Portfolio & Performance

On this page you can find the monthly comments for my portfolio, an overview of the portfolio and performance. Below my table of holdings you can find previous months updates!

October: The portfolio consists of 26 holdings, up from 22 holdings in September. To check the buys and sells, as well as the reasoning behind my decisions, since last time go to my investment journal.

The dividends keeps rolling into my account from my holdings and I have year to date recorded NOK 18.265 in dividends compared to a total dividend of NOK 11.000 in 2018.

I’m very pleased with the performance so far in 2019, and October has been by far the best month year to date. Almost all my holdings has reported Q3 figures this month and overall there has been very good results, except Wartsila and Ocean Yield.

Going into November I’m a bit more cautious than previous months, but I’m still looking for more additions that will complement the holdings. MedTech-companies, IT-consultants companies and some solid investment companies are on my Nordic Focus List. I’m also focusing upon improving investment skills and the processes that I can affect, and updating my self on the companies in my portfolio.

Updated 4 October 2019
CompanySector
Aker ASADiversified finance
Aker BPEnergy / Oil & Gas
AbbVie IncHealthcare
BakkafrostSeafood
Beijer Ref Ser. BIndustrials
Brookfield Renewable PartnersUtilities
CastellumReal Estate
Cloetta ser. B Consumables
Elkem ASAMaterials
Eolus VindEnergy
Essity ser. B Consumables
Equinor Energy / Oil & Gas
Hemfosa Fastigheter Real Estate
Investor ser. A Diversified finance
Kitron ASAIndustrials
Mowi ASASeafood
Nekkar ASA
NIBE Industrier ABIndustrials
Ocean Yield ASAShipping
Scatec Solar Industrials
Securitas
Tomra Systems Industrials
TransAlta RenewablesUtilities
UPM-KymmeneWood & Forestry
Wärtsilä Corporation Industrials

September: The portfolio consists of 22 holdings, to check the buys and sells since last time go to my investment journal. I’m very pleased with the performance so far in 2019, and I’m way ahead the Vinx Benchmark Net Index NOK. The best performer this month was Eolus Vind and I chose to sell 25% of my holdings. Furthermore, Securitas was added to the portfolio. At the moment I’m satisfied with the current portfolio, but I’m still looking for more additions that will complement the holdings. MedTech-companies, IT-consultants companies and some solid investment companies are on my Nordic Focus List.

1 August 2019: Going into August 2019 my portfolio consists of 21 stocks, mostly Nordic companies but I’ve found room to include three companies from US / Canada. So far 2019 has been good to me. No doubt about that. At the beginning of the year I was confident that stock picking would be the best route going forward. There is still no alternative to the stock market (TINA), but avoiding sectors that underperform and sticking to my investment strategy has awarded me so far with a return of approximately 16.5% (as per 31 July 2019). Relative to the Nordic stock markets (VINX Benchmark Cap Net) I’m ahead almost 6% this year.


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