I just bought/sold (Part 8)

[Keketin]

Shopping on Friday:
Berkshire B 2 shares - $490
SoFi 25 shares - $17.60
Pfizer 16 shares - $26.70
Nike 15 shares - $53.90

[Hellfire]

Valmet back into the portfolio, 200 shares. Dividend payment likely coming in March.

[Jamon]

Purchased Finnish government bonds maturing in 2055 at a 3.91% yield. First direct bond purchase ever, and the plan is to increase the share of various bonds to 10-40% of the portfolio.

The reasoning is the view that even a deflationary trend is possible, and the real yield looks quite good. The biggest winner is the Finnish state in the form of financing and tax revenue

[OsinkoGuru]

Trimmed Equinor at 351.15 crowns. This company is an absolute gold mine.

Also reduced Aker BP during the late-day rally at 335 crowns per share. This is an incredibly good company as well. Still holding a bit.

This crazy rally in oil companies has truly exceeded all expectations. The suits were talking about $50 oil for 2026–2027 even as US aircraft carriers were sailing toward Iran

I wonder if crude oil will ever be under $70 a barrel again in our lifetime?

[Sijoittaja-alokas]

I bought enough EQT that its share in my portfolio is about 3.3 percent

This company has stable revenue streams, high profitability, and also potential for stronger growth “in certain respects.”

What makes the company attractive is also the insider confidence in their own company, e.g., in the form of share purchases. Other interesting parties have also been buying this company’s shares, especially now during the dip.

One major draw here is the safe yet profitable performance, but also those parts of the company that have significant growth potential (and thus risk), such as the Asian PE (Private Equity) side.

An interesting spot to load up on this is, of course, the dip of the dip. One reason for the deep dip is AI concerns in the software industry; the concern may be valid—I’m not saying it isn’t—but the company is anyway diversified into healthcare, infra, and real estate, among others. Additionally, EQT has diversification “within” sectors. And let’s not forget that the company has diversified itself internationally.

On the future:

The CEO stated that there is confidence in this year, partly because its position to attract capital specifically from private markets is stronger than ever before. Reportedly, the company intends to continue developing businesses and various operations through active ownership and an international, long-term strategy. The CEO also emphasized that the merger with Coller Capital helps the company offer even broader and better investment solutions internationally.

I wrote this in the company’s thread:

@Sijoittaja-alokas

According to the materials, the previous year was a record one for EQT; the value of exits was 34 billion euros and the amount of fundraising doubled to 26 billion euros; additionally, the company’s revenue grew by 16 percent. According to management, the previously mentioned acquisition of Coller Capital was important, through which EQT is expanding into rapidly growing secondary markets. Coller supposedly brings expertise particularly from the insurance sector and private wealth management. EQT is, at least according to its own words, investing more heavily in leveraging AI and is aiming for an EBITDA margin of over 55 percent. The goal is to double Coller’s fee-generating assets in less than four years.

---

In short:

The company has a safe yet profitable track, as well as parts that could have nice growth potential. The company is well-positioned and has the strong confidence of its owners and management—their share purchases (too) speak for themselves.

[Faldo]

Added 19% more QT today @€19.65. Overall, the position is in the red, but I still have confidence.

[odetock]

Sold Fortum from the equity savings account and bought Huhtamäki instead

[Flatbeat]

Sold Hims at nearly 100% profit and switched horses to Novo Nordisk

[Jucci_Mane]

Started adding Qt cautiously (€19.77) and the plan is to scoop up more bit by bit while testing the strength of the bottom

[Indeksitermiitti]

AVWS - global small cap etf - fund as a lump-sum investment. I have many ETFs in a monthly savings plan, and this is now actually the only “global” one, as otherwise my fund portfolio is quite Europe-weighted.

[palse]

New funds into the equity savings account, about 1.2%, and with it a new position in Tekova.

[Zoltan]

I now have a second batch of Adyen in my portfolio. They have an internal payment platform for global companies that covers brick-and-mortar stores, online shops, and as a new addition, even online purchasing through agents. A pleasantly active approach to potential threats.

[pt99659]

@pt99659

Returning to Adobe after a break of years, first purchase at 246 USD.

Second lot purchased @245 USD.

A highly profitable SaaS company in a monopoly position and forward P/E of 10. Which one is wrong, me or the market?

[Geologiopiskelija]

Added about 50% to Nebius, and it is now one of the top 5 positions in my portfolio.

[roopesakari]

Relais Group had drifted to a -7% loss in my portfolio, so I increased my position. Added 65 shares to the portfolio at a price of €14.75. The position now makes up 5.6% of the portfolio. Hopefully, the new CEO can improve this serial acquirer’s profitability.

[Ronin]

fortum trimmed 27 shares 22e/share

Verkkokauppa addition 156 shares 3.53e/share
Slipped into being the largest position.

Mr. Market just needs to start buying up the contents of my portfolio now. That’s all it needs, right?

[OsinkoGuru]

Sold a bit more Vår Energi again at €43.27. Every time I sell this, it’s 5-10% higher a couple of days later. It’s quite the miracle machine! Still have a bit left to sell. The name of the game now seems to be that oil companies go up and the rest of the market holds up reasonably well alongside them without collapsing. I don’t know when it’s QT’s (kuutti’s) or Adobe’s turn I have way too much cash right now, over 1/3 of the pot, but nothing is really at proper buying prices anyway. Tricky.

[Kaunohammas]

Sold all Neste shares at a price of 28.05. I made a profit of a few percent + dividends. The first purchases were made in spring 2020 and the last ones a couple of years ago, when the stock was diving month after month.

At its worst, the position was down about -60%, but it somehow managed to climb back into the green. This was a classic case where I bought into the plunge several times, but ran out of money and nerve long before the bottom. Now I’m just glad to be rid of this stock. The reasons are easy to list:

• Dependence on politics and global events
• State ownership
• Dividends are being paid even when it doesn’t make sense.
• Indebtedness has risen and the industry is otherwise dependent on investments
• The stock has risen insanely during the year. The recent rise is based on a temporary “special situation.” Of course, if the situation in Iran escalates, it could be good for Neste’s stock and make this selling decision look bad. But that’s getting into the territory of hindsight.

[Optis]

Same here, I sold a slice of Neste when I reached €28, enough of a rise, though some still remains in the portfolio. I immediately used the proceeds to set a buy limit for Revenio.

[Riksi]

Today, my second investment portfolio smashed through the 100k mark, so I’m celebrating by buying NN Norway and NN Sweden index funds for €250 each.