{"id":14302,"url":"\/distributions\/14302\/click?bit=1&hash=85de650764093d71ea8033be4100d58b5a8f2ccf21a191bfae1e0f50831313c5","hash":"85de650764093d71ea8033be4100d58b5a8f2ccf21a191bfae1e0f50831313c5","title":"\u0411\u0443\u0445\u0442\u0430 \u0441\u0442\u0430\u043b\u0430 \u043e\u043f\u0435\u0440\u0430\u0442\u043e\u0440\u043e\u043c \u0444\u0438\u0441\u043a\u0430\u043b\u044c\u043d\u044b\u0445 \u0434\u0430\u043d\u043d\u044b\u0445 \u0432 \u041a\u0430\u0437\u0430\u0445\u0441\u0442\u0430\u043d\u0435","buttonText":"","imageUuid":""}

INVEST KITCHEN / ИНВЕСТИЦИИ

14 мая в 21:03 14 мая

Сделки внутри дня

В целях сохранения полученной прибыли продолжаю осуществлять ребалансировку в портфеле "Акции Роста" - рост с начала года +25.6%

Частичная продажа:

🔼 Фиксирую 1/3 по лонгу HeadHunter Group PLC $HHRU по 5113Р это 65.1%

🔼 Фиксирую 1/3 по лонгу Мать и дитя $MDMG по 1180.1Р это 27.1%

Должен отдельно отметить, что данные компании остаются перспективными, ведь впереди у них процесс редомициляции и ожидаемое объявление о дивидендах. Но в рамках личной стратегии, решил долю в них сократить.

Увеличение позиции:

Сегежа Групп 003P-02R $RU000A105SP3 - доходность к дате оферты 28.1% (дата оферты 07.05.2025г)

Часть полученных денег направил на покупку корпоративных облигаций Сегежи

Структура портфеля:

Доля акций 87%

Доля облигаций 13%

А какие Вы сегодня совершали действия на рынке?

'Не является инвестиционной рекомендацией

95 показов

8 открытий

0

Комментарии

Написать комментарий...

-3 комментариев

Раскрывать всегда

[{"id":1,"label":"Header, 100%x250: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfl"}},"distribution":"top-desktop"},{"id":2,"label":"Header, 1200x400\/600: M","provider":"adfox","adaptive":["phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfn"}},"distribution":"top-mobile"},{"id":4,"label":"Article Branding top","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"cfovx","p2":"glug"}}},{"id":5,"label":"300x600: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"ezfk"}},"distribution":"right-sidebar"},{"id":6,"label":"Above the Comments: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"h","ps":"bugf","p2":"ffyh"}},"distribution":"before-comments-desktop","analytics":"AdfoxRecount \u2014 1020 \u2014 Show"},{"id":7,"label":"Above the Comments: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"bwkpg","p2":"fjxb"}},"distribution":"before-comments-mobile"},{"id":12,"label":"Topbar button: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"bscsh","p2":"fdhx"}}},{"id":13,"label":"In Article: M","provider":"adfox","adaptive":["phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"h","ps":"bugf","p2":"flvn"}},"analytics":"AdfoxRecount \u2014 300 \u2014 Show"},{"id":15,"label":"In-Feed Teaser: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"byudx","p2":"ftjf"}}},{"id":16,"label":"Topbar button: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"byzqf","p2":"ftwx"}}},{"id":17,"label":"Stratum: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fzvb"}}},{"id":18,"label":"Stratum: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fzvc"}}},{"id":19,"label":"Under the News Teaser: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","auto_reload":true,"adfox":{"ownerId":228129,"params":{"p1":"cbltd","p2":"gazs"}}},{"id":20,"label":"Leftbar button: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"p1":"cgxmr","p2":"gnwc"}}},{"id":21,"label":"Header Microteaser: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"gtjk"}}},{"id":23,"label":"In Article: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"hiig"}}},{"id":26,"label":"For test: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbj"}}},{"id":27,"label":"For test: M","provider":"adfox","adaptive":["tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbn"}}},{"id":28,"label":"For test: DM","provider":"adfox","adaptive":["desktop","tablet","phone"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"icbo"}}},{"id":31,"label":"300x600 screen 2: D","provider":"adfox","adaptive":["desktop"],"adfox_method":"createAdaptive","adfox":{"ownerId":228129,"params":{"pp":"g","ps":"bugf","p2":"fizc"}}}]