Sold the entire Nokia stake from my equity savings account (OST) at €8.73 with a profit of about 106%. I could have gotten much more for it a while back, but I finally decided to take the profits at this point.
Entry into Lindex at 2.36. Not for a long-term investment.
And the Nokia additions have continued, with the latest slice coming in just this morning. Additionally, I also opened a leveraged position.
I’m still hoping the decline continues so I can load up at a cheaper price. But it’s been a rough drop – a good month and down 40%.
After the earnings report, I’m putting F-Secure back to work with a small position. I assume that the decline in profitability is temporary and that Verizon will bear more fruit later on.
B: F-Secure 400 pcs (1.94 €)
At this stage, I’m putting a small Lindex position aside. These pennies will be needed soon as well.
S: Lindex 300 pcs (2.225 € → 2.365 €)
I’ve doubled down on these, and the fundamentals haven’t really changed much in 23 hours. ![]()
Maybe these dried rutabagas will make me rich; if the stock goes up 5,000-fold, I’ll be rich. ![]()
Sold Verve from my PS account at a big loss, I don’t even have the energy to check how much it was… Now I’ve basically purged my portfolio of “tuition fees” from almost all of the old forum favorites that I jumped into just based on a feeling. I’ve still got a couple of grand of Intellego in the portfolio, mainly because I don’t think I can get rid of it.
I used the Verve money and some cash reserves to buy 350 shares of IQM @9.35. My reasoning is that even the big boys have paid tens of percents more for this, and I believe the sentiment will turn sharply in the coming days.
I added Berner at 78.00 to my portfolio alongside Lifco, Rök and Momentum Group.
I had a sudden hunch that this trio would beat the Helsinki general index over the next year, so here are my monitoring positions: Elisa, Valmet, Huhtamäki
Loaded up on Nokia-branded knives yesterday and today in a big way. Hopefully, this slide will be over soon?![]()
Reduced my Nordea position in the dividend portfolio by about a third.
The share of the portfolio had risen to over ten percent, so I’m reducing risk and increasing my cash position. I imagine there will be buying opportunities for quality companies throughout the summer and autumn, as things are quite chaotic in the world right now.
Bought 12,000 shares of Lindex. With these excellent results, the share price can only go up.
Yesterday and today I bought €40k worth of VVSM semiconductor ETF for a swing trade. Let’s see if we’ll be paying taxes or going for that ever-so-trendy tax loss harvesting.
Edit. Grabbed another ten [shares/units]
The accumulation of turnaround companies continues. I just bought 16,000 shares of Kamux. This will turn out well, and I get to collect dividends while waiting.
Well yeah, sure, but there wasn’t a shred of sense in that rise either. In my opinion, it’s still not cheap at all.
Rinkulat (Nokian Tyres) is a bit expensive. Nevertheless, added 350 shares back to the portfolio at 13.18. I had sold off the rest at 12 and change. I still believe they will surprise the market once again.
Rinkulat as an investment has been quite decent for me. The percentages weren’t very high, but the stake was substantial enough that it belongs in the category of successful investments.
In the morning, I was annoyed that I didn’t add more Orion after the earnings report. Fortunately, I have a reasonable amount in my portfolio anyway…
I made up for this by buying €20k worth of Nokian Tyres at a price of 13.38 on a good earnings report. A nice rise after that. Let’s see where we end up…
I should probably seek help, but I just went and added another 8% to my Intrum position. Now I have a nice 120k share position losing to every index in the world, and to the neighbor’s grandma while I’m at it.
At the beginning of the year, I still had the intention of increasing the position to 20,000 shares at some point. Well, that task was certainly achieved with a 1x18 share issue, damn it.
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I don’t know why, but I set a sell order at 14.60, and at that point, it really didn’t look like it would hit today. Regardless, 350 shares sold at a price of 14.60.
Reduced holding of Nokian Renkaat by 200 units at 15.05 (1,300 units remaining). Good result, but the share price has surged.
Opening position in Relais.
An interesting company in my opinion, which I’ve been following for quite some time. Now it was time to jump in as well.


