Sifter’s @Santeri_Korpinen and Alexander Järf discuss the past Q2 
Contents
00:00 Disclaimer
00:05 Semiconductor companies have performed best YTD
00:40 Sifter fund returns
01:30 Sifter fund 23 years
02:31 Top gainers in Q2
04:00 Top losers in Q2
05:19 The portfolio’s 10 largest investments and returns
07:39 Portfolio changes and new investments
13:57 Allocations
15:20 Valuation