𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬 𝙅𝙪𝙡𝙮
Dear copiers and followers,
that's how fast the market can turn. Our portfolio had a great month. July was up 7.84%.
The market took most of the quarterly numbers positively, even if they didn't always meet expectations. However, this shows that... Näytä enemmän Käännä
At which price do you add $NIBEB.ST (Nibe Industrier AB Ser. B) ? After buying a bit too expensive at about 110 in January, I mostly added at about 90 on average, so I try to wait until it's below again. I just fear that it might not sink so deep in the near future 😂... Näytä enemmän Käännä
🔸 𝗠𝗢𝗡𝗧𝗛𝗟𝗬 𝗨𝗣𝗗𝗔𝗧𝗘 🔸
𝗠𝗼𝗻𝘁𝗵 𝟭𝟱 – 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟮
Our portfolio increased by over 15% during the month of July, well ahead of our benchmark, the S&P 500 ($SPX500) as well as the Nasdaq 100 ($NSDQ100).
There were no changes to the portfolio this month.
Our semiconductor stocks... Näytä enemmän Käännä
I am very happy that we joined Nibe. We got two great entry prices. One was even the absolute low. Unfortunately, I could not invest more money, I will increase the positions in the next few months, even if the share continues to rise. In the future, I still see enormous upside potential here. $NIBEB.ST... Näytä enemmän Käännä
𝙉𝙞𝙗𝙚 𝙢𝙖𝙠𝙚𝙨 𝙖𝙣 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣
Fossil-free heating is a megatrend. With its heat pumps, which extract thermal energy from the air, groundwater or earth and feed it into the system, Nibe is a major beneficiary of this development. In well-insulated new buildings, heat pumps are already... Näytä enemmän Käännä