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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

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