{"id":2795,"date":"2024-06-23T23:24:20","date_gmt":"2024-06-23T21:24:20","guid":{"rendered":"https:\/\/www.powertrade.fr\/?p=2795"},"modified":"2024-08-27T10:00:02","modified_gmt":"2024-08-27T08:00:02","slug":"un-portefeuille-pas-comme-les-autres","status":"publish","type":"post","link":"https:\/\/www.powertrade.fr\/index.php\/2024\/06\/23\/un-portefeuille-pas-comme-les-autres\/","title":{"rendered":"UN PORTEFEUILLE PAS COMME LES AUTRES"},"content":{"rendered":"<p><\/p>\n<h2 class=\"wp-block-heading\">Un portefeuille pas comme les autres<\/h2>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les mati\u00e8res premi\u00e8res comme les m\u00e9taux, le gaz et le p\u00e9trole sont pour moi, des investissements moins risqu\u00e9s.\u00a0\u00c0 cela, on peut ajouter les mati\u00e8res premi\u00e8res agricoles telles que le bl\u00e9 et cacao.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les incertitudes politiques actuelles en France risquent de d\u00e9stabiliser de nombreuses entreprises fran\u00e7aises dans les mois \u00e0 venir.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><strong>Trois programmes sont propos\u00e9s aux Fran\u00e7ais :<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n<ol class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ol><\/ol>\n<\/li>\n<\/ol>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Continuer \u00e0 avancer \u00e0 la m\u00eame vitesse vers une situation difficile (Droit dans le mur \u00e0 110 KM\/h).<\/li>\n<li>Acc\u00e9l\u00e9rer cette progression (Droit dans le mur \u00e0 225 KM\/h).<\/li>\n<li>Changer de trajectoire sans garantie d&rsquo;\u00e9viter les difficult\u00e9s (tentative d&rsquo;\u00e9viter le mur, avec risque de tonneau)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">La position de la France vis-\u00e0-vis de la guerre en Ukraine et du conflit isra\u00e9lo-palestinien pourrait \u00e9voluer apr\u00e8s les \u00e9lections.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Quelle majorit\u00e9 politique prendra les r\u00eanes du pouvoir ?<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Quelle sera la politique de la France en Afrique ?<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Ces questions apportent de l\u2019incertitude sur le march\u00e9 boursier de Paris.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les tensions au Moyen-Orient influencent \u00e9galement les prix des mati\u00e8res premi\u00e8res.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">L&rsquo;acc\u00e8s aux ressources naturelles deviendra probablement un enjeu majeur dans les prochaines ann\u00e9es.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Le p\u00e9trole reste crucial pour nos \u00e9conomies et industries, et le changement climatique pourrait aggraver les probl\u00e8mes, en particulier la famine mondiale.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><strong>Les mati\u00e8res premi\u00e8res sont class\u00e9es en quatre cat\u00e9gories :<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n<ol class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ol><\/ol>\n<\/li>\n<\/ol>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Les mati\u00e8res premi\u00e8res \u00e9nerg\u00e9tique<\/li>\n<li>Les mati\u00e8res premi\u00e8res agricoles<\/li>\n<li>Les m\u00e9taux industriels<\/li>\n<li>Les m\u00e9taux pr\u00e9cieux<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Je pense personnellement que le secteur de l\u2019\u00e9nergie est<u> le plus prometteur car il est essentiel \u00e0 l\u2019\u00e9conomie.<\/u><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les m\u00e9taux pr\u00e9cieux sont \u00e9galement attractifs, offrant une valeur refuge en p\u00e9riode de crise.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les m\u00e9taux industriels sont importants mais n&rsquo;ont pas cet aspect de valeur refuge.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Quant aux mati\u00e8res premi\u00e8res agricoles, elles sont plus complexes et n\u00e9cessitent une s\u00e9lection rigoureuse.