I just bought/sold (Part 6)

This thread is a continuation of the comment: Ostin/myin juuri äsken -ketju (Osa 5) - #10334 käyttäjältä KultaHarkko - Osakkeet - Inderes forum.

Previous threads:

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Slightly trimmed Nordea at €10.12 to increase cash position.

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Bought 25% more Valmet today at €22.84.
Bought 50% more Kesko yesterday at €17.38.
Bought Admicom back cheaper yesterday at €36.

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Nordea to the ESA 63 shares at €10.128

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Sold Voxtur, remaining 15k shares @ 0.15 CAD. Net loss on these is about 80%. I’ll continue to follow with interest to see when the direction turns and Gary’s predictions start hitting. There should be time to get back in later.

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I sold a bike today. I didn’t need it anymore…

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M8G trim 800 shares 16.40SEK

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Adding Agree Realty REIT to the portfolio to churn out dividends.

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Sold entire Witted position. Maybe unnecessary panicking based on the Witted thread, but my understanding is not enough to evaluate the future prospects. A loss of approx. 30% from this adventure.

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Looks like I added 25% to my Crown Castle REIT (CCI) position yesterday :palm_up_hand:

  • No debt maturities in the coming years
  • Recession resilience: Communication / Telecom towers and infra.
  • Valuation has been driven down to historical lows.
  • 6% dividend yield, which is the highest the company has ever paid: In previous years, this could be acquired with a ~3% dividend yield.

For 2023–2024, the company has communicated that it won’t grow at historical rates because T-Mobile acquired the operator Sprint: there will be some lease cancellations. CCI is guiding for a return to 7–8% growth from 2025 onwards after two slower years.

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I bought back the Embracer shares I sold a couple of days ago slightly cheaper, as the opportunity was still offered after the initial bounce.

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Catching a falling knife, averaging down: adding more Nokia to the portfolio at 3.436.

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Morning trades. Morning spurt on a Dax long, as a TC was made upwards overnight (15min & 1H) and at least I would have closed shorts there. The latter sale seems to have hit the absolute peak.

Getting back into Betco, now holding 450 shares, i.e., a half position. Sales were made at 233, 244, and 245 SEK, so now I can comfortably buy the falling knife :sweat_smile:

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Dovre addition to position

Operations remain at a good level, the NOK/EUR exchange rate has weighed on the results.

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Successful hits in the portfolios are scarce, but Marimekko sold :dollar_banknote:

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Kojamo addition @ 7.82 €.

It may be that this requires patience, or rather, one needs to have it now if they want to achieve the best possible result.

Edit: And an addition @ 7.70 €

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ynnä" → “OST about 90% full”.
“Jopa tulee ‘tylsää’ sitten…” → “It might even get ‘boring’ once…” or “It’ll even get ‘boring’…”

Let's go with:
Purchases for the Equity Savings Account (OST): **Nokia** 3.45 and **TietoEVRY** 21.68.

Earlier this week, **Fortum** at 11.72.

So, some of
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Marimekko position sold.
Small Talenom position doubled.

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I also bought some Hexatronic and Admicom.

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Reduced positions in Marimekko and Nordea.

Opened a position in Puuilo with these funds.

Additionally, opened a position in a Russell ETF.

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