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XlsPortfolio xlsportfolio : monitorez votre portefeuille d’actions et vos dividendes

Stratégie Sectorielle : Conso. discrétionnaire

Sociétés de consommation discrétionnaire avec une capitalisation boursière > à 2 Md€.

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  • Stratégie Sectorielle

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Stratégie dividendes : du +haut rendement au + faible rendement / 1. Stratégie Sectorielle | a) Dividendes Consommation discrétionnaire | 1. Conso. discrétionnaire

  Société Cap.1 Rdt. % PER Bêta Cours +bas2 +haut2 Industrie
Action Royaume-UniPersimmon8,99,310,40,92533,0-12%15%Homebuilders
Action SuèdeHennes & Mauritz197,315,01,1133,5-12%71%Specialty Apparel Stores
Action AllemagneDaimler596,65,91,555,1-1%39%Automobiles
Action Royaume-UniMarks & Spencer Group5,46,3189,11,0295,1-11%20%Department Stores
Action DanemarkPandora6,66,18,91,0445,8-2%70%Jewelry & Watch Stores
Action FranceLagardere3,05,816,61,222,6-3%27%Publishing & Broadcasting
Action Pays-basRandstad Holding9,25,514,61,250,4-5%18%Professional Services
Action AllemagneBayerische Motoren Werke515,25,81,477,6-1%26%Automobiles
Action Royaume-UniWPP175,09,41,21193,0-10%37%Advertising & Marketing
Action Royaume-UniBarratt Developments5,95,08,30,6515,4-1%33%Homebuilders
Action FranceRenault224,93,91,572,80%38%Automobiles
Action Royaume-UniITV7,94,516,71,1174,0-19%6%Publishing & Broadcasting
Action FranceSociete BIC3,74,412,70,779,4-4%36%Office Supplies
Action Royaume-UniWilliam Hill2,94,4-0,8303,4-21%14%Casinos & Gaming
Action SuisseAdecco Group8,74,311,81,059,4-4%35%Professional Services
Action SuèdeElectrolux6,04,111,30,9204,0-5%52%Home Improvement
Action AllemagneDeutsche Lufthansa9,83,94,10,820,6-14%52%Airlines
Action Royaume-UniKingfisher7,23,613,50,5297,0-7%23%Home Products Stores
Action Royaume-UniG4S4,73,615,90,6267,7-13%28%Security Services
Action Royaume-UniInternational Consolidated Airlines Group153,68,10,7664,0-14%9%Airlines
Action DanemarkISS5,53,518,10,8219,3-7%26%Building Maintenance Services
Action FranceCie Generale des Etablissements Michelin193,411,21,0104,3-1%25%Auto Parts
Action FrancePublicis Groupe143,415,80,858,9-12%14%Advertising & Marketing
Action AllemagnePorsche Automobil Holding8,33,25,01,554,6-13%47%Automobiles
Action FranceSodexo133,217,20,885,6-11%35%Food Services
Action FranceEdenred6,53,125,70,827,1-20%9%Other Commercial Services
Action Royaume-UniCarnival353,114,50,74347,0-3%25%Cruise Lines
Action Royaume-UniDaily Mail & General Trust2,83,1-0,9740,5-32%5%Publishing & Broadcasting
Action SuisseSGS172,832,10,82642,0-21%1%Professional Services
Action AllemagneVolkswagen712,86,41,5142,2-12%35%Automobiles
Action SuèdeSecuritas4,92,719,11,1147,5-15%3%Security Services
Action FrancePeugeot182,79,41,719,6-16%11%Automobiles
Action FranceValeo112,711,21,346,8-1%42%Auto Parts
Action Royaume-UniTaylor Wimpey6,62,710,60,8178,9-8%12%Homebuilders
Action Royaume-UniNext9,62,614,60,76050,0-42%3%Specialty Apparel Stores
Action EspagneIndustria de Diseno Textil912,627,00,729,3-21%19%Specialty Apparel Stores
Action Royaume-UniWhitbread8,22,616,61,43959,0-12%16%Lodging
Action FranceAccor122,536,01,042,0-8%16%Lodging
Action FranceBureau Veritas102,531,80,722,9-17%6%Professional Services
Action Royaume-UnieasyJet7,52,415,20,21673,0-32%8%Airlines
Action SuisseGeberit142,428,50,9427,9-5%14%Home Improvement
Action IrlandePaddy Power Betfair7,92,432,5-0,495,0-25%11%Casinos & Gaming
Action AllemagneContinental392,313,21,2195,6-5%32%Auto Parts
Action SuisseCie Financiere Richemont382,333,81,184,1-9%18%Apparel, Footwear & Acc Design
Action FranceWendel5,52,3-1,1118,0-5%29%Professional Services
Action FranceVivendi272,122,60,721,0-12%18%Entertainment Content
Action Royaume-UniCompass Group292,123,11,01618,5-14%3%Food Services
Action Royaume-UniBunzl8,72,024,51,02295,0-16%3%Other Wholesalers
Action FranceJCDecaux6,12,031,50,828,7-11%29%Publishing & Broadcasting
Action Royaume-UniPearson7,81,917,90,6885,0-36%5%Publishing & Broadcasting
Action Royaume-UniBurberry Group101,931,51,42160,0-31%1%Apparel, Footwear & Acc Design
Action ItalieLuxottica Group271,830,00,555,3-18%1%Other Spec Retail - Discr
Action Royaume-UniHays3,11,818,00,7186,6-15%11%Professional Services
Action FranceLVMH Moet Hennessy Louis Vuitton1441,828,01,1285,2-26%10%Apparel, Footwear & Acc Design
Action SuisseSwatch Group221,633,81,1471,1-27%6%Apparel, Footwear & Acc Design
Action Royaume-UniInterContinental Hotels Group101,620,11,24720,0-23%7%Lodging
Action FranceChristian Dior651,428,91,0358,2-36%7%Apparel, Footwear & Acc Design
Action Allemagneadidas391,426,70,8187,0-12%15%Apparel, Footwear & Acc Design
Action Royaume-UniIntertek Group101,333,90,85716,0-28%3%Other Commercial Services
Action FranceKering611,234,01,1483,6-44%8%Apparel, Footwear & Acc Design
Action Royaume-UniRentokil Initial7,31,19,61,0350,8-27%2%Building Maintenance Services
Action Royaume-UniSky280,927,90,71461,5-44%1%Cable & Satellite
Action FranceHermes International550,845,10,4523,8-21%16%Apparel, Footwear & Acc Design
Action ItalieFerrari5,70,6--116,5-37%11%Automobiles
Action FranceEurofins Scientific8,40,528,60,8476,4-20%18%Commercial Services
Action Pays-basAltice4,9--1,23,5-65%17%Cable & Satellite
Action ItalieFiat Chrysler Automobiles25-6,61,416,3-44%24%Automobiles
Action Royaume-UniCapita3,0--1,5159,8-51%168%Professional Services
Action ItalieMediaset3,2-39,91,62,7-1%30%Publishing & Broadcasting