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><strong>Actuellement, le secteur de l\u2019\u00e9nergie constitue plus de 53 % de mes investissements avec les entreprises suivantes :<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul><\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Total \u00c9nergies<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Ecopetrol<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Petrobras<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Esso<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>DNO ASA<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Rubis<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>SNAM<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Maurel &amp; Prom<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Noram Drilling<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>GTT<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><strong>Dans le secteur des m\u00e9taux, je privil\u00e9gie les mines d\u2019or, qui repr\u00e9sentent environ 3,50 % de mes investissements, avec les soci\u00e9t\u00e9s suivantes :<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul><\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Barrick Gold<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Pan African Resources<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><strong>Le secteur des mati\u00e8res agricoles et agroalimentaires repr\u00e9sente 2,90 % de mes investissements, avec les entreprises suivantes :\u00a0<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul><\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Coca-Cola<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Danone<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Bonduelle<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>B&amp;G Foods<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Thai Beverage<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Bumitama Agri<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Ces secteurs combin\u00e9s repr\u00e9sentent pr\u00e8s de 60 % de mon portefeuille<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Mes liquidit\u00e9s et cryptomonnaies repr\u00e9sentent 24 % du total.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Les investissements dans les autres secteurs ne repr\u00e9sentent donc que 16 % du total de mes allocations d&rsquo;actifs.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Je pr\u00e9vois de continuer \u00e0 privil\u00e9gier le secteur minier dans les prochains mois, tout en investissant aux \u00c9tats-Unis dans le secteur technologique et les valeurs \u00e0 forte croissance, que je consid\u00e8re comme des \u00ab\u00a0mati\u00e8res premi\u00e8res grises\u00a0\u00bb, cruciales qui manquent \u00e0 la France.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Plus d&rsquo;informations sur les mati\u00e8res premi\u00e8res :<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.boursorama.com\/bourse\/actualites\/3-choses-a-savoir-avant-d-investir-dans-les-matieres-premieres-49ce4cb83d2f17abd32aeaa04bc419ff\">https:\/\/www.boursorama.com\/bourse\/actualites\/3-choses-a-savoir-avant-d-investir-dans-les-matieres-premieres-49ce4cb83d2f17abd32aeaa04bc419ff<\/a><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Patrick Guiboud-Ribaud<\/p>\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Un portefeuille pas comme les autres Les mati\u00e8res premi\u00e8res comme les m\u00e9taux, le gaz et le p\u00e9trole sont pour moi, des investissements moins risqu\u00e9s.\u00a0\u00c0 cela, on peut ajouter les mati\u00e8res premi\u00e8res agricoles telles que le bl\u00e9 et cacao. Les incertitudes politiques actuelles en France risquent de d\u00e9stabiliser de nombreuses entreprises fran\u00e7aises dans les mois \u00e0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3008,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ofc_meta_disable_footer_callout":"","ofc_meta_callout_button_url":"","ofc_meta_callout_button_txt":"","ofc_meta_callout_text":"","ofc_enable_fullscreen":"disable","ofc_fullscreen_speed":0,"ofc_fullscreen_nav":"enable","ofc_fullscreen_nav_pos":"right","ofc_fullscreen_nav_color":"","ofc_fullscreen_nav_tooltip_color":"","ofc_fullscreen_responsive":0,"osp_disable_panel":"default","osh_disable_topbar_sticky":"default","osh_disable_header_sticky":"default","osh_sticky_header_style":"default","osh_sticky_header_effect":"","osh_custom_sticky_logo":0,"osh_custom_retina_sticky_logo":0,"osh_custom_sticky_logo_height":0,"osh_background_color":"","osh_links_color":"","osh_links_hover_color":"","osh_links_active_color":"","osh_links_bg_color":"","osh_links_hover_bg_color":"","osh_links_active_bg_color":"","osh_menu_social_links_color":"","osh_menu_social_hover_links_color":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[9,1,15],"tags":[],"class_list":["post-2795","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bourse","category-macro-eco","category-metaux-precieux","entry","has-media"],"categories_names":["Bourse","Macro-\u00e9conomie","m\u00e9taux 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