The stock/money portfolio returned to double returns. What to expect in the stock market? #portfolioprobonds #shares #repoI have some frequent with the investment portfolio Probonds updates shares / money. There is a reason. one. The income of the last 12 months (the main measure of the result) has become digital, currently 10.3%. Since the beginning of the year, it is more modest, 5.4%, with the MosBirzhi index decreasing by -9.9%. two. You have to keep your finger on the pulse. The risk is great. In a portfolio of 3/4 assets - shares, which for 4 years of its history is the limit value. Let me remind you, I don't pick the stocks themselves, their basket corresponds to a blue chip index. Only the mutual weight of the total amount of stocks and money changes. I understand the chance of a significant correction increase when the market goes up. The increase, if we take it from the withdrawal of the Moscow Stock Exchange index on July 17, 1958, as of today is +27%. Although the index is still below 2,500, the three-month movement itself is very strong. I neglected the August patch. There was a lot of fear around, trying to go back or below the trough had no chance of success. She didn't get it. Today the circumstances are more controversial. If not for peace, then for peace. What is behind them is unknown. The market is positively sensitive to them. And the feelings of rejection by most stock investments can be quickly and carefully replaced by those that are contrary. The consequences of expectations of overheating or fraud can be seen in charts, for example, at the beginning of 2025. In the current state of the market, even emotional fluctuations are sure not to bring back stocks. However, to write a result of 10% to zero is not difficult. Is it worth getting rid of the shares? I remember the class of 2024. When, after a slight rise in the market, the stock/silver portfolio adopted a conservative distribution, more in favor of silver. Growth continued, the portfolio deteriorated significantly. Therefore, I intend to try to keep the increased weight of stocks in the portfolio. I think we are still on the way up.