BUY 300 pcs NovoMörnis 273.80 DDK
SELL 1300 pcs Terveyslato 9.15e
(Changing horses from one team to another - not the whole team at once).
ENPH ownership at its highest - interesting to see if the sun rises or sets this year.
16 Likes
Bought Capman 1026 * €1.832, even though a year ago the plan was to dump this out of the portfolio and reduce the weight of the financial sector in the portfolio
Bought Enento 100 * €14.50 and lowered the average price
Sold Atlas Copco last week as a tax sale, and now the tax surcharges will only be a 3-digit number. This was a mistake purchase from the beginning of the year.
8 Likes
I had thoughts about stock picking. I prevented this by investing all available funds further into the Phoebus fund.
35 Likes
Citycon shares sold at a hefty loss. Challenges in the industry, weak management, and a main owner primarily pursuing their own interests. And this was putting it mildly. The value of the company’s properties is completely different from the current share price. Perhaps this is (at least partly) a reflection of the real estate sector and the times.
Somehow I initially assessed the company as slightly better, and then it just stayed in the portfolio to rust🤔 Note to self; I should have sold earlier, as the downturn had been known for a long time. Cut losses quickly and let profits run slowly.
Cash saved for potential market drops, and losses are used to offset profits for tax purposes. And nothing else but forward! 
15 Likes
Molina Healthcare 20 pcs opening at $148.4. I paid more than I originally thought, but let’s try buying into rising prices for a change. Last time with Novo it went so well 
In my opinion, it seems to have bottomed out. I believe and hope they can grow their own margin over the next 2-3 years. The balance sheet can withstand even a slightly weaker period.
2 Likes
I bought more Vår Energi at 31.66 kroner. Dividend yield 15%, hopefully it holds. Among the largest in the portfolio after Nordea.
11 Likes
Exit 80 pcs TMDX @ 139.96. Intention to re-enter as owner, but I believe I can buy this somewhat lower before the next earnings report. At the same time, a bit more protection from market turbulence if it is to continue.
2 Likes
Exited 
Fastenal @$39.67 and bought Cintas @$183.16 instead.
Both companies are very high quality, but I expect Cintas to grow faster and be a better long-term investment.
6 Likes
Buy: Shake Shack. 60 pcs for a swing trade. Tight stop-loss. On a monthly basis, it’s in an interesting spot, but who knows about these things…
1 Like
Disappointment in Faron made me buy another 500 units. Namely, some people’s disappointment in their own expectations suitably lowered the price to 2.05.
23 Likes
Bought Alma Media. A brilliantly managed profitable (growth) company that has come down about 20% from its yearly highs. In my opinion, they could grow faster sometimes, even at the expense of some profitability. I was a bit disappointed that I didn’t get to buy this at the beginning of the year, but luckily the recent share price drop picked me up. 2026 valuation considering quality is not bad:
10 Likes
Bought Faronia at @2.09 5000 pcs.. for a short hold or if miracles happen during that time. Then for a long hold.
7 Likes
I bought Fortum at €17.35. I think I rushed, but so be it! More purchases at a lower price. Still of the opinion that it’s a stock for wealthy people and a cornerstone of the portfolio. Long-term prospects are stable.
I sold the rest of Vodafone at €1.04. These last ones will still yield dividends at the beginning of next year. Operator weighting is quite small in the portfolio now. I’ll have to buy more Elisa if I can’t think of anything else.
12 Likes
Bought back Fortum shares sold in October with a “peaks have been reached” attitude, a couple of percent cheaper @ 17.1 EUR
Added Nokia with a “bottoms have been reached” attitude @ 5.2 EUR
Bought Novo yesterday at what I thought was a super cheap price @ 275 DKK
Yes, buying these stocks always feels easy at the time of purchase, what could possibly go wrong?
15 Likes
At least one more time, add Faron to the OST @€2.07.
Now, 3/20 of the capital deposited into the OST has been invested in this, and from the AOT, there is more than four times this amount, i.e., 8.4% of its portfolio value. So, I am heavily involved, tapping on the upper limit of risk management.
12 Likes
I just listened to the book “Disciplined Anarchy” and I added Inderes Oyj shares to my portfolio today. I like the company’s long-term approach to thinking about things and I believe that this company makes sensible decisions in the long run, considering shareholder value. The book also nicely illuminated the company’s internal thoughts on culture, management, board work, the interaction between the CEO and the board, the commitment of the largest owners (founders), etc., which strengthened my confidence in long-term value creation. That’s why I dare to park a slice of my portfolio in the company’s shares from the ATL (All-Time Low) bottom levels of the public listing 
We are in a downtrend, and I’m not claiming this is the end of it.. some catalyst is needed for an upturn, as judging by the trading volumes, it seems no one is currently interested - as seems to be the case with many other small First North companies.
26 Likes
The rest of the “war chest” was invested: almost exactly 50/50 in TietoEVRY & Nordnet Europe Index. There was no major agenda besides diversification. I certainly wouldn’t mind if Tieto generously distributes dividends.
7 Likes
Purchases for OST!
Adding to a portfolio pillar:
- Sampo
185 pcs
New experiment for the portfolio:
- Finnair 351 pcs
10 Likes
A small slice of Tomra, around 120 NOK. Hopefully, bottle return and circular economy solutions will continue to become more common and develop in the future.
6 Likes
1900 pieces of Aiforia for the lady, as she still got it cheap; this purchase also reminds me so much of the ‘Tankki täyteen’ series.
10 Likes