Well, ZIM is still trading significantly below the agreed buyout offer. Rumor has it they are still planning to distribute a 0.88 USD dividend in just over a week, so doubled the position at a price of 28.05.
-------------------buyout offer 35.00 USD + dividends paid along the way.
Edit: From the Nebius pre-market, unfortunately only an addition of 20 shares at 105.83
Bought 1,000 shares of Aiforia @ €1.770.
When the insiders buy, so should you. Aiforia Technologies Oyj – Johdon liiketoimet – Jukka Tapaninen - Inderes
The story has finally started to progress and the pace is only accelerating. An acquisition shouldn’t be ruled out here, either.
I’ve allowed myself a day of rest today due to a sore throat and who knows what else, but I’m writing in this thread to report an addition of Constellation Software 
to my active portfolio. After this purchase, the company now has a weight of as much as approx. 7%.
I’ve tried to rest and have seriously avoided work, but half the day has still been spent browsing various company reports, including frequenting the Inderes service. 
I can’t be bothered to watch pointless videos.
Tomorrow’s Vartti will probably be in text format if I recover; let’s see how the evening goes.
I followed Verneri’s lead. Expensive stocks, for sure… I felt like a little kid in a candy store, counting the coins on my open palm to see what I could get with them.
Bought 100 shares of Sampo @ €9.144
The poor can’t afford to buy poor quality!
Also sold all Equinor holdings in my company portfolio today at 322.50 NOK.
I suspect that at these prices, the upside is starting to be limited, even if traffic in the strait remains restricted for longer. Securing the funds for other acquisitions.
These were bought in 07/2024 and 03/2025; return in kroner +18%, in euro +25%. After costs and including dividends, approximately +34%. At this price, the weight in this portfolio was 3.0% (across all portfolios 3.1% → 1.2%).
Opened Hacksaw with €5k and added €2k to Evo. I’ve been eyeing these for about a month, and in that time EVO is +17% and Hacksaw +8%. Today, when they started rising more sharply, I had to react. Probably another pointless FOMO move.
A bit of Norsk Hydro into the play portfolio at 95.98. Hopefully, the global situation and aluminum availability will drive this upward.
And also Century Aluminum at 57.30 USD.
Remaining Olvi out for now
S: Olvi 50 shares (31.61 → 33.90 €) + dividend
Edit.
Selling the rest of Kemira at this stage as well
S: Kemira 100 shares (18.98 → 19.41 €)
Sold the rest of my Neste shares, 112 units, at 26.85e. A 200% profit on these, which is also my biggest ever. They’ll probably keep rising if the turmoil continues, but for an amateur like me, that return percentage is such that I wouldn’t even deserve more considering the amount of analysis I did when I originally bought these 
.
With this, the cash percentage of my Equity Savings Account (OST) rose to 37%, so I wouldn’t mind if the market cooled off a bit and I could start buying the dips.
First trim of Neste: 200 shares @ €27.19. These lots were bought in 2024 and sold at break-even (±0). The proceeds will be allocated into ETFs/Indices over the next 3 months. One small lot of 100 shares will be sold if we rise further from this level tomorrow. Then I’ll leave the rest to keep generating dividends.
A batch of 50 Neste shares sold at a pre-set sell limit of €27/share. Profit approx. 66%.
Started building the equity savings account (OST) today.
Buy: Kone, Nordea, Sampo, Huhtamäki, Elisa, Orion, Kesko.
Moving forward with smaller weekly purchases. Not daring to make big moves in this market situation.
Trimmed Neste for the second time, but it’s still the largest holding in the portfolio. Currently, we are at the bottom of the sell zone I established based on Fibonacci, so there is plenty of upside. I almost regret selling, but it’s never wrong to take profits; the majority will stay in the portfolio for a long time to come.
A bit more AS Tallink Fdr to the portfolio at €0.614.
Sold the rest of my Neste shares, i.e., 300 units. The position was 1,150 units and purchase prices were between 8–42 Euros, and at the worst, I was down €21,000.
Now I managed to roughly break even including dividends, and if you understand, it even feels like a win now, which of course is pathetic investing and says it all about my competence. And to show off the full extent of my expertise and wisdom, the money will be invested in that new car 
….
Trimmed Nokia, leaving 60% of the original position. Added small amounts of Noho, Huhtamäki, and Norrhydro; most of the proceeds are waiting to be allocated.
A foolish head makes the whole estate suffer. Sold 110 shares of Neste at €27.5; growth was about 200%. In their place, this blind investor added more Optomed: 1,229 shares at a price of 2.485.
Trimmed Neste as well, 200 shares at a price slightly over 27€. This was only the second batch, perhaps luckily if the rise continues. Still didn’t dare to put them into Optomed, but set a low bid for Revenio instead.
Edit: It looks like 200 shares of Revenio were filled at 17.86€/share, and there was even some money left over.
Making a small purchase today as well. A small addition to Huhtamäki, the fourth largest in the portfolio.
Buy: Huhtamäki 30 shares (€28.98)
