Ostin/myin juuri äsken (Osa 8)

You might have bought my shares. I decided to sell some shares after a small rise on 4.12.

I believe this can still be bought starting from 3.8 @optomed

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Bought Nordea (100) and Mandatum (200) almost at the day’s bottom prices during Friday’s (14.11.2025) steepest decline. Wärtsilä didn’t get caught in the net.

Already in the banking/investment sector: Evli (100), AKTIA (100), Capman (1800). With Nordea and Mandatum, this financial package is complete. Ålandsbanken under consideration.

Liquidated old funds with high management fees and firepower of €60,000 (considering future taxes) in 2 weeks for the rest of the year and for 2026. Direction - Nordnet and index funds + some stocks.

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On Friday, small additions to positions with Nordea euro trades

Hims

Ionq

Oscar

Duolingo

Root

Sbet

Honeywell

Sols

Grab

Asts

New ones

Smr and a small cccx position

Removed

Intellegno

Pypl

Upstart

Pagaya

From these, just under a thousand for tax deductions, assisted by int and upst

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140 Tokmanni shares added at a price of €7.095. Total position now 340 units and average cost €8.81.

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A Finnish quality company that has achieved 25+% ROE in the long term was acquired at 1.5x book, and with figures projected a couple of years out, P/B 1.2, dividend yield 14%.

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Bought 300 pcs of Tokmanni at €6.9. Now I have 500 pcs in total.
People are quite pessimistic. I’m going against the current and catching a falling knife.

Edit: 15 more pcs for the kids at €6.87. Now they have 25 pcs in total.

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It went just as I planned. These were sold off at approx. 49 SEK. There was probably a better chance of winning here than in the Lottery, but this is how it turned out. There was no confidence in the company when buying, and none has come in a week. An interesting case nonetheless :slight_smile:

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I did the same, sold Intellegos at @49. Not interested and have no faith in this company.

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Buy Witted @1.50

Let’s see if the recommendation hits the mark.

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I sold out at @47.xx. Average price around 90. So, a couple of thousand in losses. By far the worst investment of my life, I hope in the future I understand to stay away from lottery tickets…

Familiar and safe Kesko B added 200 units @ €18.04.

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Sold 2/3 of Honkarakenne from OST @€3.15. Profit of just over 11% with a 4-month holding period.

I saw that the bid side was so thin that it might be a good idea to sell these. Five times the amount remains on the AOT side at an average acquisition price of €2.50.

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Bought back a batch of Bittium around €19, which was sold at €18.56/share

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• NON Finland fund cashed in

This was bought alongside the ETF when it was falling, because it was more cost-effective as there wasn’t a new lump sum to throw into the other one. Now sold in an amount suitable for the year’s tax-free limit, and this has been owned before for this kind of “trading.” There’s already enough blue-and-white (Finnish exposure) through that ETF and individual stocks, so with over 30% return, it’s nice to take. The rest could be sold

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I sold all of my shares in the Japan ETF. I will later transfer these funds into direct Japanese stocks.

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Today I trimmed 15% off my Aallon Group position at a price of €11.15. These were bought at €8.00 and thus yielded well. The sold portion represents about 0.2% of the portfolio.

Gradually selling off a batch here and another there, reducing leverage.

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More Flowers Foods. The dividend is starting to be on point.

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A somewhat surprising need for cash arose for unlisted shares. So, US stocks are being sold from the AOT.

S: Pepsi 20 shares (+100 €)
S: Pfizer 90 shares (-100 € considering dividends)

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500 more Tokmanni, and since the QT trade went south, 300 more of that too… lowering the average price.

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Meta Platforms bought after the drop for long-term hold @608USD :united_states:

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I opened a position in Nebius @87.09.
After letting off some steam, even those who had missed the train could get on board.
I was already at the stop in the summer, but I didn’t get on board.

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