Gref named 6 ingredients for the preparation of investment “borsch”
Gref compared the portfolio of deposits with broth, to which, if you want to cook “good borscht”, you need to add more ingredients. The head of Sberbank named 6 assets that you should pay attention to when forming any portfolio
The head of “Sbera” German Gref named 6 assets that you should pay attention to when forming any portfolio. He spoke about this in the framework of the investment forum “Real Future”, which was organized by the bank. His words are reported by the correspondent of RBC Investments.
“A portfolio of deposits is like a good broth. But if you want to make a good borscht, then you have to add a certain amount of ingredients [...] I prefer borscht broth, Gref said, meaning that he would add more assets to the portfolio to diversify.
Top 6 assets from Herman Gref:
Floater bonds; Deposits in the bank; OFZ (they can not be ignored, but Gref is sorry that they canceled tax benefits). Because of this, the attractiveness of the tool has fallen, however, long OFZ with a coupon have a good upside. When reducing the key rate - body growth of 10-20%; Dividend stock. According to Gref, such securities “must be in the portfolio, because they will be the engine of your portfolio”, and the favorites here Gref called the securities of Sberbank, Gazprom Neft and LUKOIL; BPIFs on the wide market (for diversification); CFA (Gref himself plans to pay attention to them next year).
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