💎📈 Position Increase – Main Street Capital ($MAIN (Main Street Capital Corp.))
This week, I decided to increase my position in Main Street Capital, a leading BDC (Business Development Company) that I consider a core income pillar in my portfolio, combining high yield, disciplined management, and strong... Näytä enemmän Käännä
💎📈 Renforcement de position – Main Street Capital ($MAIN (Main Street Capital Corp.))
Cette semaine, j’ai décidé de renforcer ma position sur Main Street Capital, un BDC (Business Development Company) de référence que je considère comme un pilier income de mon portefeuille, combinant rendement élevé,... Näytä enemmän Käännä
💎📉 Position reinforcement – Sysco ($SYY (Sysco Corp))
This week, I decided to reinforce my position in Sysco, the U.S. leader in foodservice distribution, which I view as a defensive compounder combining resilience, recurring cash flows, and long-term transformation potential.
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🔎 Why Sysco today?
📊... Näytä enemmän Käännä
💎📉 Renforcement de position – Sysco ($SYY (Sysco Corp))
Cette semaine, j’ai décidé de renforcer ma position sur Sysco, leader américain de la distribution alimentaire (foodservice), que je considère comme une valeur défensive de qualité, combinant résilience, cash-flow récurrent et potentiel de transformation... Näytä enemmän Käännä
💎📉 Position reinforcement – Accenture ($ACN (Accenture Plc))
This week, I decided to reinforce my position in Accenture, a global leader in digital transformation consulting, which I view as a core portfolio holding combining quality, AI exposure, and an attractive entry point after a significant... Näytä enemmän Käännä
💎📉 Renforcement de position – Accenture ($ACN (Accenture Plc))
J’ai décidé cette semaine de renforcer ma position sur Accenture, leader mondial du conseil en transformation digitale, que je considère comme un dossier core portefeuille combinant qualité, exposition à l’IA et point d’entrée redevenu... Näytä enemmän Käännä
✨ Monthly Contribution – DCA Strategy
As every month, I have carried out my monthly reinforcement, fully aligned with my DCA (Dollar-Cost Averaging) strategy.
This contribution represents around 1% of my capital, progressively invested into selected positions in order to:
🔹 Smooth my entry points... Näytä enemmän Käännä
✨ Apport mensuel – Stratégie DCA
Comme chaque mois, j’ai procédé à mon renforcement mensuel, dans la continuité stricte de ma stratégie DCA (Dollar-Cost Averaging).
Cet apport représente environ 1 % de mon capital, investi progressivement sur des positions ciblées afin de :
🔹 Lisser mes points d’entrée... Näytä enemmän Käännä
March Monthly Report
📊 A tense month with rising volatility and Risk Score back to 4.
In a context marked by increased market instability and the beginning of the conflict in Iran, the portfolio shows overall resilience.
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❌ Monthly performance: –3.74%
❌ 2026 YTD: –2.07%
✅ 2-year performance: +46.96%
💰... Näytä enemmän Käännä
Bilan du mois de Mars
📊 Un mois sous tension avec le retour de la volatilité et un Risk Score à 4.
Dans un contexte marqué par une forte instabilité des marchés et le début du conflit en Iran, le portefeuille démontre une bonne résilience globale.
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❌ Perf. mensuelle : –3,74 %
❌ Perf. 2026 YTD :... Näytä enemmän Käännä
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