Dear customer, Dear customer,
We want to give you some rules to follow to invest in the best conditions and to show you the potential risks that you may be exposed to.
Your knowledge, your investor profile
First, evaluate your scholarship and financial knowledge and train yourself by consulting the Investor's Guide, a real introduction to the stock market and savings available on your site. Boursorama Bank under the heading "Help / Training".
Then define your investor profile (careful, balanced, dynamic) and your objectives (investment duration, profitability …). This observation helps you to find the products and markets that suit you best.
Think of your liquidity needs
Adjust your investment period (1 month, 1 year, 5 years, …) to your liquidity needs (projects, taxes …) and in any case do not invest too much of your assets on the stock market.
The composition of your portfolio
Study the composition of your portfolio: diversify your investments to minimize the risk inherent in a specific medium or sector and do not invest in optional products (warrants, certificates) that are very risky if your portfolio is not not important enough.
Know the life of societies
More information about the company you want to invest in (news, financial health, future activities, …).
Take into account the risks to which you are exposed: if certain products (volatile shares, warrants, certificates, futures, etc.) or certain investment methods (Deferred Settlement Service) increase profit expectations, they also increase the risk considerably. of loss (total). Therefore, thorough prior technical knowledge is required, therefore we advise neophytes to deviate from this type of products.
Different risks depending on the markets
Take into account the characteristics of the markets on which you are going to invest: you are dealing with a variable risk (liquidity, volatility, information level, exchange rates …) depending on the markets on which you decide to intervene (Prime Market, Second Market, New market, free market, foreign market …).
Freeze your losses
Finally, the golden rule to remember is to freeze its losses: it is up to you to define the amount of loss that is acceptable from the beginning and once this level is reached act accordingly.
By applying these few rules of good behavior, you will understand your risk better if you invest in Markets
A series of full courses at the fair is also available free of charge and you can find Boursorama Bank on your website in the "Help / Training" section. If there are any questions unanswered, do not hesitate to contact your agency that is at your disposal.
With best regards,
The team Boursorama Bank.