Разумный инвестор | Цель: 15 млн руб.

Брокерский счет по состоянию на 19.05.2024.

Итоги недели (13-17.05.2024).

Покупки

Яндекс: докупил одну акцию за 4 423 руб. Теперь в портфеле 21 шт. со средней ценой 2 646 руб. (+60%).
Доля - 5,65%.

Сбербанк (ап): докупил один лот (10 акций по 315 руб.). Теперь в портфеле 280 шт. со средней ценой 203,69 руб. (+60%).
Доля - 5,7%.

Сургутнефтегаз (ап): докупил один лот (100 акций по 71,5 руб.). Теперь в портфеле 1 200 шт. со средней ценой 38,105 руб. (+90%).
Доля - 5,45%.

Также докупил ВДО - Селлер.

Мысли вслух

USD = 90,95 руб.
HKD = 11,1 руб.
CNY = 12,5715 руб.

На след. неделе докуплю скорее всего что-то из Сбербанк/Яндекс/Русагро/Черкизово/Роснефть/ФосАгро.

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www.tg-me.com/kr/Разумный инвестор | Цель: 15 млн руб /com.my_investment/3836

2.5K viewsMay 19 at 16:33

tg-me.com/my_investment/3836

Create: 2024-05-19
Last Update: 2024-06-19 22:50:40

BY Разумный инвестор | Цель: 15 млн руб.

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Разумный инвестор | Цель: 15 млн руб Telegram | DID YOU KNOW?

That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.

Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

Разумный инвестор | Цель: 15 млн руб Telegram | DID YOU KNOW?

Spiking bond yields driving sharp losses in tech stocks

Брокерский счет по состоянию на 19.05.2024.Итоги недели (13-17.05.2024).ПокупкиЯндекс: докупил одну акцию за 4 423 руб. Теперь в портфеле 21 шт. со средней ценой 2 646 руб. (+60%).Доля - 5