Best practices for registered shares

English
1

Good morning to you all

I’m curious to know how people treat registered shares, i.e. shares that are directly registered in a company’s books (especially for French companies).

What is considered best practice: grouping all the registered shares together in a single portfolio (even though they have nothing in common)? Or simply add them to my ordinary securities accounts held by brokers; the value of the portfolio will no longer correspond to that displayed by the broker, but perhaps this is more coherent for performance monitoring?

Thank you for your contributions

2

This is up to you and your ways of analyzing your portfolio.

If you like to analyze a security all together and not independent, it’s completely fine to have them all in one security account.

If you like to see every bit and pieces, or keep it open for the future, you can create a second security account.

So the best practice always depends on personal preferences.

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