Залим Сохов - ON FLEEK investing | United States America (US)

Create: 2025-05-13 Update: 2025-06-27 05:56:10

Мосбиржа опубликовала данные по "народному портфелю" за апрель 2025.

Для сравнения добавил красным данные за апрель 2024.

Что примечательно:

- Т-Технологии, Х5 и Новатэк заняли места депрессивных Норникеля, Северстали и Магнита. No dividends no party), с одной стороны, а с другой - открытость компаний;

- Доли Сбера, Лукойла и Газпрома остаются стабильными;

- Доля Яндекса заметно снизилась, хотя вроде ничего драматичного с бизнесом не произошло.

Залим Сохов - ON FLEEK investing

Сравним доли в "Топ-10 в народном портфеле" в январе '24 по отношению к сентябрю '22. Видим, как народ начинает "принимать ситуацию" в Газпроме и перекладывать в более понятные дивидендные кейсы - Сбер, Лукойл...появились новички - Магнит и Северсталь...…

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Залим Сохов - ON FLEEK investing

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Мосбиржа опубликовала данные по "народному портфелю" за апрель 2025.

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