Inderes Community's Own Portfolios

Stocks
1

Who at Inderes has opened their personal portfolio on Inderes TV or elsewhere?
Who is on Shareville and under what names, for example?

Mitä sinulla on salkussa?
Kinnusen jorinat
2

Shareville: “DosEquis” is Verneri and “yurtsi” is Yu. Portfolios were last opened in Inderes videos in summer 2017 (Sauli Vilen and Mikael Rautanen).

It would be interesting to get an update :slight_smile:

Edit: Here are links and promises. Marianne has also opened her portfolio.

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3

Thanks to Aston_Livingstone.
Did anyone else open their portfolio?
And it would be nice to get an update.
Try to get others involved there at Inderes.
It would be especially interesting to peek into Juha Kinnunen’s portfolio :slightly_smiling_face:

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4

True. It would be nice to see Juha Kinnunen’s portfolio. The said analyst won the award for the best analyst in the Nordic countries today, so now open the portfolio :face_savoring_food:

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5

“Show us the proof!”

=)

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6

Now, that’s an interesting topic for the podcast, thanks Inderes and Juha!

Juha Kinnunen opens up about his strategy

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7

Juha and I discussed the broader mindset behind investing. Like many, Juha has also learned some lessons through his investing journey, so you can take a peek here :slightly_smiling_face: inderesPodi jakso 14: Juha Kinnunen avaa sijoitusstrategiansa - Inderes

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8

Oh wow! This is definitely the best podcast of the year! As I understand it, Juha Kinnunen was one of the award recipients. Thanks for this, glad you accepted the suggestion!

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9

That was a good pod! A funny surprise came out of it too :wink:

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10

I tried to find the missing video from this thread on inderesTV, where Sauli opens his portfolio in the summer of 2017. Has that video been removed, or can I just not find it?

Below, however, is a screenshot from the video, and Sauli most enthusiastically touted the long-term potential of Martela, Taaleri, and Restamax…

image
image750Ă—1334 551 KB

11

Here’s the video itself, it hasn’t been removed :slight_smile: Inderesin pääanalyytikko Sauli Vilén avaa osakesalkkunsa

Had to Google it, as there are so many videos that searching for older ones takes time..

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12

Note that Inderes has clearly invested more in videos lately. The picture and sound quality of current videos is much better compared to those old videos. It’s also fun to see what stocks were trending a year ago :smiley:

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13

Huge thanks to Inderes and especially Juha for responding to the request! : )

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14

In Podcast no. 15, Petri G. shares his experiences from three cases.

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15

Mikael opens his portfolio on August 24, 2018

Our wish has been heard! Thank you @Mikael_Rautanen and @Verneri_Pulkkinen for an excellent video and for explaining the investment strategy! I tip my hat once again!

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16

Thanks @Mikael_Rautanen for the update!
Interesting and quite funny video :slightly_smiling_face:
Mikael has a strong belief in Remedy, as it’s a gaming company and ranked 2nd in his portfolio.

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17

Hi there.

An anonymous user asked in connection with the video we made about Zeeland Family whether analyst Petri Aho has an ownership stake in the company. The answer is that I do have shares in the company in my portfolio.

As a general rule, within the framework of our trading rules, I aim to buy shares I follow that have a buy recommendation into my portfolio.

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18

It would be interesting to see inside the portfolio of our engineering industry analyst @erkki.vesola

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Kulta sijoituskohteena
19

I’ve been looking forward to analyst portfolio updates. Now we got one from the chief analyst and the fresh European Champion via Inderespodi. Thanks for the openness and excellent discussion.

Sauli Vilen, sales:

  • Telia

Sauli Vilen, purchases:

  • Taaleri
  • Kamux
  • Päiväkotirahasto (Daycare Fund) (Taaleri)
  • Aurinkotuuli-rahasto (Solar Wind Fund) (Taaleri)
  • In search of: an instrument for gold investment

Juha Kinnunen, sales:

  • Telia
  • Talenom (a minor reduction in a strong overweight, still clearly the largest in the portfolio)

Juha Kinnunen, purchases:

  • Vincit
  • Gold position (a small part of the portfolio, Ray Dalio is apparently following the EM winner in this)
  • Edit: Aurinkotuuli- and Päiväkotirahastot (Taaleri), added based on Juha’s comment

Source:

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20

Good to see Juha also sees some kind of “beef” (potential) in Vincit, and that I’m not the only one. We can high-five at the shareholders’ meeting then :sunglasses:

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