The Stock Market and Investments editorial team offers its subscribers the opportunity to sift through their portfolio, anonymously and free of charge. This week, it was one of our Norman subscribers, Guillaume*, who entrusted his PEA, in very bad shape it is true, to the editorial staff for an in-depth analysis.
The tax envelope was opened in the year 2000 to accommodate the unlisted shares of his company that he held at the time. Now retired, most of his assets are placed in life insurance contracts, the balance being invested in this PEA.