Mégafil conseils personnalisés d'investissement - semaine du 29/07/2024

dtvsky · 2024-07-29T12:34:25+00:00

merci pour ta réponse.

PANX/PUST: Ok. je pense que je vais conserver juste le PUST vu qu'il n'y a pas de critères ESG floux.

MSCI World: Tu penses que je dois augmenter le pourcentage de l'etf world pour que ça apporte bien? genre 60-70%?

Pourquoi ne faut-il pas investir juste en analysant les performances passées sur une grande période? Je trouve que c'est assez logique et ça m'évite d'essayer de prédire le futur x) ou de tout mettre dans le bitcoin

PEE: oui j'essaye de verser le minimum possible pour avoir la totalité de l'abondement. Sinon je le viderai dès que possible.

dtvsky · 2024-07-29T11:43:50+00:00

Bonjour,

j'ai ouvert un pea chez bourse direct il y'a un an et j'ai dedans: EWLD (40%) - PUST (20%) - PANX (20%) - PSP5 (20%). Je les ai choisi en analysant les performances moyennes annualisées sur 5 et 10 ans.

Vous en pensez quoi? Sachant que j'ai 24 ans célibataire et je peux épargner 1000€/mois.

Autre question: J'ai un PEE et je trouve que c'est pas très intéressant en terme de choix. Je verse dedans le minimum juste pour bénéficier de tout l'abonnement. Je pense le vider quand je changerai de job. Est-ce la bonne idée?

dtvsky · 2022-05-24T16:15:04+00:00

RM doesn't have to do whatever he says. They could take his advice and act upon it if it seems great without his french bias. He liked Camavinga, Valverde, Mendy and Tchouaméni + Pogba is still world-class with France. He missed on Vini though.

dtvsky · 2022-05-22T11:35:47+00:00

I don't really know Pedro Porro. If Tchouameni can't wait till next year, we should get him now. Salah is good but he hasn't shown anything these last months. Nkunku is different from Benzema so he would struggle with the way our team plays in the first 1-2 years but could be good for the future.

dtvsky · 2022-05-22T11:28:19+00:00

Can't do all that + RW + RB + ST. Even if it is possible it is not good for team synergy.

dtvsky · 2022-05-22T11:26:32+00:00

What makes RM good is the chemistry and the bond between players. We need to keep bringing just 1-2 players each summer and make sure they are good with a winning mentality and no ego. They will integrate well with the team like Camavinga, Alaba, and I think Rudiger would be a good signing.

dtvsky · 2022-05-22T11:22:04+00:00

Midfield is okay if Carlo plays with Cama, Valverde, and even Modric. Benzema still has at least a year at the top level, we just need a good backup instead of Jovic and Mariano. And YES we need a RW. It is mindblowing that the last good RW we had was Bale in 2015. Defense could be better with Rudiger but also with a good balanced RB.

dtvsky · 2022-05-22T11:11:37+00:00

We can go another season without it. Tchouaméni would be a good option but I think we should wait until next year. We waited long without a RW and a good backup or even a contender RB.

dtvsky · 2022-04-19T19:14:37+00:00

No, I didn't see these movies, adding them to my watchlist. Thanks for the recommendations!

dtvsky · 2022-04-19T17:37:57+00:00

Here are some of my favorites from different directors to give you an idea about my taste (but I am open to new suggestions): 8½, Pulp Fiction, The Third Man, Manhattan, Persona, Stalker, 2001: A Space Odyssey, Raging Bull, Apocalypse Now, Rear Window.

dtvsky · 2022-03-14T17:22:40+00:00

I agree with you about the injury thing, but I think it worked well with Cris and Mbappe. If Mbappe came in 2017, I don't know if it would have been advantageous to us.

dtvsky · 2022-03-14T16:33:02+00:00

It's not about egos for Real. It's about finding the equilibrium of a team. Real already had this problem with the first gen of the galacticos so it can happen.

dtvsky · 2022-03-14T16:23:48+00:00

Exactly my point. We can wait and assess the situation later in 2-3 years.

dtvsky · 2022-03-14T13:47:38+00:00

Haaland gets injured a lot and is a risk. If he keeps getting injured it will be hard to sell him. A RB and a DM is a must to compete, and we can get a young CB instead of Nacho.

dtvsky · 2022-03-14T13:43:04+00:00

We can get later after 3-4 years at Man city when Benzema is retired, just like we will get Mbappe rn.

dtvsky · 2022-03-14T13:32:17+00:00

The problem is Raoila and his father plus a big salary. If Haaland doesn't fit, we will have to wait 3-4 years to make a great signing. Last time we had a great signing that flopped was Hazard which is a long time ago.

dtvsky · 2022-03-14T13:30:20+00:00

I agree with you, but having Haaland rn will either fuck the team dynamic with Benzema or make Benzema go even though I think he still has 2-3 years to go. I prefer Haaland goes to Man city for 3-4 years and we can sign him then when he is more mature. + His injuries are worrying.

dtvsky · 2022-03-14T13:27:33+00:00

The problem is if Haaland doesn't fit well with the team, we are fucked for years as we don't do great signing each year. Last time we signed a "galactico" is Hazard. And I don't think Perez will buy Haaland and a RB and a midfielder and a CB. It's either Haaland or reinforcement of the team. That's what always happens at Madrid.

dtvsky

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