A small update to the previous one. New acquisitions include Kamux and BRKb. Sampo has also been slightly increased with a tight stop-loss. Remedy, Genovista, Ericsson, and Sensys have been traded enough, encouraged by the poll, that almost all portfolio residents are starting to look green. There’s a slight fear that red is still to come before this year’s tax optimization window closes.
Cash has also been dug out from under the mattress, just in case buying opportunities appear.
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