On the first half of the year, despite a stock market crash caused by Donald Trump’s announcements on customs duties, the stock market investment is doing pretty well. The main stock market indices are in green: CAC 40 has been up since January 1 (+6.48 %), as well as the S&P 500 (+6.08%). Certain sectors, such as that of the defense, have also progressed strongly. What to arouse questions among investors: should you take your profits now?
“We can say that we have made a good time on values like those of defense and that it is time to take his earnings”, concedes François Dossou, director of action management at Sienna Gestion. But for him, it is not necessarily judicious. “If a ceasefire is announced this summer and defense values are falling, it could be an opportunity to strengthen rather than go out. These values benefit from unprecedented visibility thanks to investment plans in Europe, there is therefore no reason to leave this sector. ”
Delegate the management of your portfolio to make sure to make the right decision
To arbitrate between values or sectors to be preserved or yielded, it may be wise to call on a professional whose job is. This can be the case by opting for example for a controlled management or under mandate of your savings product (life insurance, action savings plan (PEA), securities account, etc.). “There management controlled or mandateI think it’s the future “Benoist Lombard, President of Maison Laplace & Deputy Managing Director of the Crystal group. “Who better than a professional can be reactive in case of upheavals on the markets, and take the right protection options for your wallet?”
In summary, it is better not to rush to take your earnings before summer. And if we prefer not to follow markets on a daily basis, entrust management to experts can allow you to take advantage of opportunities … Even from the beach.
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