300 pcs QT in a batch, at an average price of €59.59. We’ll take 200 more if there’s tariff trouble next week.
15 Likes
Going against the current, QT sale at 60.85e.
The price might still come down before the deal is certain. The biggest reason for the sale is a small position.
9 Likes
Well, I shouldn’t have bothered to see what happens this time. Same old sh*t as before. Sold off Duell’s shares and swallowed the disappointment. Luckily, this second time I only took a very small position, so it doesn’t sting as much as the first time. I promise to invest in Duell next only when there have been major changes in management and the leadership can be trusted. Similarly, I also require from the investment that Duell can positively exceed its given revenue and EBITA targets. Now, as seen last year, Duell always breaks its promises.
21 Likes
I bought something after a long time.
Qt - watched for an entry for a while again. Now, with the morning news, opening batch at 59.00.
Huhtamäki - for the cheese account for long-term holding. Valuation suitable in my opinion.
Waiting for the next spots
15 Likes
Finex Metals Ltd. (FINX:CA) added to portfolio with high risk.
A junior gold exploration company focused on discovering high-grade gold deposits in Finland’s Central Lapland Greenstone Belt, particularly with the Ruoppa project.
They will commence a Phase 1 diamond drilling program at their flagship project in Ruoppa in August 2025.
As a junior mining company, it is a high-risk investment, but offers significant upside potential if its exploration work leads to significant gold discoveries.
7 Likes
Today was a buying day. I bought as many as 30,000 shares of WithSecure. At the same time, I added to QT, and now the pot is full, totaling 1,000 shares. I also acquired more Gofore and Rheinmetall at the same time. Inspired by the forum, I also opened a position in Verve for the first time after studying the company more closely.
26 Likes
I jumped back on the Qt bandwagon at 58.80. Below 55 was already appealing, and now I doubt the opportunity will come back at that level.
14 Likes
A small addition to Merus Power at 4.95 had apparently gone through.
I bought more Nordnet Denmark index today, just like yesterday and the day before. I buy every day while eating my morning porridge.
7 Likes
I sold the Atlas Copco shares I bought last week today.
The company is interesting, but I’ve accumulated too many positions, and my stock portfolio is starting to feel like an index portfolio.
The freed-up money will be added to familiar and safe Investor AB & Novo.
5 Likes
Bought a small addition of 100 pcs of Neste to lower the average price…
Feels bad when they are so “expensive”… +12€ each.
Hopefully this will be rewarded someday… hope so.
9 Likes
Last addition of Intrum@60.3 SEK. This brings the average price of the shares to approximately 37.5 SEK. Now I’m mentally preparing for volatility before the upcoming quarterly report and promise not to make any further purchases. Next, time will (hopefully) be allowed to reduce the risk.
6 Likes
A small 20% reduction in Nexstim for this Kyösti Kakkonen bounce. It started to be a bit too overweight, and I began to feel euphoric, with a €22 stock price target already looming in my eyes.
Every time before when I’ve gotten caught up in such euphoric moods, the price has come down 10-30% in the short term.
So, let’s try to play against my own weakness in an Inverse Cramer style.
9 Likes
Intrum shares shot up, turning a -30% situation into a +40% profit in less than a month, half-heartedly deciding to sell during this rise. Probably a wrong decision.
There’s quite a lot of cash, and I should probably invest it somewhere now then…
Boring monthly investing:
Eurostox 50 €1000
NN Norway €750
NN Sweden €750
OP North America €650
OP Nordics €650
Swing trade position: 200 shares of QT under observation.
7 Likes
Opened a small Stora position at 9.03 when peer Metsä Board conveniently pulls down the neighbor’s price too.
This will go completely to waste unless that forest deal of over a million hectares in Sweden materializes.
3 Likes
Bought 2000 pcs of rings for €6.3, QT 100 pcs for €60.4, 30% cash remaining.
9 Likes
From the morning open, I grabbed Verve for the portfolio, 1000 pcs at 30.00. Last week I made a hasty sale, so now I’m grabbing them back a bit more expensively 
The hope would be to sell them off before the next earnings report at prices over 46. But since I have paper hands, I would probably give up the shares already at 40, if the price were to climb that high.
4 Likes
Trimmed fan position in Inderes a bit, by 225 pcs @17.85 €. The valuation is not bad, but I believe I can get better returns elsewhere at the moment. Despite the sale, Inderes continues to be among the largest investments in the portfolio.
Replaced with more 
German clean (okay, not yet completely clean, but the direction is clearly greener) energy, i.e., RWE AG 120 pcs @36.02 €. In addition, they are involved in hydrogen ventures and battery systems. In spring, they also distribute some money to investors, they seemed to call it a “dividend”.
4 Likes
Today a new addition to the portfolio: Valmet 106 pcs @ €26.08. It was somewhat difficult to decide what to buy now. However, I believe that Valmet is a good cornerstone for the portfolio in the long run.
15 Likes
BUY:
Added 10% to the top of the portfolio in Iren; the average purchase price was 9.2, now somewhat higher. It feels expensive despite the dip when comparing, but it is cheap. Everything is progressing exactly as it should.
Pluxee addition. This one is also chugging along like a steamroller.
10 Likes
At 15.33 USD here too. Position quite full now.
“Expensive” stocks, yeah.
Strange hiccup. 16.50 USD already.
3 Likes