Good day, friends!
Monthly report according to my portfolio.
In a month they increased (by 56k) due to the growth of Yandex and Tinkof Bank. In my opinion, these companies are now at fair value levels or even higher. It’s funny that right now we can see the activity of newcomers who like to get into the market at the maximum - they didn’t care about Yandex, which was hanging out in the range of 2000-2500 per share, TKS Bank in general at levels of 850-1000 RUB for TCSG was predicted to be 500 RUB and almost bankruptcy. Now, miraculously, forecasters are flying at overheated stocks like they’re pies, and then they will spit on them and dump them when they drop by 10%. I do without purchases (I don’t see anything interesting and decided to increase my cash cushion), the only relevant idea is to buy dollars in the long term, with which I will later buy stocks. I continue to hold all existing positions; I do not fix or rebalance on increased securities; there is no point in this. Let me remind you that I do not have take profits, as long as I like the fundamentals of the company, it will be in my portfolio.
Thank you for your attention!💪😎
Ideas
July 21, 2020