Απόδοση
Όλα

3.85%2026
2026
8.21%2025
2025
15.94%2024
2024
30.40%2023
2023
-15.98%2022
2022
-4.35%2021
2021
30.4%0%-30.4%
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Thank God it’s Friday, here’s the weekly recap of the portfolio’s adjustments. This week we welcome $VITL (Vital Farms Inc) as we’re growing away from hype and over-heated tech. I also slightly reinforced $RMS.PA (Hermes International) as it dropped a little : 🟢... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 As every Friday, we review portfolio adjustments. This week, the spotlight is on a reinforced position in $RMS.PA (Hermes International) which I opened using part of the capital from last week’s sale of $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.50% of the portfolio’s... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 – Hermès International The market punished the stock right at the open following the Q1 release. A familiar reaction… but not necessarily a rational one. Let’s look at the facts. Revenue is up +5.6% at constant exchange rates. On a reported basis, it’s down -1.4%. That gap... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
🔔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐥𝐥 - $𝐉𝐍𝐉 Q1 2026 earnings season kicks off for our portfolio with Johnson & Johnson, and it’s a solid start. Results came in slightly above expectations, though without any major surprises. Revenue grew 9.9% year-over-year to $24.1B (vs. $23.63B expected), while adjusted... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 This week was more quiet than last weeks, with only one reinforcement ahead of the pump in $RMS.PA (Hermes International) and the full exit from $CROX (Crocs Inc): 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA 0.25% of the portfolio’s equity @ €1685.00 🔴 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗰𝗹𝗼𝘀𝗲𝗱... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐏𝐚𝐲 𝐃𝐚𝐲 💸 Honestly, I could say this eight times a month on average, and the only reason I can is because I don’t rely solely on my salary. Take $MRK (Merck & Co.), for example. It’s paying today a $0.85 dividend per share, which translates into a 2.76% annualized yield at current... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Same as last week, we keep reinforcing in the fear: • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA (Hermes International) 0.25% of the portfolio’s equity @ €1614.00 • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) 0.25% of the portfolio’s equity @ €459 • 𝗡𝗲𝘄 𝗯𝘂𝘆 : $BTC... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐐𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐑𝐞𝐯𝐢𝐞𝐰 – 𝐐𝟏 𝟐𝟎𝟐𝟔 Dear followers and copiers, It is time for our first full quarterly performance review, and I must admit I am happy with what we have achieved, especially given the very complex environment we’ve been navigating. The early exit... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐖𝐞𝐞𝐤𝐥𝐲 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐑𝐨𝐮𝐧𝐝𝐮𝐩 Another turbulent week, with trillions of dollars added to and erased from markets as if they were loose change. A single tweet from Trump can ignite optimism, only for an Iranian press release to instantly extinguish it. Still, we can point to the 10‑day delay... Εμφάνιση περισσότερων Μετάφραση
Damien Albin Douarre
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 📈 Another week of volatility and stress in markets means another week of opportunities to buy into high-conviction assets: 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $RMS.PA (Hermes International) 0.25% of the portfolio’s equity @ €1675.00 🟢 𝗡𝗲𝘄 𝗯𝘂𝘆 : $MC.PA (LVMH Moet Hennessy Louis... Εμφάνιση περισσότερων Μετάφραση

Σχετικά με Damien Albin Douarre
Γαλλία
Στρατηγική: Πολυ-στρατηγική

Long-term value & dividend strategy, boosted by crypto performance
Εμφάνιση πλήρους βιογραφικού Μετάφραση
3 Αντιγραφείς
777 Ακόλουθοι