Buy Capman @ 1.74X euros for the portfolio.
Nordea had a bug, and the order remained in a pending state for 5 minutes, so it cost 0.004 euros more than buying directly from the market would have.
10 Likes
Meta and Amazon +++ Bull market is strong. RIP Art Cashin @ NYSE.
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NU was added yesterday from around the 11.97 mark. Could have gotten it cheaper.
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Bought 1289 units of Rusta at a price of 67.82 SEK. According to the Swedish news channel, Black Friday sales this year will be 2 billion kronor higher than last year, and I believe Rusta will get a nice share of this. In Finland too, parking lots seem to be full and there’s a nice buzz going on. Anyway, it’s always worth investing in companies your wife likes😁 Peter Lynch does the same (e.g., the pantyhose case).
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Addition Intrum @ 24.5 SEK
Another third added… Hopefully it doesn’t drop too much because I’d like to keep some cash too 
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eQ addition @€12.65. In bad times, over 50% EBIT and over 40% OPO; in good times, >60% EBIT and >50% OPO. Now available at ~18x P/E and ~13x EV/EBIT. It’s hard to see the real estate sector’s time being definitively & permanently over, and eQ has been the brightest star in the sector over the decade. So, it fits very well into my buy-and-hold portfolio. 
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“Unfortunately, all those magazines are gone, but by buying even one of our shares on the stock exchange, you become a member and receive a colorful magazine twice a year.”
Damn, two magazines a year, and in color! That was a good sales pitch from Jari Pirinen, CEO of Arvo Investment Cooperative, at the end of the presentation. Bought one share of ARVOSK for 50.74 + (0.51 fees) = 51.25€.
This gets me two magazines a year, so the price of one magazine over ten years would be 2.56€ if I were to read it for that long. One could also think that dividends would cover the cost of the magazines over a 16-year period if the dividend were 3.2€ on average from now to eternity and taxes were not considered. After that, the magazine subscription could be sold to a potential buyer if desired. Value for the value investor…
A dividend of approx. 6.2% doesn’t sound bad, even though better ones are available. However, when considering the good margin of safety with which one gets that dividend, a P/B of 0.43 will surely provide some kind of floor for the share price. I see that Arvo indeed creates value and is an important player in creating conditions for growth in this capital-poor country. It’s unlikely to be a rocket, but I would see that the dividend can be obtained quite safely at least on average, and it easily beats the 12-month Euribor + my own mortgage margin.
Such a nice little Christmas present for myself and a tiny contribution to Finland’s development just before Independence Day.
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About 10-15% ago, I bought small positions in linamar and valeura in Hades’ nests, and similarly added a little bit of Text Sa. Now I have cash available again.
So, small increases for everything… The portfolio is currently probably a little in the black for 2024… but it wouldn’t hurt if, for example, the main portfolio could get into the black…
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I continue pushing pins under my nails. Adding Liquid @13.06
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New positions opened for long-term saving with Nordnet ETF monthly savings plan;
- HANetf Future of Defence UCITS ETF - Acc (ASWC) - the defense industry has sufficient demand
- SPDR MSCI ACWI IMI UCITS ETF (SPYI) - the entire world affordably
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In addition to the traditional boring EUNL+IS3N+IUSN ETFs, a bigger chunk into the Ishares Global Clean Energy megatrend. With Trump and looking at the general share price development of the sector, it feels like clean energy has been completely canceled, but is the situation really that bad? Time will tell.
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OP Nordics, OP America 100€+100€
Eurostock 50, 300€
World Index 300€
Nordnet Norway 300€
Nordnet Sweden 300€
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A bit of pocket money again with monthly savings:
-Seligson & Co Global Top 25 brands A
-Seligson & Co Phoebus A
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I bought more Nexstim for my long-term portfolio. My hope is that this year will see the biggest Santa Claus rally ever. The core business is doing well, and the CEO mentioned in an Inderes interview earlier this week that there’s already a customer for all devices currently in production, and he smiled contentedly, noting that December is the busiest time of the year. The core business is also expected to turn profitable this year, and a positive profit warning can be anticipated from that.
On top of that, there’s a hope for an announcement regarding the final signing of the Sinaptica deal this year. The CEO is meeting Sinaptica’s CEO tomorrow in LA, so they could get handshake photos taken at the same time. That deal would bring several million in immediate revenue, but if Sinaptica succeeds with its FDA Phase 3 approval application, the deal’s value will be measured in billions.
Additionally, Santa Claus could still bring a big bag of money from a settlement with Magnus Medical. There’s a royalty deal there from which, based on current information, tens of millions in royalties could be expected, but it turned into a dispute. Let’s hope for a hefty settlement, and that the dispute remains lean!
For today’s purchases, the hope is for the share price to multiply several times over in the coming years.
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ETFs bought with monthly savings 
SPDR MSCI USA Small Cap Value Weighted
Amundi Stoxx Europe 600
Xtrackers MSCI World Health Care
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Sold Neste - everything. I’m never coming back to this again, I’m not looking at the stock price. A browser filter that removes all news related to Neste.
Cod -30% 
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Same thing, out already on 11.11. for 13 euros. I almost bought back when it looked like a turn had come, luckily I managed to wait. Probably better to remove it from the watchlist, so I don’t fall for it again.
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I added Resmed to my portfolio @$246.56. It immediately dropped 2.5% 
. Well, I believe in the company and the industry. If next year is even half as good as this one (~+50%), I’ll be happy.
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Bought
iShares MSCI ACWI UCITS ETF USD (Acc)
112 units at €87.47 each
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I was supposed to buy 3x EUNL and 1x IS3N for about 350€ with monthly savings. I placed the orders early in the week, but apparently, the prices rose enough that it went a couple of euros over 350€, so the automatic system went and bought 2x EUNL and 4x IS3N for about 345€. Strange thing, I’ll have to remove IS3N completely from monthly savings for a while and buy only EUNL for a few months. I’m trying to stick to a 90/10 split with these. In the long run, of course, a rather insignificant blunder.
6 Likes