Yesterday, added Evo on the dip at 778 SEK. Let’s see the stock’s movement and probably act again on the next news😁
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Out:
500 shares of Spinnova @ 0.95e; a quarter of an hour later, one could have gotten over a euro for this. This is not surprising. For this small position, a good 100% return, which was acquired from the early summer dip at around 0.4e. At the same time, this position was also tidied up from the portfolio. Good luck to those who stay on board, as I hope this will eventually become a successful company for Finland, we need them.
In:
Kesko B 105 shares @ 18.83e. One of the three stock pillars of the portfolio. Now holding 1250 shares, avg cost 18.6e. Stable quarterly dividend, and if an upturn were to start, it would also be reflected better in the stock’s valuation. Probably no more additions this year, unless there’s a bigger drop in price.
For the rest of the year, likely portfolio tidying and trimming, already with next year in mind.
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50 Qt shares were bought with tax refunds at today’s price of approximately €47 per share.
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AOT addition from the Norwegian side:
- Equinor purchase 75 pcs \[244.70 NOK / pc\]
Now the tax refunds have also been put to work.
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I bought SSH comm with a red tag today @ 2,300€
1000 pcs. On top of the old ones 
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Purchase Enento @ 15.1X euros.
Purely speculative investment for the game portfolio.
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Added Detection Technology @ 9.9X euros.
Strong view that the challenges currently faced in the market are temporary and the growth path will be resumed next year.
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New to the portfolio today: Terveystalo 1000 pcs at a price of 10.40€
Unfortunately, I believe that people’s illnesses will only increase in the future due to, among other things, lack of exercise, spending the day in front of screens, and consuming ultra-processed food. I also believe that public healthcare will not be able to bear this burden, and people will start seeking private doctors in one way or another.
The autumn dividend of 0.24€ and the predicted dividend of 0.66€ for next year offer a good return outlook for the near future, and if the price drops below ten euros, I am ready to increase my position.
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A small bet was placed that MicroStrategy will be included in the S&P500 list on Friday.
MINI L MICROSTRATEGY NORDNET 104 @ 82.32 SEK
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Message moved to thread: Inderes Coffee Room (Part 10)
Apetit at 13.75 €. A small addition as I felt like buying something domestic.
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Another lightening of Neste, which has become the largest position due to the price increase and because I bought it on a falling price. For the fourth time, I trimmed a bit off, now at a price of €16.20. The number of shares has been reduced by a total of 30% in terms of quantity.
The weighting was 13%, now 10%. Soon there won’t be any of these at all, although the strategy is to sell them off on a rising price.
With the proceeds, I added small amounts to
- Consti
- Lindex
- Oma SP
- Robit
- UPM
- Incap
- Lapwall
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With tax refunds, an addition to Metacon. There’s a strange belief in this (too), looking far into the future…
Putting tax refunds to work, i.e., buying 20 units of IREN @$28.00. Small refunds, small purchases. Still in the game, though..
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Yesterday, I bought a small batch of Merck & Co with USD dividends. So, more pharmaceutical companies for the portfolio. Perhaps I would rather buy Pfizer from the US in this sector, but I already have so much of it that I don’t want to buy any more. This provides a bit of diversification. The portfolio already contains pharmaceutical companies Pfizer, Gilead, Abbvie, and Orion.
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Buy White Pearl Technology Group B
At a price of 19.85 SEK. Couldn’t resist buying 
when looking at the stock’s YTD increase.
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Returned after a longer break Huhtamäki to the AOT portfolio @€29.94. The share is now 3.9% and in terms of quantity, there is about 30% more on the OST side.
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Dividends & tax refunds put to work, i.e., bought:
Pennant Park(PNNT)
Plug Power(PLUG)
CapMan(CAPMAN)
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Feeling a bit nauseous, but continued Verve purchases for a couple of accounts, 3000 pcs at 21.8 SEK (previous purchases 4000 pcs from an earlier dip, i.e., around 20 SEK). Long game, and we buy when the CEO also buys.
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Added 15k Oroco shares yesterday evening, so now there’s a nice round number in the portfolio, and we’ll wait for the next year or two.
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