In 2021, Konstantin Kuzikov began investing 50 euros a week in the stock market. The goal is to reach a capital value of 36,000 euros in ten years. Raivis Vilūns has also started investing since January, but he uses more profitable and riskier financial instruments. You can find out how both Konstantin’s and Raivis’ portfolio is doing in this article, but you can find out about the plans and strategies of both investors in the program. “Future capital“.
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How did Kuzikov’s capital change on June 24, 2022?
- Invested: 2000 euros (+50 euros per week)
- Capital value: 1720 euros (+121.55 euros per week)
- Return on investment: -14% (+ 4.02% percentage points per week)
How did Vilnius’ capital change on June 24, 2022?
- Invested at the moment: 1901.36 euros
- Capital value: 1666.87 euros
- Return on investment: -14.4% (-2.1% per week)
What happened to the market during the week?
After declining in previous weeks, the S&P 500 began to rise and grew by 245 points or 6.7% to 3,911 points during the week. What was the main reason for such great optimism in the stock market? A Markit poll on Friday said U.S. business activity weakened in June as rising inflation and low consumer sentiment dampened domestic demand. This could indicate that the US economy has already stalled its economic growth. Thus, the operation of the FRS has had some effect. On the one hand, this is a positive signal, which means that no increase in credit rates is planned in the near future. On the other hand, it shows that economic growth in the United States has slowed, and we will soon see the effects on stock prices. In fact, one negative factor was replaced by another.
Baltic stock markets continue to decline. Although at the beginning of the week there was an impression that the fall could stop already on Wednesday, the OMX Baltic Benchmark index continued to decline and, as mentioned above, until the global economy starts to recover, nothing will change significantly in the Baltics. The listing of Indexo next week could offer a small, local sway, but if it does rise, it will be short-lived.
As for cryptocurrencies, there is no significant change, but the sharp decline that was observed last week seems to have stopped. Although “greed and fear” indices, which show investor sentiment, show that markets are still very cautious, there was littleBitcoin“and an increase in other cryptocurrencies, respectively, returning from 18,000 to 20,000.
Portfolio changes
The common situation with Kuzikov’s shares is as follows:
- Two shares showed a positive return.
- The total return on the total portfolio improved significantly from -335.75 euros to -254.02
Interestingly, only two stocks fell during the week: MOS (-0.17%) and NY Times (-0.05%). Then when the transition stocks in my portfolio showed an increase in value. The record holders were Next Energy (+ 0.73%) and PG (+ .58%).
The situation with Vilūnas Baltic shares is as follows:
- One of the nine positions shows a positive trend – “Enefit Green”
- Negative growth for the total portfolio is -6.35%
- Enefit Green has been showing the best results for several weeks, with an increase of 0.66%
The situation with Vilnius’ cryptocurrency portfolio is as follows:
- All three cryptocurrencies – Bitcoin, Ethereum and Solana – show depreciation
- The biggest drop in value is “Ethereum” (-50.40%)
Kuzikov continues to invest in energy, food and retail
“Last week, as planned, I invested in Berkshire shares. This balanced the ETF portion of my portfolio,” says Kuzikov.
“I will continue to invest in segments that perform well in times of high inflation: energy (+ 0.34%), food (+ 1.17%) and retail (-1.57%). From these segments, my first task will be to increase” MOSAIC “The share of equities in the food segment of my portfolio,” explains the investor.
Vilūnas to increase its P2P stock portfolio likely to acquire Indexo
“This week is a relatively rare event in the Baltics – a new company is entering the market. Indexo is probably interesting enough to try to buy shares in the initial offer. I also plan to continue to increase the share of the P2P portfolio,” says Vilūnas.
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