I swapped Evos to Novozymes in Degiro’s “fun portfolio”. At the same time, I realized some losses for tax purposes. The “fun portfolio” is 50% leveraged, and there’s no fun coming from it. Mainly losses. ![]()
A small addition to Faronia @2.06. Because I really like risks. ![]()
Oh my, oh my. Just bought 8000 SSH shares for €2.70. Can’t say anything else but thank you, Inderes, for the sales ![]()
I also started cautious SSH additions today. There was too much front-loading in the stock price, I agree with Inderes on that. My wish for it to drop below 3€ was exceeded when I managed to buy it for less than 2.70€. Let’s see if the decline continues towards the 2€ level.
Almaa here too. Just a couple of weeks ago it seemed too expensive, but now I got Almaa for 12.00. Harviat had to take a back seat for a moment, but Almaa has been watched for a long time.
Opened a new small position - Hubspot 17 pcs @ 366.37 USD.
I use the software in my work, and my own employer also uses several modules from them. Additionally, my portfolio lacks a SaaS company, and these CRM systems are quite sticky. Usually, these SaaS companies are not accessible at a reasonable price, but now this has dropped so low that I’m getting in with a small amount. Let’s see if the knife keeps falling.
I took Faronia, [even though it hurts] a few more kilos. For Osti, let’s hope we can sell Fomoa ASH and these extras. Then SSH first test purchase at 2.72 because the September gap was technically closed, and probably all the negative is priced in.
More Mr. Tokmanni. Now almost 10k shares..
And as a new experiment, Nibe with the idea for a short hold ![]()
Back into Faron again with the same idea, short hold, a grand in hand and a drunk reality.
Friday’s small IONQ addition sold today @46.90. Quite an OK round both financially and tax-wise, as a very expensively acquired batch was sold…
I’m probably way too early, but I’ve already started putting together my year-end “dog portfolio”.
Many stocks with negative YTD performance have had several weeks of negative sales behind them. Has this been justified by fundamentals? Probably.
But I suspect there are already tax-loss selling activities involved. The tax period will soon end, however, and investors want to minimize their taxes. In many of these stocks, the fundamental valuation is also interesting, provided one doesn’t have a personal historical aversion to the stock.
So: while waiting for a bounce from the downtrend, or January rebound rallies. Relatively high-quality companies for the corner of the portfolio:
Qt, Terveystalo and EQ
Sold
Nordea with a suitable +25% gain, and the plan is to replace it with
Asia index and
Altria.
“Long-term hold” Nordea shares (small amount) sold off with a profit of around twenty percent.
I subscribed for the minimum amount of Framery.
BUY
Novoa purchased for the first time.
In the evening, I took small positions into the portfolio that may come and go.
BKKT, CIFR and NUAI (new)
Framery subscribed in the public offering. It might stay in the portfolio for less than a minute or many years. Let’s see what the share price reaction is next week.
Sold off a thousand junk stocks at a heavy loss, like Verve and Axon. An amateur shouldn’t meddle with these.
SAAB in yesterday and out today. A hundred euros to fatten the wallet from this adventure.
I was absolutely sure I bought DT for the portfolio at 10.95 about a week ago. I can’t find the position in any portfolio
50 years old is apparently the age when total decline begins.
I had to write something else, oh right, I bought DT, I even confirmed it, 300 pcs at 10.40.
Planned addition to the older son’s portfolio
Mandatum @ 6,494 €
Didn’t “waste” the whole account again, so the pre-payday transfer to funds, anticipating Friday’s payday, will happen today. Additions:
-Storebrand Japan
-Storebrand Global all countries
-Handelbank USA index


