I just bought/sold (Part 7)

QT sold off at 38.7e. Collecting some cash, so if there’s a drop, the leverage is lower and the opportunity to invest at lower prices improves.

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Addition of Anora 2500 shares at 2.8978 (ownership now 19 500 shares).

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ssab: the remaining 266 units sold at @5.32 per unit. Profit 5%
According to forecasts, the next couple of quarters will see slightly weaker performance.

The cash balance is starting to be so large that we could agree to publish all Q3 results today to put that cash to work.

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Still trying to buy a ringette stick and sell a hockey stick, i.e., more QT, i.e., the Helsinki cash register from the morning dip.

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Let’s take 35 more units for the last time. Maybe I’ll break even on this someday… I strongly doubt it :smiley:

From now on, only monthly index investments.

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Been hanging on to QT for a good five years, but now it’s time to let the shares go. Faith has been lost, at least in the company’s management, who are collecting tens of millions in bonuses and rambling about a promising future, which certainly isn’t reflected in the stock price.

Money from the sale will go into various indices.

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Continued autumn cleaning of the portfolio.

The following were sold today:

Qt 30 pcs, these were bought from the previous dip, the intention was to get beer money (100e net), now there was a tax sale of a couple of hundred, i.e., learning money.

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Sold half of IREN for about 50% profit. We were still at 100% profit just a moment ago, but with a reasonably sized position, it’s now appropriate to lighten up.

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A small addition to the QT group! Let’s head towards the flames and see in a couple of years!

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Buy QT group @38.64

Probably for a short hold.

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Contrary to all rational action, a couple of grand pile of Intellego for the OST. \~15% of the OST portfolio. Looking for fabulous returns that are triggered by the next good news and the slight short squeeze it causes. I also owned and sold from the AOT side previously (85 SEK in, \~145 out) and after that, AOT also got the same pile back at an average price of about \~122 SEK.

Verve is being accumulated for AOT, roughly doubling the position, and the strategy is to lower the average cost. An

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Small QT position for AOT at 38.22. I don’t know if buying this dip made any sense, so it was an impulse buy. Added Kesko at 18.86; if we slide for a longer time, I don’t believe Kesko will fully join the effort. The report of improved sales will carry it for a while at least.
Almost a euro more expensive than the first touch. I added Kesko already the day before yesterday for both my wife and the company’s AOT.

In the US, a few stop-losses were triggered from small positions.

Such dips are annoying when you don’t have a ready buying plan. You go to the sales and realize you’ve bought all sorts of unnecessary things, and what you went to get, you forgot to buy.

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Collected cash for a rainy day. Cifr was exited yesterday at 19 dollars, and Elliptic was also exited at the day’s price. Now my OST is 10 percent cash, which is very rare for me. On the AOT side, I’m considering what to sell, as there isn’t much of an emergency fund there.

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Addition to QT @ €38.04/share. We are in a weak cycle, but the company’s products and competitiveness remain unchanged. And it wouldn’t be expensive now if the company were bought out.

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Oh, it’s frustrating and amusing at the same time. Inspired by @Tokarczuk’s well-reasoned writings, I got involved in several cases. With Ondas and Electrovaya, I made really good profits, totaling around 70%. Then came ABAT, and I forgot my stop-losses. I could have made 130% profits, but since I’m slow and stupid, I let it be. Fortunately, I eventually managed to sell at €5.80 and still made a 20% profit, so I have to be quite satisfied, even if it still stings a bit.

Balm for these positive wounds is offered by the light amplifier manufacturer Exosens, from which I made a successful exit yesterday at €48.30. Today, it’s much lower, so the timing was successful (luck, not skill). I bought these in the spring around €31, so I made a nice profit of over 50%. I feel that the price is pretty much at its peak, and I also own a considerable chunk of Theon, which will likely own about 10% of Exosens in the near future, so we are still involved indirectly.

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Sold Qt @38… even though I don’t particularly like the company, but for some reason, I bought a bit during the last dip when it was “cheap”. It’s unlikely to be seen in the portfolio again, even if it drops lower.

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Bought QT at 39.3 and another batch at 37.6, hopefully for a very short hold.

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A small slice of DAVV, following Pekka’s lead, so I don’t have to FOMO with these anymore.

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Adding to boring investment funds again after a long time.

Nordnet Finland / Sweden / Norway / Denmark.

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I’ve lightened my Saab position a couple of times. Now half of the rest went with a +30% profit. Just couldn’t stand looking at that stock misery anymore. Spineless mistake or a smart move, time will tell. Only scraps were left. If the downturn continues, I’ll definitely get back in, or rather, add more.

In its place, cryptos for the first time in a while. They’ve come down nicely. If I get really lucky, then with the crypto profits, maybe Christmas presents. And if it really hit megalomaniacally, then the midlife-crisis-pot-bellied-small-dicked guy would buy a Lexus :heart: Look at that :heart_eyes:

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