Novot sales 344 kronor and change, was my “mainstay” and it took a while to recover from yesterday’s shock.. about a grand in losses, luckily SSH rules!
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~1600 pcs of Valmet shares left the portfolio. Waiting for a better entry point. Somehow it feels like the stock price has run a bit ahead of performance. It’s hard to see this pulling much in a different direction from the forest sector’s fundamentals in the long term, which (right now) are gloomy.
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I bought with cash, loaded an additional 168 pcs at 15.25
Iberdrola 
Vestas WS & Fortum & Kempower in the same package
The price is around ATH & P/E around 20.
Electricity is always needed + dividends can be received as shares “tax-free” into the portfolio..
Spanish government measures and restrictions on profit making. And let’s add Trump to the queue now.
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I bought drone company Ondas Holdings (ONDS) at prices of $1.84 and $1.91, a total of 6000 shares. The goal is approximately a 100 percent increase in price.
Ondas’s two drone systems, Iron Drone and Optimus, have received increasing commercial traction in recent months. Both are intended for both military and civilian use. In June, Trump signed an executive order aimed at increasing drone production and use in the US. This order specifically benefits Ondas. Ondas’s balance sheet is healthy and orders are growing. The company is a small cap, meaning there are risks and volatility. On the other hand, Ondas is very close to an inflection point, as is the drone business in general.
Whirr-whirr-whirr, let’s fly!
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Sold UPM, Outokumpu and Neste off AOT, UPM and Outokumpu with a small decrease in value, but Neste with a strong return. Replaced them with SSH right from the open in the morning and Novo by picking throughout the day.
Let’s see if SSH keeps the rally going.
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https://keskustelut.inderes.fi/t/ostin-myin-juuri-asken-osa-7/52688/7738?u=sijoittaja-alokas
I bought more Nebius 4-5 percent cheaper, now I have about half of a “normal position”. 
I’m looking for the next buying opportunity possibly after Q2, unless it goes to 45 dollars to find support and a new push (currently the stock is around 50-51 euros).
A lot of small good things are constantly happening, but on the other hand, a huge amount of good small news or nice news remotely related to the company or its industry comes from many companies, so one can get confused, especially if, for example, the bullish Americans are happily writing on X - bad things are rarely said about companies, and if they are, it’s only a little, even if there would be reason to be quite horrified.
And the more a company digs and investigates, the more often one gets the feeling that this is good, if one doesn’t notice or doesn’t want to notice anything particularly terrible. 
P.S.
I was just bragging a while ago that I’m in the green again, but the Nordnet portfolio is just barely in the green, so if the portfolio drops more than a surface tomorrow, then I’ll be in the red again for the Nordnet portfolio in terms of “returns” for my entire investment history. 
P.P.S
@Pohjolan_Eka, you haven’t noticed my new purchase. I have a feeling I’m getting rich.
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I sold almost all the remaining Neste and added 573 units of Verve.
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As a new line item for the dividend-OST, in the familiar carefree long-term style of Shinjuku-sedän, without looking at the numbers ever since, but making additional purchases over time at price X in the future:
Kesko B, 30 shares @ €19.20.
As dividends are offered quarterly and Kesko is not going anywhere in the next 20+ years either, it’s an excellent addition to the current dividend stocks, of which there is now a nice round number, 10 different companies, in the OST.
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I added a bit of SSAB B at 4.984€. They went into the trading portfolio, as there happened to be money there.
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The transition towards an index portfolio continues. Sold KBC Groupe (+5%) and used the proceeds to buy SPDR MSCI Europe Technology ETF. Made an additional €3000 purchase into OP Nordic Index, and sold the remaining tail from the Rapala VMC sale (±0).
However, two small additions were also made on the stock side, as I bought Novoa and Lockheed Martin. In both cases, it was an addition/balancing of an existing position.
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Purchase: Novo Nordisk 490 pcs/322.60 kr. The company seems to be better than its market value suggests, so let’s join the Danish pharmaceutical business!
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BAE Systems sold. The earnings report was probably quite okay, but a lot of good news was already priced in.
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Monday, 28.7. new entry to portfolio: IREN @ $16.76
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I’ve started doing my grocery shopping at Tokmanni, and feeling empowered by that, I bought 800 more shares.
Edit: and 800 more. Now over 4000 in total. A week ago I dreamt that I sold a large pile of Tokmanni at 12.90, so I need to keep accumulating. This is a so-called high conviction play for me.
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Verve Group added to the existing ones; this fun was financed by selling a small Nordea piggy bank – I grabbed it from the last dip. Oh, quite a long hold..
We’ll see, if I ever start shoveling those low-fat cinnamon buns into my face at Biltema, then I’ll start holding all sorts of ‘grandma stocks’ in my portfolio just so I can join the conversation.
Now I just can’t be bothered. Sorry.
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The temptation became too great, and I had to take a small batch of Novo even though it still seems to be flowing.
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New addition to portfolio Siltronic AG 39.12 EUR with a tight stop if the decline continues.
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New position in short-term portfolio, 40 shares of Huhtamäki @ €30.50
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Sold Novo at a loss after the day before yesterday’s negative turn. Having learned from this, one could say, don’t catch falling knives, but cut losses and let profits run. Added Meta and Google.
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A small addition to Intellego, which is already the largest position in the portfolio. Add to winners and lighten losers, as someone has perhaps taught at some point 
.
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