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Stratégie contrariante : proche du +bas et éloigné du +haut à 52 semaines / 1. Stratégie Sectorielle | a) Dividendes Consommation discrétionnaire | 1. Conso. discrétionnaire

  Société Cap.1 Rdt. % PER Bêta Cours +bas2 +haut2 Industrie
Action FranceRenault224,93,91,572,80%38%Automobiles
Action FranceValeo112,711,21,346,8-1%42%Auto Parts
Action AllemagneDaimler596,65,91,555,1-1%39%Automobiles
Action Royaume-UniBarratt Developments5,95,08,30,6515,4-1%33%Homebuilders
Action FranceCie Generale des Etablissements Michelin193,411,21,0104,3-1%25%Auto Parts
Action AllemagneBayerische Motoren Werke515,25,81,477,6-1%26%Automobiles
Action DanemarkPandora6,66,18,91,0445,8-2%70%Jewelry & Watch Stores
Action ItalieMediaset3,2-39,91,62,7-1%30%Publishing & Broadcasting
Action SuèdeElectrolux6,04,111,30,9204,0-5%52%Home Improvement
Action FranceLagardere3,05,816,61,222,6-3%27%Publishing & Broadcasting
Action SuisseAdecco Group8,74,311,81,059,4-4%35%Professional Services
Action FranceSociete BIC3,74,412,70,779,4-4%36%Office Supplies
Action Royaume-UniCarnival353,114,50,74347,0-3%25%Cruise Lines
Action AllemagneContinental392,313,21,2195,6-5%32%Auto Parts
Action SuèdeHennes & Mauritz197,315,01,1133,5-12%71%Specialty Apparel Stores
Action FranceWendel5,52,3-1,1118,0-5%29%Professional Services
Action Pays-basRandstad Holding9,25,514,61,250,4-5%18%Professional Services
Action AllemagneDeutsche Lufthansa9,83,94,10,820,6-14%52%Airlines
Action Royaume-UniWPP175,09,41,21193,0-10%37%Advertising & Marketing
Action DanemarkISS5,53,518,10,8219,3-7%26%Building Maintenance Services
Action AllemagnePorsche Automobil Holding8,33,25,01,554,6-13%47%Automobiles
Action Royaume-UniKingfisher7,23,613,50,5297,0-7%23%Home Products Stores
Action Royaume-UniCapita3,0--1,5159,8-51%168%Professional Services
Action FranceSodexo133,217,20,885,6-11%35%Food Services
Action AllemagneVolkswagen712,86,41,5142,2-12%35%Automobiles
Action FranceJCDecaux6,12,031,50,828,7-11%29%Publishing & Broadcasting
Action SuisseGeberit142,428,50,9427,9-5%14%Home Improvement
Action Royaume-UniG4S4,73,615,90,6267,7-13%28%Security Services
Action SuisseCie Financiere Richemont382,333,81,184,1-9%18%Apparel, Footwear & Acc Design
Action FranceAccor122,536,01,042,0-8%16%Lodging
Action Royaume-UniMarks & Spencer Group5,46,3189,11,0295,1-11%20%Department Stores
Action Royaume-UniTaylor Wimpey6,62,710,60,8178,9-8%12%Homebuilders
Action FranceVivendi272,122,60,721,0-12%18%Entertainment Content
Action Royaume-UniWhitbread8,22,616,61,43959,0-12%16%Lodging
Action Allemagneadidas391,426,70,8187,0-12%15%Apparel, Footwear & Acc Design
Action Royaume-UniPersimmon8,99,310,40,92533,0-12%15%Homebuilders
Action FrancePublicis Groupe143,415,80,858,9-12%14%Advertising & Marketing
Action FranceEurofins Scientific8,40,528,60,8476,4-20%18%Commercial Services
Action EspagneIndustria de Diseno Textil912,627,00,729,3-21%19%Specialty Apparel Stores
Action FranceHermes International550,845,10,4523,8-21%16%Apparel, Footwear & Acc Design
