For Whom?
The 100K PEA portfolio is designed for investors looking to invest a capital of €100,000.
The ETFs included in this portfolio can be purchased in a standard securities account and are all eligible for the Equity Savings Plan (PEA).
This scheme, exclusively available to French tax residents, offers tax exemption on gains and dividends for a period of five years.
Composition?
This portfolio is designed to invest a substantial amount of capital. It includes investments in:
- Europe: The 600 largest European companies,
- Dividend: 30 European companies with the highest dividend payouts,
- Basic resources: 600 European companies in the basic resources sector (metals, fossil fuels, water, land, and agricultural products),
- US technology: The 100 largest US technology companies,
- US Mid & Small cap: The 2,000 smallest publicly listed companies in the United States (Russell 2000),
- Water: The global water industry sector,
- US Large cap: The 500 largest US companies,
- Japan: 2,000 Japanese stocks representing a key indicator of the Japanese economy,
- healthcare: The global healthcare sector.
How?
The investor must have €100,000 available in their securities account (or Equity Savings Plan).
Privanext will send investment alerts over the weekend to recommend the purchase or sale of assets in the 100K PEA portfolio based on market opportunities.
The portfolio is gradually adjusted in line with major trends. Historically, around 65% of the portfolio is invested within the first year following subscription.
Alerts will be sent to you on Saturday morning for a purchase or sale to be made with your securities provider at the close of trading on Monday.