Sold 200 shares of Tieto, 100 shares left, profit about 500€. Keeping an eye on it to see if I can get a bit more out of the remaining scraps.
Sold UPM position, 235 shares, profit pretty much exactly a grand.
Trimming stock positions a bit. Looking forward to tomorrow’s payday and that famous weekend. Thinking of holding a slightly larger cash weight for a while.
Lumo Homes added to the OST.
Tomorrow more from the dividend dip 
Capman was dropped, replaced with Applied Optoelectronics (AAOI). They develop essential gear for hyperscalers.
Nasdaq took a hit, and these high-beta stocks naturally fell more sharply. Likely more excitement ahead.
Today’s buy/sell day:
S: Verizon with approx. +25% gains, half of the position, 40 shares @ $50.78
With these funds, hopefully buying into short-term and profitable positions
B: Nokian Tyres 100 shares @ €9.37
B: QT 50 shares @ €19.41
I sold 1/4 of my Neste position today at €27.42 per share. The rest won’t be sold easily, as I believe in the good long-term prospects.
Nomad Foods:
I listened to the latest interim report and liked what I heard. The new CEO is full of enthusiasm and was convincing. New internal targets are being re-evaluated to be more sensible, etc. You don’t hear this kind of firepower from domestic CEOs. The start of the year is challenging, but this should turn out well.
Nomad was up 2% today, but dropped quite suddenly about 9%. The fish sticks hit the fan. I picked up some of the pieces. Found money for 185 pieces at $9.57. Now holding a total of 685 fish sticks. Dividend is already around 7.1%. I didn’t think I’d be able to add more this quickly. The sentiment is certainly sour. Now I have to wait for payday, as I’m a poor beggar when it comes to cash.
I picked up 150 shares of Sofia on the dip @ 17.70. The stock has already almost halved from its peak. No scratches are visible in the company’s business itself, but according to the market, the macro situation is apparently weighing heavily. For a couple of weeks now, it has been moving sideways rather than down despite the war in Iran, so maybe the bears are starting to run out of gas.
Picked up a batch of Franklin Resources shares from the US market in the evening @ $23.86. For the first time, I also made a fat-finger error and sold shares instead of buying. Luckily, the amount was small, so I won’t lose many euros on it when buying back.
I sold just under half of my Neste position yesterday at €27.51.
It has somehow just shot straight up and maybe there’s room for a small pullback.
And you have to be satisfied once in a while and take some profits.
I almost forgot that I bought 1,200 Kamux shares yesterday at the last minute for €1.72 each. The reasoning behind the move is that a time will soon come when the dividend yield on this purchase will be 10%, plus potential capital appreciation on top.
As part of my epic monthly savings program unleashed last month, which is valid until further notice, I added… Röko.
The rest of you can make money with AI, data centers, oil, and banks. I’ll be languishing among plastic flowers, conveyor belt lubricants, graduation caps, and golf equipment.
Herd mentality struck when “everyone else is doing it, so I might as well”—I reduced Neste… apparently 16% of the position size at a price of 27.5.
A still-healthy 6% of my stock portfolio is “in the soup” (Neste).
My own motto is to flatten the profit curve and steepen the loss curve, so this is right in line with my strategy.
If I never read anything here, I probably wouldn’t have touched it, so let’s see if I’ve overplayed my hand AGAIN, as I don’t have a more sensible investment in mind for the money yet. I blame all of you. 
I also started QT earlier this week at €19.5, with the cash from selling Olvi.
Added Huhtamäki at €28.62. First buy in September, now the second largest position in the portfolio.
(Autocorrect would have corrected it to “pissa” [piss], hope not)
I added more Kesko to my portfolio today (€19.89/100 shares) due to February’s positive sales figures. Even if there are storms around the world and fears of inflation rear their head, people still always have to go to the grocery store. I also briefly considered adding Olvi, but I think this time I’ll buy it from the Jumbo K-Citymarket instead of Fabianinkatu. Have a great weekend, fellow forum members!
Added a second tranche of Latour @ 205 SEK.
Recently also opened a 1/3 position in Revenio at an average price of €18.11. Strong cash flow, low net gearing, high equity ratio. Profitable growth in the long term. Multiples have compressed after the market’s initial excitement. Of course, if something unexpected happens, there is still room to go lower; plus, given the current global situation, I’m keeping some dry powder to add more later. Monitoring for any news on bolt-on acquisitions in the near future.
Huhtamäki as a new addition to the portfolio, 175 shares at a price of €28.4. Looks like the car replacement got pushed to next year.
Added more Harvia at 35.05. Largest in the portfolio and I have faith in their execution. It wasn’t necessarily a very planned addition, but at this price, I’m happy to buy.
Returning to stock adventures by buying Remedy at 13.00 and Coffee Stain at 16.90 SEK
Coffee Stain has been sliding downwards for a few months already, but in the last few days, it has finally shown tiny signs of life 
Remedy, on the other hand, has drifted surprisingly low considering the upcoming game release. So far, the reviews for Resonant have been quite good, but I guess another Firebreak-like flop is on its way 
According to the market, both companies belong to the “nuclear waste” category, i.e., gaming companies, so they’ll probably blow up and go even lower.
Profit-taking on Neste. Exited the entire position with a 48% profit.
A shame I didn’t realize to sell first thing in the morning when my finger was hovering over the sell button at the day’s highs.. In the grand scheme of things, these are luckily minor things.
I cashed out some profits from Vår Energi at 41.12 crowns. It just pays to own Norwegian stocks. The money keeps rolling in. Let’s see if I sold too cheap again. 