Action FrancePeugeot182,79,41,719,6-16%11%Automobiles
Action Royaume-UniHays3,11,818,00,7186,6-15%11%Professional Services
Action Royaume-UniInternational Consolidated Airlines Group153,68,10,7664,0-14%9%Airlines
Action Royaume-UniWilliam Hill2,94,4-0,8303,4-21%14%Casinos & Gaming
Action ItalieFiat Chrysler Automobiles25-6,61,416,3-44%24%Automobiles
Action FranceEdenred6,53,125,70,827,1-20%9%Other Commercial Services
Action IrlandePaddy Power Betfair7,92,432,5-0,495,0-25%11%Casinos & Gaming
Action FranceLVMH Moet Hennessy Louis Vuitton1441,828,01,1285,2-26%10%Apparel, Footwear & Acc Design
Action FranceBureau Veritas102,531,80,722,9-17%6%Professional Services
Action Royaume-UniInterContinental Hotels Group101,620,11,24720,0-23%7%Lodging
Action ItalieFerrari5,70,6--116,5-37%11%Automobiles
Action Royaume-UniITV7,94,516,71,1174,0-19%6%Publishing & Broadcasting
Action Pays-basAltice4,9--1,23,5-65%17%Cable & Satellite
Action Royaume-UnieasyJet7,52,415,20,21673,0-32%8%Airlines
Action Royaume-UniCompass Group292,123,11,01618,5-14%3%Food Services
Action SuisseSwatch Group221,633,81,1471,1-27%6%Apparel, Footwear & Acc Design
Action FranceChristian Dior651,428,91,0358,2-36%7%Apparel, Footwear & Acc Design
Action FranceKering611,234,01,1483,6-44%8%Apparel, Footwear & Acc Design
Action SuèdeSecuritas4,92,719,11,1147,5-15%3%Security Services
Action Royaume-UniBunzl8,72,024,51,02295,0-16%3%Other Wholesalers
Action Royaume-UniDaily Mail & General Trust2,83,1-0,9740,5-32%5%Publishing & Broadcasting
Action Royaume-UniPearson7,81,917,90,6885,0-36%5%Publishing & Broadcasting
Action Royaume-UniIntertek Group101,333,90,85716,0-28%3%Other Commercial Services
Action Royaume-UniNext9,62,614,60,76050,0-42%3%Specialty Apparel Stores
Action ItalieLuxottica Group271,830,00,555,3-18%1%Other Spec Retail - Discr
Action Royaume-UniRentokil Initial7,31,19,61,0350,8-27%2%Building Maintenance Services
Action SuisseSGS172,832,10,82642,0-21%1%Professional Services
Action Royaume-UniBurberry Group101,931,51,42160,0-31%1%Apparel, Footwear & Acc Design
Action Royaume-UniSky280,927,90,71461,5-44%1%Cable & Satellite

1 Ou contre-valeur en € d’après la parité en vigueur     2 Ecart par rapport au +bas/haut à 52 semaines

3 Les F-Score Piotroski et IH Score sont calculés avec XlsValorisation à partir des comptes annuels de bilan et résultat.

Le rendement sur dividende indiqué est calculé d’après les dividendes ordinaires et exceptionnels distribués au cours des douze derniers mois. Il peut y avoir des inexactitudes et la pérennité du rendement n’est pas garantie. Rappelez-vous que le choix des actions n’est qu’un bout d’une stratégie patrimoniale. L’investisseur heureux préconise une diversification maximale, en terme de classes d’actifs (monétaire, obligataire, immobilier, actions…), zones géographiques et secteurs. Déposez vos remarques et suggestions sur les forums : Screeners de l’IH.

Sources : Bloomberg, Wall Street Journal et Financial Times