Nokian Tyres bought yesterday morning with autumn dividend, Herantis Pharma as a tracking position to remember to add a stake to the portfolio’s ‘game corner’ to wait for 10 years.
The dividend pot was a mighty 0.27% of the portfolio size.
I sold the tracking shares today with a whopping 15% daily return, which was around twenty euros.
I sold them because Neste dipped back to the €13 level and there was no cash.
A small flip, but I guess that’s better than having bought more Neste earlier in the week at the €14.5 level.
I sold L&T on Monday for €8.26 and Raute for €12.825 as a tax sale. I still need to check if that was all for tax sales or if something else can still be done. However, the remaining ones in the portfolio that are at a loss are now only slightly in the red, so the benefit is small.
Today I bought Valmet new into the portfolio for €23.27. Partially to compensate for the loss of dividends from L&T and Raute. Something else should still be added to bring in dividends.
Today I traded with Intrum, as short sellers and tax-loss sellers again offered a sharp -8% dip without any news.
I was left with an additional 5000 shares, a bunch of tax deductions from selling off the more expensively bought ones, and about a grand extra from the trades.
Paxman position opened 66sec. On the last attempt, I only got 20 euros’ worth of shares, and the price soared. Today, there was a big dip at the open, and I still managed to get on board.
I bought back the 100,000 units of my Starbreeze position that I sold in November, at a price of 0.1845 SEK due to the news, which is roughly my previous purchase price. If it were to take off from here…
Jumped back on board with Faron at the end of the week. Based on the thread, even in Britain, Turun Sanomat is being interpreted with translators and AI, searching for meanings.
It might be too late on Tuesday, maybe even on Monday. Or was I already too early or too late?
Talenom sold at a loss. I believe it will stagnate for another couple of years. If the Finnish economic situation improves and the company’s moves are successful, it could rise. Instead, some very high-quality speculation for the portfolio, i.e., Doge, brings excitement back into life after Bitcoin sales and even a chance for appreciation😊.
Edit. Seriously speaking, I believe that the Helsinki market could now be a serious target generally. On this forum and for myself, there’s such a losing mood that blood is practically flowing in the streets, and it would be a good time to buy. Especially if the economy on the other side of the pond holds up and valuations have run wild, then money could start flowing in this direction too.
I pulled the trigger on a batch of Adidas for my portfolio @ €240 for a couple of weeks’ hold.
Behind it is a very thorough D&D process! No, just kidding, I drew a quick conclusion about the success of the campaign sale, when an order placed on Sunday still hasn’t left their warehouse
A year ago, the Palantir shares bought, inspired by a Black Friday offer, were sold off last week after their price nearly quadrupled. Some of that money I already put into Nexstim last week, and just now I bought more. The reasons are in the quoted post.
I sense a small Santa Claus rally, and while waiting for Christmas, one can then follow whether this rocket turns out to be a dud. One can participate in those with a quite low threshold, as there are no trading fees in those IPOs.
I bought a bit more bond fund for the bottom of the portfolio for diversification. The equity weight in the portfolio is still very large. Lower-risk investments will also be gradually added.
A slight overreaction from Metso to JP’s recommendation. I set up the sale at 9.20 and it sold. Will look to buy back lower. Bought at 8.044. The lot is quite small, so it’s a bit of a dabble.
Outokumpu 
1500 pcs, at an average price of 3.244. Now a total position of 3000 pcs is starting to look nice.
