 Lowe's Cos Inc (USD)________________________4.2%
46 Wal-Mart Stores Inc (USD)_________________2.2%

~Basic consumption (71.9%):
1000 Coca-Cola Co/The (USD)____________________25.6%
300 Clorox Co/The (USD)________________________15.4%
155 Colgate-Palmolive Co (USD)________________11.4%
235 Procter & Gamble Co/The (USD)__________11.1%
100 Philip Morris International Inc (USD)______6.1%
105 Hormel Foods Corp (USD)____________________2.2%

~Health (12.9%):
213 Johnson & Johnson (USD)________________10.1%
64 Abbott Laboratories (USD)__________________2.8%

~Liquidity:
_______________________________________0,3%

…and meanwhile in France…

~Discretionary consumption:
n / A

~Basic consumption (40.6%):
209 Danone SA________________________________40.6%

~Energy (19.6%):
128 Total SA__________________________________19.6%

~Industry (20,3%):
150 Vinci SA__________________________________20.3%

~Basic materials (19.4%):
52 Air Liquide SA____________________________19.4%

~Liquidity:
__________________________0,6%

[Lopazz]

Indeed very confident, maybe even too much. I will not strengthen this line in the coming months, there are better opportunities at the moment. I continue to fund my CTO, and I have returned to the European markets with the opening of a PEA for France and Germany:

PORTFOLIO VALUATION AS OF 10/18/2012

Code:

~Discretionary consumption:
n / A

~Basic consumption (48.6%):
209 Danone SA_________________________________48.6%

~Energy (25.2%):
128 Total SA__________________________________25.2%

~Financial services:
n / A

~Health:
n / A

~Industry (26,2%):
150 Vinci SA__________________________________26.2%

~Basic materials:
n / A

~Information Technology:
n / A

~Telecommunication services:
n / A

~Community services:
n / A

~Listed real estate companies:
n / A

~Funds/Trackers:
n / A

~Liquidity:
__________________________________________________0,0%

PS: I would like to point out that I have just doubled my position on Danone today, almost at the lowest point of the session (it fell to €46.21 and closed at €47.33).

Big investments are also planned for 2013! I am working hard… to be able to invest

[Lopazz]

Good morning,

Lopazz's Portfolio latest report (I'm showing off, I admit):

PORTFOLIO VALUATION AS OF 10/17/2012

Code:

~Discretionary consumption (17.6%):
150 McDonald's Corp (USD)__________________10.6%
175 Lowe's Cos Inc (USD)________________________4.3%
46 Wal-Mart Stores Inc (USD)_________________2.7%

~Basic consumption (67.7%):
1000 Coca-Cola Co/The (USD)____________________28.6%
300 Clorox Co/The (USD)________________________17.1%
100 Colgate-Palmolive Co (USD)_________________8.3%
150 Procter & Gamble Co/The (USD)______________7.9%
50 Philip Morris International Inc (USD)______3.5%
105 Hormel Foods Corp (USD)____________________2.4%

~Energy:
n / A

~Financial services:
n / A

~Health (14.7%):
213 Johnson & Johnson (USD)________________11.4%
64 Abbott Laboratories (USD)__________________3.3%

~Industry:
n / A

~Basic materials:
n / A

~Information Technology:
n / A

~Telecommunication services:
n / A

~Community services:
n / A

~Listed real estate companies:
n / A

~Funds/Trackers:
n / A

~Liquidity:
__________________________________________________0,1%

[Lopazz]

“Welcome” to the wonderful world of dollar dividends!

[Lopazz]

Superb wallet, which looks a lot like mine!

Only regret, it lacks a bit of KO and CLX for my taste, but anyway...

By the way, I have pretty much the same entry points in mind as you regarding AI and FP. Can't wait for the start of the school year, so that it goes down a bit!

[Lopazz]

A small misunderstanding on your part, Jérôme, which Hervé will surely correct when reading your message.

Welcome Hervé, happy to have another member in our ranks

[Lopazz]

After today's drop (I should point out that I am in the US), I will still strengthen KO... in the long term, no risk!

[Lopazz]

With such low yields today…

Should you still buy KO?

