The Russian market flies into the abyss, and many people think that on such days it is better to observe the market. Maybe this is true, but I still bought stocks a little. And today you will find out exactly what shares I bought.

If you are not ready to buy promotions now, then bonds can be a quiet harbor (there is a repayment of 1-2 years)-there is a high risk that the key rate can be quickly raised against the background of panic in the economy.

Current risks for shares remain high - the entry of new regions into Russia will cause a new wave of sanctions. However, it is worth objectively recognizing that there is still no desired effect from previous sanctions.

In fact, it was not possible to cut Russia from the world economy, sanctions are not supported by large countries with weight (China and India). But the EU still does not stop attempts.

But in the case of the most negative scenario - the introduction of martial law, the exchange may completely close.

If you are concerned about this, then remove part of the funds. You can return them to the exchange again at any moment. In general, long -term investors need to keep free money - soon there will be a chance to buy good companies for nothing.

What promotions should I buy right now?

The traditional portfolio stabilizer is retail. If you need a stable, growing business that benefits from inflation, then it is worth focusing on the giants of the Russian grocery retail.

Unlike the risks of the oil and gas sector, the problems of metallurgists, etc., the demand for food continues to remain at a high level.

We can say that this is one of the leaders of the oil and gas sector, huge explored reserves and high production volumes. I bought in the hope of paying dividends.

In the context of uncertain prospects and problems, the main competitor - Gazprom, Novatek, from the point of view of the current situation and future prospects, looks like an obvious choice in his segment.

But here it is important to remember that our government wants to get another 1.4 trillion rubles from oil and gas companies in 2023. The Ministry of Finance intends to collect 200 billion rubles from LNG exporters. Perhaps this will happen through an export fee.

Segezhi quotes have already reached the minimum value from the moment of reaching the exchange. Despite the demand for products, the financial indicators of the company are under pressure.

At the same time, the company is helped by demand and high prices for products. A fairly large share of sales of the company was in the European market, now the growth of shipment volumes is observed in the Asian direction.

The company quickly redirected deliveries, increased sales within Russia, in the CIS and Turkey countries.

The company sells finished products, so the government restrictions on the export of raw materials will slightly affect the business.

But European sanctions significantly influenced the indicators. Product supplies to European regions have predictably decreased, the company gradually solves the problems of restructuring logistics to new markets and increases cargo turnover.

Segezha continues the implementation of investment projects, but the terms of implementation can be shifted. And at the moment, the company is faced with a number of difficulties. But for long -term investors of Segege, this is a good option for investment. The company needs time to reveal its potential.

At the current prices of the Yandex action are very attractive. IT -School growth potential is huge. Now Yandex is actively expanding its presence.

Sber has already adapted to all possible sanctions. The largest financial institution in Russia operates in the domestic market and has a significant client base.

Sberic shares are not as bad as it might seem after a sanctions strike. Of the risks here, of course, a huge share of the possession of non -residents.

For today, thanks for your attention!

Put a finger ♥ if the article was useful for you and do not forget to subscribe to the channel.