March was a choppy month for the markets. Rising tensions in the Middle East pushed oil prices higher, adding fresh inflation worries around the world.
The U.S. economy stayed fairly steady, but the jump in energy prices made the outlook more cautious. The Fed kept rates at 3.75%, and expectations for... Vis flere Oversett
February was a more tense month for global markets.
Geopolitical risks increased as tensions in Iran escalated following reports of a military strike. The situation added uncertainty and reminded investors how quickly global events can affect sentiment.
In the United States, the Supreme Court blocked... Vis flere Oversett
January was a calm month in terms of portfolio activity, with no major changes made. With markets trading near all-time highs and uncertainty still present, staying patient felt like the right approach.
In the U.S., the Federal Reserve kept interest rates unchanged at its January meeting, despite pressure... Vis flere Oversett
📊 𝟮𝟬𝟮𝟱 𝙔𝙚𝙖𝙧-𝙀𝙣𝙙 𝙍𝙚𝙘𝙖𝙥
𝟮𝟬𝟮𝟱 𝙬𝙖𝙨 𝙖𝙣𝙤𝙩𝙝𝙚𝙧 𝙨𝙩𝙧𝙤𝙣𝙜 𝙮𝙚𝙖𝙧 𝙤𝙣 𝙚𝙏𝙤𝙧𝙤. Despite a market environment shaped by inflation concerns, rate uncertainty, and periods of elevated volatility, the portfolio managed to outperform the S&P 500 through a disciplined and diversified... Vis flere Oversett
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 — 𝙉𝙤𝙫𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱
The portfolio closed November at –3.46% after a volatile month across equities, tech, and crypto. Diversification helped cushion some of the downside, but overall risk sentiment remained cautious.
In Europe, the ECB held rates steady as inflation... Vis flere Oversett
𝙌𝟯 𝟮𝟬𝟮𝟱 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙤 𝙛𝙖𝙧 — Strong Results, Mixed Reactions
This earnings season has been full of action. Some of our biggest holdings showed great numbers, but the market’s reaction hasn’t been the same for everyone.
𝘼𝙡𝙥𝙝𝙖𝙗𝙚𝙩 had the best quarter of the group. Revenue passed... Vis flere Oversett
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... Vis flere Oversett
August Portfolio Update & September Outlook
The portfolio returned +2.92% in August, ahead of the S&P 500’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... Vis flere Oversett
📬 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙎𝙚𝙖𝙨𝙤𝙣 𝙐𝙥𝙙𝙖𝙩𝙚
The July earnings season is almost done, and many of the big tech companies in our portfolio have shared their results. Most beat expectations—but the stock market didn’t cheer for all of them. Let’s take a quick look.
________________________________________
💼... Vis flere Oversett
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚 – 𝙁𝙞𝙧𝙨𝙩 𝙃𝙖𝙡𝙛 𝙤𝙛 𝟮𝟬𝟮𝟱
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... Vis flere Oversett
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