Bought this week:
- Kraken Robotics at 5.93 CAD. Opened a small FOMO position on Tuesday.
From here and here you get a quite different understanding of the company’s true competitive advantages compared to Michael Sikand’s hype video. (0.9% of the company’s portfolio, 0.6% of all.) - Stora Enso R at 8.940 EUR. Opened an initial position in the company’s portfolio on Wednesday (2.3% / 2.2%).
- UPM-Kymmene. Today, added about 40% more to OST at 22.10 EUR and a quarter more to the company’s larger AOT position at 22.05 EUR. Weight in all portfolios 5.9% → 7.3% (so little due to the price drop) and rose to the third-largest holding. I would actually like to lighten this, but now is not the time.
- Fiskars at 12.30 EUR. Doubled on OST today. Weight now 7.9% of personal portfolios, 2.9% of all.
I was close to adding Intellegon (68 SEK) on Thursday, but was a bit late with my orders. I ended up with these duller purchases today instead.
It might be that each of these trades was made at a slightly bad time.
Or at least that there will be better buying opportunities next week.