Coreweave buy 26.8 93.80USD sell today 102USD
Weekend entertainment money earned 
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Hedge sale 1000 pcs $ONDS @5.66 USD. Nice 50% increase in a week. The rest on hold.
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Today I was in a buying mood and picked these up. I couldn’t think of anything domestic to buy now.
Grab at 4.97USD
Avtech Sweden 11.30SEK
Ceotronics AG topped up from the dip at 11.75€
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A small addition to Nordea, on top of existing holdings. More additions still before the spring dividend payments. I’m considering adding to Nordea, Mandatum, and Sampo during the coming months.
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I got another couple of thousand SSH shares from the closing auction, as my actual limit order at €2.33 apparently wasn’t filled. Some larger entity also seems to be holding €2.33 as a buying price, and the price hasn’t gone below that for several days.
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The joys of investing in turnaround companies, you can’t always win, and not even every time 
You should just know when to exit in time if things don’t seem to be progressing
A lot of losses from Saxlund
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Buying more Alphabet @$211.66, raising the average price. The price seems to be running away now, and I don’t want to be underweighted. It’s still cheap though🤤 It’s an absolute sweet spot to buy when the stock has good momentum, is still affordable, has strong prospects, and I already have a position bought cheaper (psychologically nice when you know the entire position will be in profit and you get confirmation that your investment thesis is correct)
At the same time, it becomes the largest company in my portfolio.
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Today, for a short hold, Faronia at €2.275 and Qt yesterday at €47.08. I’ll try to sell both tomorrow or soon for a small profit.
Additionally, today I bought a small batch of Nokian Panimo for a long hold and sold a small batch of TietoEvry, “bought” at €14.xx, at a loss for €16.04.
So, the purchase of Tieto was started earlier above €20, and gradually the average price has decreased after a couple of additional purchases and sales.
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I have started hedging the portfolio. Over the next month, the goal is to shift 30% of the portfolio to hedging, with that portion allocated as follows:
- 10% PAAS - Silver&Gold exposure each
- 10% Physical Silver ETF
- 25% XUHY, Xtrackers USD High Yield Corporate Bond
- 12.5% VUCP, Vanguard Corporate bond
- 12.5% VAGY, Vanguard Corporate bond
- 20% IBC2, iShares US High-Yield Corporate Bond EUR Hedge, i.e., USD/EUR hedged.
- 10% IUSM, iShares US Treasury Bond 7-10 year maturity
Of these, IBC2 was purchased today.
The rest will be added to the portfolio through a substantial capital injection. In other words, cash put to work in bonds. Additionally, Roche Holdings AG will likely be added to the portfolio with a 5% weighting; this will probably be financed by slightly reducing some more speculative holdings.
The reason is that the overall portfolio has grown large enough to warrant some sort of crash protection. However, the total yield with this setup is about 4.5% in pure interest income per year. And then, on top of that, 70% can still be kept in stocks.
And there are many reasons to assume that things might crash in late 2025 and during 2026. I don’t have time to write more about that now.
So, still a large portion in growth stocks, but with stable returns alongside, and an inherent upside in bonds when risks materialize. Taking the so-called best of both.
Perhaps this is also practice for when the portfolio becomes even larger.
EDIT: IGIB and IGSB are not available for private investors on Nordnet, at least 
→ VUCP and VAGY
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Also here, 1200 pcs from the QuantrolOx Springvest round - participating for the first time through that platform. The main idea is that a small financial interest encourages me to follow this quantum world more closely.
It was filling up so quickly that FOMO won over extensive due diligence! 
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IONQ 150 shares bought on 5.6. at $37.00, sold today at $42.72. Profit over €600 (12.4%).
New swing trades in Faron 1300 shares at 2.30 and Intrum 1000 shares at SEK49.49. It’s been quite quiet for Intrum in recent weeks, don’t know if that’s a good or bad sign…
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Added about a third more Vaisala @€46.15. Share of AOT portfolio now 7.4% and average purchase price €42.50.
As the share price continued to fall, I did what I hinted at earlier in the week. I will likely stick to this amount, no matter what happens to the share price. One of the easiest companies in the portfolio for peace of mind.
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A new position after a long time: Creades.
Purchased on 27.08.2025 @79.50 SEK. My holding period: +5 years.
Justification:
A large, interesting acquisition was completed - together with, among others, Bure - in June: Silex Microsystems, the world’s leading semiconductor company.
The current NAV discount is exceptionally large at approximately +7%. For example, the 5-year average is approximately a -20% NAV premium.
Impressive track record: since listing in 2012, the return excluding dividends is approximately +500%.
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A new position after a long time: Bure.
Purchased 27.08.2025 @286.00 SEK. My holding period: +5 years.
Justification:
Two board members have increased their holdings in August (@281.40 SEK and @290.80 SEK).
A large, interesting acquisition was completed - together with, among others, Creade (Creadeksen) - in June: Silex Microsystems, a world-leading semiconductor company.
The substance premium (Substanssipreemio) is currently exceptionally small, about -3%. For example, the 5-year average is about -17% substance premium.
Impressive track record: 10-year return without dividends is about +465%, and 15-year return without dividends is about +900%.
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Also from yesterday, a buy order for Grab;
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A boring fund saver took a new ETF
SPDR MSCI ACWI IMI UCITS ETF First investment of 3000€ and 600€/month will be saved into this. YTD is quite ±0, so this could even provide some return for cash assets for the rest of the year.
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The fifth day of the current week, so to celebrate that, a couple of small purchases of five pieces each with 1% fees to the brokerage account, just for fun, and perhaps also with time diversification in mind.
- Fiskars 5 pcs @ €14.18
- Nordea 5 pcs @ €13.005
It’s nice to make such small additional purchases directly from the checking account’s funds, no need to touch the steadily growing cash reserves of the investment account, yum.
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This week, on Monday, I owned 2000 Solteq shares. Not anymore, because I sold them by Thursday. Today, Friday, I bought Elisa with the money I got from them.
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Closed the entire Elabs position. Fortunately, it wasn’t a very large holding.
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Today, more was added again. 3 additions so far.
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