EXIT Stillfront @83SEK ~18% loss
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Nothing inherently wrong with the company, but for some reason, it felt like a stone in my shoe.
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RedEye’s forecasts show future potential, but for some reason, I didn’t have the confidence to keep it in my portfolio.
EXIT Bure Equity @375.80SEK ~30% profit
- A private equity company with interesting holdings in future-oriented sectors. However, my own information is insufficient when considering future additions, especially since the reports are in another domestic language.
The portfolio has been thoroughly cleaned this year, and the intention is to increasingly focus on companies that I have had more time to study and feel good about being invested in, regardless of market fluctuations.
Therefore, I’m watching SmartEye, Better Collective, Kambi, EVO, Embracer, Zignsec, Tecnotree, and, as more mundane options, Sampo, Sievi, and Aktia for potential additions.