Tämä ketju on jatkoa kommentille: Ostin/myin juuri äsken (Osa 7) - #10386 käyttäjältä mikko551.
Edellinen ketju:
3 Likes
On Friday, 200 Fortum shares.
I’ve owned it before, and it probably would have never been worth selling the old ones.
11 Likes
Two purchases were made during the week,
on Wednesday, 50 shares of Elisa at 37.30
on Friday, 70 shares of Huhtamäki at 28.02
Next, tax-loss selling is being considered, perhaps the Huhtamäki purchases from the beginning of the year will be rotated out or some other erroneous investment.
17 Likes
On Friday, 40 Elisa shares for the OST account. There is money, but no meaningful investment opportunities, so instead of growth, settling for dividends.
15 Likes
On Friday, I added some more Huhtamäki and Terveystalo to the OST. Now cash is at zero on the OST, and the AOT doesn’t have much extra cash either. The last purchases of the year might have been made, unless something special happens in the market.
Plans for the rest of the year, perhaps:
- Sell Kojamo on the OST side, if it rises enough by the end of the year. Otherwise, hold and wait for housing prices to rise and for the housing shortage in the Helsinki metropolitan area.
9 Likes
In this spirit, I dumped all q.beyond with razor-thin profits. The latest earnings release was not a fiasco, but it also didn’t fully indicate that the company was following the path I had previously charted for it.
27 Likes
A two-day visit to Nokia Arena this past weekend led to me buying 130 shares of NoHo at a price of €7.88/share.
7 Likes
Added 450 pcs platform group at an average price of 8.31 EUR
3 Likes
Last week, an additional 765 units of The Platform Group were added at a price of €7.53.
3 Likes
Buy 250 Atlas Copco B-series shares at 140 SEK/share
8 Likes
Mid-month additional investment into Proprius’s DACH Value. The enthusiasm generated by Germany’s stimulus package is waning, with MDAX and SDAX having fallen 7-12% from their summer peaks. The stimulus package is indeed not yet “in effect,” and earnings improvements SHOULD only materialize next year. If they don’t, no exorbitant earnings growth expectations have been placed on the fund’s companies anyway.
The planned holding period is years, so I don’t engage in any short-term macro views.
12 Likes
MIND reductions continue from OST, 100 units sold at 14.00. These were bought in June 2025 at a price of 6.09.
Thanks to Mandatum’s offers, even a small lot could be sold with favorable fees.
6 Likes
Sold all Aiforias 4770 pcs @ €2.5. From this case, the biggest losses of my investment career \~€3500.
I jumped in too early, as revenue/pipeline is not progressing as expected. My guess is that there will be an offering before the turn of the year, and it won’t be resolved with less than 20% dilution.
The company is indeed very interesting, and it’s possible that I’ll jump back in after the offering. Of course, it’s possible to buy this off the stock exchange at any moment, but I had to take a stop-loss for myself.
23 Likes
With a few thousand, exploratory positions in total. Bioretec and Optomed. In addition to Aiforia, I’m collecting these, for which there’s reportedly an offering. Will the offering bring in a lot of money?
20 Likes
My peace of mind couldn’t take Citycon anymore, so I just dumped everything. Come what may. The balance is roughly break-even, including dividends.
7 Likes
Added 13% of Rapala @€1.245. Share of portfolio now 1.3% and average price at current market price level.
I would have taken a bit more, but now I have to be content with what I got. It feels like the bottom was seen at that €1.20 level, even if the rise doesn’t necessarily happen immediately.
6 Likes
I bought 235 units of Mandatum at a price of 6.01€. The accumulation continues.
17 Likes
Former Mr.Max, now quality company NoHo Partners, which has a great history, was bought at 1.6x book value and about 6% dividend yield.
16 Likes
CXDO reduction, OSCR addition.
In a couple of weeks, $1.6 billion market cap down because ACA was delayed by a month xD and Trump? I believe in TACO, i.e., Trump Always Chickens Out
2 Likes
I needed to get money from somewhere for Intellego’s dip, so I ended up selling my Nokia shares and buying Intellego at 68 SEK.
7 Likes