Разбор РЕАЛЬНОГО инвестиционного портфеля (Александр Рыбин)

✅ AVO Investors Association at Max https://max.ru/Bondholders ✅ AVO Investors Association https://t.me/Bondholders ✅ 24/7 Bond Discussion Chat https://t.me/GoodBonds Full recording of the "Investment Portfolio Analysis" session from the IV Issuers' Fair A real-life investment portfolio analysis was conducted by Alexander Rybin, a private investor, member of the Board of Directors of the AVO Investors Association, and host of the "Manka Bonds" channel. 00:00:00 Introduction 00:01:24 Analysis of the First Portfolio 00:03:56 Critique of the Portfolio Composition 00:04:56 Evaluation of Individual Issuers 00:07:08 Risks and Liquidity 00:08:58 Analysis of the A Rating 00:12:45 Risks of the Higher Domestic Product 00:14:53 Analysis of the Second Portfolio 00:17:50 Reasons for Refusing to Buy Shares 00:18:48 Long-Term Investment Strategy 00:19:39 Portfolio for 100,000 Rubles 00:21:20 Portfolio for 54,000 Rubles 00:23:07 Portfolio Up to a Million Rubles 00:27:36 Portfolio Five 00:30:23 Analysis of Leasing Companies 00:34:12 Other Companies 00:36:07 Discussion Portfolios 00:38:02 Strategy with falling securities 00:41:34 Samolet bonds 00:42:50 Pawnshops 00:45:54 Investing in old issues 00:47:19 Stocks as an investment instrument 00:48:57 Investing in American stocks 00:49:50 Strategy with OFZs 00:53:01 Bond funds 00:57:43 Examples of VDOs 01:00:13 Monitoring recommendations 01:01:53 End of session