I refer to this “What do you have in your portfolio” message:
https://keskustelut.inderes.fi/t/mita-sinulla-on-salkussa/1246/4110
The portfolio’s YTD overall is currently 7.71%, also taking into account currency exchange rate changes.
Domestic stocks have yielded 5.88% + 2.51% from dividends = 8.39%.
Foreign stocks have yielded 18.44% + 1.41% in dividends = 19.85%, and when subtracting the effects of currency exchange rates -6.52% = 13.33%.
ETFs and funds have taken the biggest hit from currency exchange rates and are therefore at a loss of -0.57%.
The best-performing domestic stock is Nordea, with a 26.69% return. Among foreign stocks, Palantir has performed best with 23.75%. In hindsight, Palantir should not have been sold, of course, but I wanted to protect profits. And it is a high-risk stock. The second best performer is BAT with 20.23%.
The weakest link is Novo Nordisk with a -22.28% loss. Nokian Renkaat was also poor with -14.08% but it has already been sold.
The portfolio was at its worst with a -6% loss on 6.4.2025 during the stock market decline caused by tariff fears. We have recovered well from that in just over 2 months, and some additions were made around that time. Some of them can be found in the buy-sell thread.
Overall, I am quite satisfied with the first half of the year; investing has been profitable. If I could reach a +10% YTD balance by the end of the year, I would be very pleased with that.