[Lopazz]

This is all rather exotic.

The last part of 2012 is going to be full of shocks… Greece, Spain, US elections, fiscal cliff… I’m ready

[Lopazz]

I agree with you at 100%, gold is only good for hedging against the risk of a financial system collapse. Apart from the speculative aspect, that is its only interest. Most people buy it to "sleep easy" and hedge the rest of their assets; in recent years they have clearly not been wrong There is also the "numismatic" interest that can be taken into account, some coins are rather pretty and it is a way of revising your history lessons.

I was seriously thinking about taking it easy (I also have some real estate assets) and going into exile to more lenient skies in terms of wealth taxation, but an extraordinary professional opportunity has just presented itself to me, so I will be re-enlisting for a period of 1 to 3 years. If everything goes as planned, I will be able to increase my assets significantly. After that, I think I will only work for pleasure.

I don't see myself as a rentier at my age (I think you know it) or in the years to come: I want to keep a professional activity in any case, if only to meet interesting people and have an "acceptable" social status.

[Lopazz]

Quote from chroom on August 10, 2012, 20:33
all this is beautiful!

for the exchange, not too much of a problem... most of your values are "dollar friendly", they like it when the greenback is weak...

even if the market is a little high at the moment I regret not having as much cash as you, because I left a lot of liquid in a real estate purchase… but I will soon be back on stocks, especially since I feel the correction coming soon

A+!

THANKS

I am lucky to still have EUR 100,000 available, in addition to these USD 44,000, to invest in the US markets. I hear a lot about a possible "fiscal cliff" after the elections; if the markets fall, I will take advantage of it to inject them. I am impatiently waiting for a KO return on the 75/76 to triple my line, in the purest "Warren Buffett style"

Otherwise, I know that this does not interest you, but gold is doing rather well at the moment (1620 USD/Oz or 42,400 EUR/kg): I think we have not heard the last of it... to my great delight!

[Lopazz]

Quote from birdienumnum on August 10, 2012, 02:28
Very nice wallet! The kind to put on autopilot…

Why don't you have positions in EUR if your reference currency is the EUR? Of course, the situation in Europe is the one we know, but there are some nice values being sold off in my opinion.

A+

birdie

Since the beginning of June, I have not found any real opportunities on the EUR markets. I missed a bit 15 days ago, the prices were very low and I should have entered but I thought the fall would continue. The stocks that are in my EUR watchlist:

AZN, TSCO, GSK, DG, BN, FP, GSZ, AI, RMS, MC, SW, CS, EI, UL, EAD, DIM, SAN, CO, RAL, and EHX (thanks Jérôme for that last one).

I am waiting for a correction from 10 to 15% to get back in. In the meantime, I have around €600K in euro funds.

If you have any stocks to recommend to me, don't hesitate. I'm not very inspired by the EUR markets...

[Lopazz]

UP! Here is my portif:

Abbott Laboratories Inc.
64
Clorox Co.
140
Coca-Cola Co.
250
Colgate-Palmolive Company
100
Hormel Foods Corporation
105
Johnson & Johnson Co.
73
Lowe's Companies Inc.
175
McDonald's Corporation
112
Procter & Gamble Co.
150
Wal-Mart Stores Inc.
46

+ 44,373 USD in cash to invest

Initial value 100,000 EUR (stocks + cash)
Current value 101,423 EUR
Annualized performance +13.71TP3Q

Comments: I got a bit ripped off on the exchange, I changed the last 40,000 EUR to USD at 1.22 but finally... we went through 1.24 and we are back at 1.23, the trend remains bearish in my humble opinion.

[Lopazz]

Thanks for your reply!

[Lopazz]

For my part, I do not hesitate to strengthen positions that I already have. Psychologically it is not easy, but it is the rule of the game when you decide to enter a market in several times… In the long term, there is no risk, and when I see the returns of Euro funds, I tell myself that there is nothing better to do to invest your money today!

Besides, I am a fan of accumulation. 10/15 lines maximum.

I'm eagerly awaiting the wave of quarterly results that is coming. And I'm secretly hoping for a market crash so I can go shopping on the cheap...

[Author]

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