Model portfolio: Vivendi Go on a shopping spree? – Reuters

Alexander Kovalenko

According to information from Reuters, the British pay-TV broadcaster Sky has come to the attention of the French media giant Vivendi, whose share is in our portfolio. Vivendi especially the Supervisory boss Vincent Bollore is in charge.

The French big business is based on the last time the core business of the Vivendi own TV group Canal Plus and has an eye some small pay-TV providers, such as in Turkey, thrown. A potential takeover of Sky would of course quite a different size than the previous activities and would make Vivendi a European provider.

Alexander Kovalenko

• Alexander Kovalenko works for Bavarian assets. “We usually do not make predictions, because it is our view much sense,” he says. “We can only say that the shares for us currently represent a highly preferred asset class, and especially the (south) European stocks that are still trading well below their fair value. In addition a dividend yield of an average of about three percent. In stocks, so we see despite possible and even probable corrections rather a very attractive risk / reward profile! “

• The Social Trading Depot is understood as a combination of a long-term core portfolio and innovative form of investment of the Social Trading. A proportion of 60 to 70 percent constitutes a stock portfolio, which takes a value approach: it is invested in ten to 15 highly undervalued Title of the broad European equity market, the selection of individual securities is done by analyzing the fundamental criteria or the balance sheet data. The Social-trading accounts for between 30 and 40 percent and is invested in wikifolio Index Certificates: This form different strategies of top traders on wikifolio.com from. The Social-trading depot is to be fully invested in the rule. The investment horizon is medium to long term oriented and rarely sees shifts before. The Social Trading Depot is supervised by Bavarian AG assets.

• Every commentator starts with a fictitious initial capital of 100,000 euros. At the beginning up to three securities are purchased. Then it is up to the commentators, the intervals at which they conservative, risk-oriented or speculative invest in securities in accordance with their investors perspective. Will be accepted fees for buying and selling of 0.5 percent and deducted from the cash balance. Interest and dividends are booked to the Cash Balance. The depot composition does not change himself daily. An editor may appeal a few days a comment Pause – The portfolio may change yet

The. companies potentially involved rejected according to Reuters to comment. Since it is so far only a rumor, it would be too early to start with a more accurate assessment of the transaction affect the business model of Vivendi.

Alexander Kovalenko The Wikifolio Depot

individual values ​​and performance in detail.

We will continue to monitor the situation. Since launch the model portfolio, we have earned the Vivendi share about 22 percent (including dividends).