Quick profits from Posti and an investment in Huuva via Invesdor. I eagerly await the scaling phase.
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Returned to being a Harvia owner for the first time since COVID, when the shares went for 56 euros. Followed from the sidelines for 4 years. I admit that the risks are high here and a 30% hit could be taken if the USA disappoints. During COVID, we were even ALL in on this, but now moving more cautiously. More justifications for the Harvia thread (NOTE, other than the Dividend, which goes ex-dividend next Monday, 21.10) 
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Platform Group adds 330 pcs at a price of 7.92e. Somehow it feels incomprehensible how the share price of a rapidly growing company (which has recently received only positive news) keeps falling. According to Nordnet, the P/E is currently 3.8, so it shouldn’t be expensive.
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Solvay SA new to portfolio 70 pcs (28.30€)
Realty income REIT sold with a small profit. Good dividend stock, but bought at the time for OST (Osakesäästötili), so sold due to dividend taxation.
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Inspired by yesterday’s
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Kalmar back in the portfolio, 93 pcs at 33.90€. The belief is that the price will return to around forty.
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I bought more Faron (Faron) 1000 pcs @2.06 and slightly raised the average price. Let’s see what comes of this, at least there have been positive-sounding messages before the weekend event.
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Sell off the remaining Saabs. On the buying side, then, a world index.
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Buy when there’s blood in the streets, i.e., QuuTtia with all the money.
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Sold Nordea for a 20% profit. Let’s wait for dips to buy something else.
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Yesterday, I played a day-long cat and mouse game with Rigetti, selling and buying, and it yielded some profit. Now I bought in pre-market and already sold half before the market opened when it started a nice rally.
QT added at €38.51.
Yesterday, I bought a hefty chunk of Novo, and now it’s -4% in pre-market, so I’ll probably add more right at the open.
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Qt group sold at 38.40e.
Returned to Harvia at a price of 34.40e. Harvia is a quality company whose management can also be trusted.
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I reduced my Nokia shares in my portfolio at the 7.85 € level. Easily back in if it collapses on the quarterly report day. Reportedly, that has happened sometimes 
. Now, apparently, no negative news is expected, and expectations are almost astronomical as previously guided. What if this Beast has taken a big slice of the market from Michelin, which, discouraged and beaten, had to stumble out with negative news, or maybe not 
I ended up reducing Fortum even further at 17.62 €. I’ll hold onto the rest more tightly.
Still a shy sell order for Nordea. Edit: reduced this one further at 14.48 €. A strange day, a sharp drop right from the morning based on some tired old mushroom a.k.a. Dimon seeing a cockroach. Now Wall Street acts as if nothing happened. Europe was tricked into selling furiously.
Still, my gut feeling says it might be good to have some cash now. I’m currently looking at Norwegian dividend monsters.
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The portfolio’s top horse Orion was lightened by about 50%. At the same time, the company’s weight in the portfolio decreased to a significantly more comfortable 4.5 percent.
To my taste, the valuation is already quite tight, and the dividend has not grown or is not growing at any insane rate. With the stock having doubled in 1.5 years, it’s now a good time to realize profits, and the portfolio is also shifting back into defense mode anyway.
Cash weighting is 30 percent, and we are waiting for good buying opportunities.
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I sold Iren a week ago, recouping my initial investment, and now I’ve lightened my position by selling half of the remaining shares at approximately $59.99 USD.
From a 3-month lottery ticket, I’ve more than doubled my money, and still have a little over 1/3 of the shares in my portfolio.
Frankly, I don’t believe in the company’s excellence compared to its competitors. Nor am I convinced about the industry’s future profits. However, I don’t dare to be completely on the sidelines.
Happy Friday to the forum members!
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Bought DAX puts, around the 23950 level. The assumption is that the 24k level has been breached and we will “easily” fall to at least 23500 or possibly 23000 in the short term.
A few unscientific signals have been received: a reckless surge upwards in certain bubble stocks (an inverse flush, wash-out, before an accelerating collapse reverses) in a day, followed by a hangover that I assume will feed itself. Additionally, an active Trump will surely bluster something reckless soon, at least regarding China, causing volatility. Bitcoin also seems to have peaked, and it also has indicator value. I guess the leveraged players will be eaten up in almost every position if that “Long Due” now comes. There are signs, and DAX has indeed pulled back, but an overly optimistic market might, of course, surprise again.
I would also like to short HIMS, but its shorts are already over 30% of MCAP, so it’s too risky that they will start closing soon.
DISCLAIMER: even though there’s no name for someone to follow, I may not report the sale of these, as it’s too much work.
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First time investing in unlisted companies, and a subscription of 1000 units in Huuva from Invesdor. Strong team and interesting business.
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I’m not going to watch this kind of market freefall → cash is now 60%. Only IREN, MVST, JOBY, IONQ, and PLANET remained in the portfolio, which are so much in profit that I don’t want to sell them at this stage due to tax implications. The portfolio’
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Additions to the ETF portfolio after a long time. Let’s check back here in February.
150 pcs @67.95€ Xtrackers momentum ETF. Ticker XDEM.
E: Russel turbo F469 1000 pcs @2.2€. Small-cap companies are reportedly rallying towards the end of the year. Monitoring this one.
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I bought a small amount of Huuva from Invesdor, perhaps more as a learning experience. And I sold 40 percent of the remaining IRENEs with a 200 percent profit.
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