Bo Jonas Barrelov
Bo Jonas Barrelov @JonasBarrelov

Rendimento
Tutti

21.70%2025
2025
30.11%2024
2024
41.44%2023
2023
-33.00%2022
2022
16.26%2021
2021
42.98%2020
2020
25.38%2019
2019
6.40%2018
2018
31.34%2017
2017
11.07%2016
2016
12.64%2015
2015
-18.39%2014
2014
1.78%2013
2013
43.0%0%-43.0%
Bo Jonas Barrelov
๐™Œ๐Ÿฏ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐™จ๐™ค ๐™›๐™–๐™ง โ€” Strong Results, Mixed Reactions This earnings season has been full of action. Some of our biggest holdings showed great numbers, but the marketโ€™s reaction hasnโ€™t been the same for everyone. ๐˜ผ๐™ก๐™ฅ๐™๐™–๐™—๐™š๐™ฉ had the best quarter of the group. Revenue passed... Mostra di piรน Traduci
Bo Jonas Barrelov
September 2025: The portfolio gained +4.54% at the time of writing in September, continuing to outperform the broader market. A balanced mix of Swedish equities, global tech, and crypto provided both stability and growth, showing the strength of diversification in a month driven by central bank policy... Mostra di piรน Traduci
Bo Jonas Barrelov
August Portfolio Update & September Outlook The portfolio returned +2.92% in August, ahead of the S&P 500โ€™s +1.9% gain. This reflects the strength of a diversified mix of Swedish equities, global tech, ETFs, and crypto assets. Core holdings like Investor AB, Sandvik, Volvo, Microsoft, Apple, and Alphabet... Mostra di piรน Traduci
Bo Jonas Barrelov
๐Ÿ“ฌ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐™Ž๐™š๐™–๐™จ๐™ค๐™ฃ ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š The July earnings season is almost done, and many of the big tech companies in our portfolio have shared their results. Most beat expectationsโ€”but the stock market didnโ€™t cheer for all of them. Letโ€™s take a quick look. ________________________________________ ๐Ÿ’ผ... Mostra di piรน Traduci
Bo Jonas Barrelov
๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š โ€“ ๐™๐™ž๐™ง๐™จ๐™ฉ ๐™ƒ๐™–๐™ก๐™› ๐™ค๐™› ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Our portfolio has had a very strong start to 2025, currently up 14.75% since the beginning of the year. The portfolio remains roughly 78% invested in stocks, 18% in crypto, and about 4% in gold. Stocks have been the main driver of... Mostra di piรน Traduci
Bo Jonas Barrelov
Investors Shift Billions from Gold to Bitcoin ETFs In five weeks, Bitcoin ETFs in the U.S. have seen big inflows, attracting over $9 billion, while gold-backed funds lost around $2.8 billion. This shows investors are increasingly turning to Bitcoin as a preferred safe haven during ongoing economic uncertainty... Mostra di piรน Traduci
Bo Jonas Barrelov
๐™‰๐™š๐™ฉ๐™›๐™ก๐™ž๐™ญ $NFLX (Netflix, Inc.) ๐™–๐™ฃ๐™™ ๐™Ž๐™ฅ๐™ค๐™ฉ๐™ž๐™›๐™ฎ $SPOT (Spotify Technologies SA) ๐™ฌ๐™ž๐™ก๐™ก ๐™ง๐™š๐™ข๐™–๐™ž๐™ฃ ๐™ง๐™š๐™จ๐™ž๐™ก๐™ž๐™š๐™ฃ๐™ฉ ๐™™๐™š๐™จ๐™ฅ๐™ž๐™ฉ๐™š ๐™š๐™˜๐™ค๐™ฃ๐™ค๐™ข๐™ž๐™˜ ๐™ช๐™ฃ๐™˜๐™š๐™ง๐™ฉ๐™–๐™ž๐™ฃ๐™ฉ๐™ฎ Despite the current uncertainty on the markets, leading streaming platforms Netflix and Spotify continue to demonstrate... Mostra di piรน Traduci
Bo Jonas Barrelov
๐™Ž๐™ฉ๐™–๐™ฎ๐™ž๐™ฃ๐™œ ๐˜พ๐™–๐™ก๐™ข ๐˜ฟ๐™ช๐™ง๐™ž๐™ฃ๐™œ ๐™‘๐™ค๐™ก๐™–๐™ฉ๐™ž๐™ก๐™š ๐™๐™ž๐™ข๐™š๐™จ With markets reacting to the newly announced Trump tariffs, itโ€™s understandable that many investors are feeling uneasy. Trade tensions between the U.S. and key partners like Canada, Mexico, Europe and China have led to increased market... Mostra di piรน Traduci
Bo Jonas Barrelov
๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™‘๐™ค๐™ก๐™–๐™ฉ๐™ž๐™ก๐™ž๐™ฉ๐™ฎ: ๐™’๐™๐™–๐™ฉโ€™๐™จ ๐™ƒ๐™–๐™ฅ๐™ฅ๐™š๐™ฃ๐™ž๐™ฃ๐™œ ๐™–๐™ฃ๐™™ ๐™ƒ๐™ค๐™ฌ ๐™ฉ๐™ค ๐™๐™๐™ž๐™ฃ๐™  ๐˜ผ๐™—๐™ค๐™ช๐™ฉ ๐™„๐™ฉ Right now, we are going through a period of market turbulence. This happens from time to time and is completely normal. However, it may continue for a while, so I want to explain whatโ€™s going... Mostra di piรน Traduci
Bo Jonas Barrelov
๐˜ฟ๐™š๐™š๐™ฅ๐™Ž๐™š๐™š๐™ โ€™๐™จ ๐˜ผ๐™„ ๐˜ฝ๐™ง๐™š๐™–๐™ ๐™ฉ๐™๐™ง๐™ค๐™ช๐™œ๐™: ๐˜ผ ๐™‚๐™–๐™ข๐™š-๐˜พ๐™๐™–๐™ฃ๐™œ๐™š๐™ง ๐™›๐™ค๐™ง ๐˜ฝ๐™ž๐™œ ๐™๐™š๐™˜๐™? Apple, Amazon, Microsoft, Alphabet (Google), Meta, Nvidia, and Tesla have been spending hundreds of billions to build the most powerful AI models. But last week, a Chinese startup, DeepSeek, shook things... Mostra di piรน Traduci

Informazioni Bo Jonas Barrelov
Svezia
Strategia: Multi-strategia

๐Ÿ†๐Ÿฅ‡๐Ÿ…๐ŸŽ–๏ธ +๐Ÿญ๐Ÿฌ ๐™ฎ๐™š๐™–๐™ง๐™จ ๐™ค๐™ฃ ๐™š๐™๐™ค๐™ง๐™ค: impeccable track record since 2013 ๐Ÿš€
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