I just bought/sold (Part 7)

Nordea’s buy program started, and the first batch was taken, and more every time it drops 2%.

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Sampo was also fished from the bottom, and more will be taken if it drops.

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Google position sold in its entirety at $192.27. 90% profit.

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Small addition to Sampo 100@39.35 and the whole position is now 900 pcs!

Pillars of my own portfolio and a TOP 3 spot.

Steady dividend stream and confidence in this stock.. :slightly_smiling_face: :slightly_smiling_face:

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AOT

Sold Halozyme Therapeutics.

I bought a normal 1/4 initial position some time ago almost at the bottom of the dip™ when it dipped due to 2MRD acquisition plans. It recovered ~10% almost immediately and has been stagnating there. Of course, I assumed my purchase would have hit only the beginning of the slide but no such luck :smile:

To the wrong account, too, every new stock seems to go to the AOT as it’s some kind of default :expressionless:

Let’s see what I’ll buy from the Healthcare sector, the fear of RFK is probably causing it to slide again.. :thinking:

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Bought Verve 2000 pcs @ 38.85 SEK. The same lot was sold a couple of weeks ago @46 SEK. The price returned to “reasonable”.

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Added :finland: Fuel :fuelpump: 370 pcs, at an average price of 13.185. Replenishment for a long-term portfolio.

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Bought 60 units of Nordea at 10.6e. Might buy more if it goes below 10.5e…

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I sold the rest of my Teslas @416

21% profit from these. Hard to hold onto these that just keep rising :smiley:

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Nokian Tyres as a new entry. @€7.51. The idea here is that it will quickly start a new rise within a year. The other scenario is that bad news starts to pour in, in which case the intention is to exit very quickly.

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Now that the long game is being played:

Storebrand A Japan
Evli Likvidi B
AMD
BABA

Added to the portfolio for payday. My belief in Asia turning around within a couple of years is at least moderate. I see the Taiwan risk as low within a 5-year time horizon.

The remaining small amounts into Riot and Cleanspark. These will probably result in a loss.

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Yesterday, I lightened my position in Martela due to poor results and made a new, larger purchase of Rapala (60,000 pcs). It’s worth taking advantage of these ‘crazy days’ at the end of the year. Next year, you’ll hardly get them at these prices. It’s worth watching Inderes’ new CEO’s good interview from the summer. The ship is turning around. It’s one of the few companies that also has significant operations in the USA.

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AMD entry 127.39$.

Will next year be AMD’s year?

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Yesterday added 820 pcs Nurminen Logistics @ €0.94

The company has good growth, e.g., in Sweden. I believe that traffic from the East might also increase once geopolitical risks subside. That is, of course, a long-term matter.

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Didn’t catch yesterday, caught today. Added more Faronia at 2.05. The data presented by Faronia is improving. There is no partnership agreement, yet, but as I understand it, the matter is not up to the partner, but Faronia. Of course, there is still risk, especially if the money is about to run out.

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I got an urge, just casually, that I should make a small purchase for my long-term investment portfolio at any price, so I ended up with the following:

  • Nordea, 10 units @ 10.565 €
  • Metso, 10 units @ 9.194 €

"And I was thinking,
what the f**k,
my dividends are starting to accumulate,
nice to have stocks,
but I also need to buy indexes,
what the f**k,
soon the dividends will drop,
with my gut-feeling skills,
and a heavy margin loan,
what the f**k,
gotta get some returns from there too, sometime…"

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Purchases
Spiltan Invest @235 SEK, opening position of just under three thousand
Intrum @29.41, small addition and lowering of the average price

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Kempower sold off this morning at 9.25 EUR.
A ‘light’ 66% loss was incurred :flushed:.

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I bought ETF funds. They fit perfectly into my portfolio, and I especially like the thematic versions. The purchases were:

  • VanEck Video Gaming and eSports UCITS ETF A USD
  • Xtrackers Future Mobility UCITS ETF 1C
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:finland: Fortum is available at a reasonable price again, so a good amount of it into the portfolio @ 13,59 €

Electricity hedge :wink:

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