Dear Copiers & Investors,
๐๐ฒ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐ข๐ฌ ๐ฎ๐ฉ +๐๐๐% ๐ฌ๐ข๐ง๐๐ ๐๐๐ง๐ฎ๐๐ซ๐ฒ ๐๐๐๐!
Quick update on my performance: ๐
- Strong outperformance of market during the last 10 months, my stock picking with a strong tech focus has performed well.
- French market is still affected by political turmoil, being flat since 2024 $FRA40
As you have seen in recent weeks, my portfolio allocation has remained very stable. I look carefully at market evolution, and ๐ฐ๐ข๐ฅ๐ฅ ๐ซ๐๐ฅ๐จ๐๐๐ญ๐ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ข๐๐๐ฅ๐ฅ๐ฒ ๐๐๐ญ๐๐ซ ๐ญ๐ก๐ ๐๐๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐ฌ๐๐๐ฌ๐จ๐ง!
I believe the results are going to be strong. Yet the market is not reflecting enough the risks in my opinion, leading to high valuation. ๐๐ฒ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐ข๐ฌ ๐ง๐จ๐ฐ ๐๐จ๐ฆ๐ฉ๐จ๐ฌ๐๐ ๐จ๐ ๐.๐๐% ๐จ๐ ๐๐๐ฌ๐ก ๐๐ง๐ ๐๐ช๐ฎ๐ข๐ฏ๐๐ฅ๐๐ง๐ญ๐ฌ - ๐ฐ๐ก๐ข๐๐ก ๐ฐ๐ข๐ฅ๐ฅ ๐ ๐ข๐ฏ๐ ๐ฆ๐ ๐จ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ข๐๐ฌ ๐ข๐ง ๐๐จ๐ฆ๐ข๐ง๐ ๐ฆ๐จ๐ง๐ญ๐ก๐ฌ!
Thank you for your confidence,
Nicolas ๐ฉ
--------------------------------
๐ ๐จ๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ ๐ญ๐ก๐ ๐ฆ๐๐ซ๐ค๐๐ญ ๐๐จ๐ซ ๐ ๐ฒ๐๐๐ซ๐ฌ. ๐๐จ๐ฉ๐ฒ-๐ญ๐ซ๐๐๐ ๐ฆ๐ to be part of this ๐
(๐ถ๐๐๐ฆ-๐ก๐๐๐๐๐๐ ๐๐ ๐๐๐๐ ๐๐ ๐โ๐๐๐๐ ๐๐ ๐ธ๐ก๐๐๐, ๐ ๐ก๐๐๐ก๐๐๐ ๐ค๐๐กโ 200๐ข๐ ๐)... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Mon Mar 09 2026 04:39:44 GMT+0000 (Coordinated Universal Time)
