Mes 5 actions préférées pour 2024 (et celles que je vends)

Mes 5 actions préférées pour 2024 (et celles que je vends)

My 5 favorite stocks for 2024 (and the ones I'm selling)

by Sébastien Koubar

Humanities, Social Sciences & Thought Economics & Finance KFFFinance and the finance industryKFFMInvestment and securities
🎙 Sébastien Koubar 👥 202K 📅 March 3, 2024 ⏱ 20 min 👁 50K 📄 expert opinion 🧭 2026-09-08
Available in: English (current) Français

Keywords

dividend stocksportfolioMSCIFastenalDisney

Summary

In this video, Sébastien Koubar reviews his dividend portfolio and announces the sale of three stocks (Net Lease Office Properties, Danone, and 3M) and the purchase of two new ones (MSCI and Fastenal), while highlighting his five favorite stocks for 2024: Disney, Microsoft, Chevron, MSCI, and Fastenal. He begins by presenting his portfolio performance, with a total invested of €47,434 and a current value of €57,014, a positive return of 20.20%. He then explains his reasons for selling each stock: NLOP due to its office sector exposure, Danone due to its low dividend growth and preference for Nestlé, and 3M due to legal issues and dividend risk. For his favorite stocks, he cites Disney’s return to dividends and buybacks, Microsoft’s AI integration, Chevron’s attractive dividend growth and acquisition of Hess, MSCI’s index business and high margins, and Fastenal’s consistent fundamentals and dividend growth. He also mentions his monthly investments and annual dividend income, and promotes his tool Invvest for portfolio tracking.

161 words

Critical Evaluation

Value of the Information & Strength of the Argument

The video provides a clear and structured presentation of the author’s investment decisions, with justifications based on fundamental analysis, dividend growth, and business quality. The argumentation is coherent and reflects a long-term dividend growth strategy. However, the analysis is largely subjective and relies on personal opinions and limited data, without providing comprehensive evidence or addressing potential risks in depth. The promotional segments for his own tool and broker referrals may bias the content.

Scientific Rigor, Source Quality, Title Accuracy

The video lacks rigorous scientific sourcing; the author mentions using Dataroma and Invvest but does not provide direct references or links to specific data. The title accurately reflects the content, which is a personal investment update. The description includes affiliate links and a promotional tool, which may affect the neutrality of the information. The comments are generally positive, with viewers appreciating the clarity and transparency, but some express concerns about specific stocks and ask for more analysis.

165 words

Title / Content Match

The title accurately reflects the content, which details the sale of three stocks and the purchase of five favorites for 2024.

Quality & Reliability

6/10

The video presents personal investment decisions and opinions with some fundamental data, but lacks rigorous sourcing and relies heavily on subjective analysis and promotional content.

Chapters

Cited Sources

  • Invvest — The author's portfolio tracking tool, used to present portfolio performance and dividend income.
  • Sébastien Koubar's portfolio on Invvest — Direct link to the author's public portfolio, showing his holdings and performance.

Concurring Sources

  • Dataroma — The author references Dataroma to show that Disney is the most bought stock among super investors, supporting his bullish view.

Contribution & Novelties

The video offers a personal perspective on dividend stock selection, emphasizing dividend growth and business quality. It introduces MSCI and Fastenal as new additions, providing insights into their business models and financial metrics. The author also shares his portfolio tracking tool, Invvest, which may be useful for viewers.

Pour aller plus loin :

  • Dividend growth investing — A strategy focused on companies with a history of increasing dividends.
  • MSCI Inc. — Overview of the company’s index business and financials.
  • Fastenal Company — Information about the industrial supplier’s operations and history.

90 words

Radar Profile

The radar profile shows moderate scores across all dimensions, with a slight emphasis on quantity of information and technical level, but lower quality and reliability due to the subjective nature and lack of rigorous sourcing.

Reliability 5/10

💬 Positif. Sur les 30 commentaires analysés, les retours sont majoritairement positifs, avec des remerciements et des demandes de conseils supplémentaires, bien que quelques commentaires expriment des réserves sur certaines actions.