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My stock portfolio as of November 3, 2024
The stock market situation is difficult in October, so I continue to buy shares for my portfolio. We have considered the process of achieving the target value. The portfolio is still in the process of formation, but each time the picture becomes clearer. Its size is exactly 1.425 million rubles.
The share of shares in the total portfolio is 30.1% (report as of November 1). If we take only the currency market (without deposits), then this is 39.4%. The target share of the exchange portfolio is 40%. The target value can be achieved with a portfolio size of approximately 1.5 to 1.6 million shares.
The changes in the stock portfolio in the second half of October are as follows.
I spent about 95,000 rubles on stocks. All purchases for the second half of October are here. In addition to stocks, we buy bonds and mutual funds.
According to the plan, I had to buy stocks that were far behind my target stocks: Sovcombank, Rosneft, Gazprom Neft, Magnit and Severstal. I did buy it, but my budget was no longer enough for another purchase. All moved into the green zone.
The new interest rates had a strong impact on all stocks, but some more so, so stocks ended up going in different directions and requiring more buying of stocks that adjusted more than others. Even Sberbank couldn't resist, and that's understandable. No one can get away from a 21% base rate.
Sberbank moved from the green zone to the yellow zone for the first time, but in the first basket the situation was generally similar to what was needed. Now the second and third baskets in the red zone include Tatneft, Yandex, NLMK and RT. This will be a candidate for my next purchase. Well, I think the same applies to Sberbank. Alosa even after a deep gap.
Just a reminder of my strategy and target distribution. To summarize: • Lukoil, Novatek, Sovcombank, Rosneft and Sberbank - 10% of the equity portfolio each (4% of the exchange portfolio each). • Tatneft, Severstal, Magnit, Gazprom Neft and Yandex - 5% of the equity portfolio each (2% of the exchange portfolio each). • PhosAgro, NLMK, Alrosa, Rostelecom, Inter RAO - 3% of the exchange portfolio each (1.2% of the exchange portfolio each).
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