Nicholas Ahonen
Nicholas Ahonen @AllSeasonsPort

Performance
All

8.37%2026
2026
17.97%2025
2025
4.21%2024
2024
8.47%2023
2023
-25.78%2022
2022
13.40%2021
2021
25.8%0%-25.8%
Nicholas Ahonen
𝗥𝘂𝗻𝗻𝗶𝗻𝗴 𝗵𝗮𝘀 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝘁𝗵𝗶𝗻𝗴𝘀 𝗶𝗻 𝗰𝗼𝗺𝗺𝗼𝗻 𝘄𝗶𝘁𝗵 𝗺𝘆 𝘀𝘁𝘆𝗹𝗲 𝗼𝗳 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 After the summer holidays, I'm back to my normal training routine, which I usually follow religiously. In my plan I have Tempo runs, slower Zone 2 runs, Intervals,... Show More
Nicholas Ahonen
🌦️ 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗦𝗲𝗮𝘀𝗼𝗻𝘀 𝗨𝗽𝗱𝗮𝘁𝗲 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟲 If markets had a weather forecast, 2026 would be remembered as a year when the sky kept changing faster than investors expected. The on-and-off peace deals and retaliations in the Middle East switching every 12 hours on average... Show More
Nicholas Ahonen
My holidays this year brought me to Sicily. At the rental desk in Catania, the employee asked whether I wanted the premium insurance. It added several hundred euros to the cost of the trip. I hesitated. The extra cover protected against scratches, bumps, cracked mirrors and a long list of things I was... Show More
Nicholas Ahonen
𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝘀𝘀𝗲𝘁 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 The recent crypto theft from Coldcard hardware wallets offered a timely reminder that investment risk does not end once we have selected the right assets. Attackers reportedly exploited a weakness in how certain Coldcard... Show More
Nicholas Ahonen
𝗝𝘂𝗹𝘆 𝗱𝗲𝗽𝗼𝘀𝗶𝘁 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱 Dear copiers and followers of the All-Seasons Portfolio strategy, As usual, I deposited an amount equal to approximately 1% of the portfolio’s value near the end of the month. Following the deposit, I made three buy trades (including with existing cash position): 🔹... Show More
Nicholas Ahonen
💰 𝗡𝗼𝘁𝗶𝗰𝗲 𝗼𝗳 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗱𝗲𝗽𝗼𝘀𝗶𝘁 𝟮𝟴 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 Dear copiers, followers, and other interested parties, I would like to notify you in advance that I will be making my next monthly deposit to my account later today 𝟮𝟴 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲, in case you want to match it in your... Show More
Nicholas Ahonen
𝗔 𝗾𝘂𝗶𝗲𝘁 𝗳𝗲𝗲𝗱, 𝗻𝗼𝘁 𝗮 𝗾𝘂𝗶𝗲𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 It has been a little while since my last update. I have taken a short summer pause from writing, but not from monitoring or managing the portfolio. June was a softer month, with the portfolio declining by approximately 3.5%. July has so... Show More
Nicholas Ahonen
💰 𝗡𝗼𝘁𝗶𝗰𝗲 𝗼𝗳 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗱𝗲𝗽𝗼𝘀𝗶𝘁 𝟮𝟲 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 Dear copiers, followers, and other interested parties, I would like to notify you in advance that I will be making my next monthly deposit to my account later today 𝟮𝟲 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲, in case you want to match it in your... Show More
Nicholas Ahonen
𝗔𝗹𝗹-𝗦𝗲𝗮𝘀𝗼𝗻𝘀 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 P/L (%) May 2026: +0.15% P/L (%) YTD 2026: +9.10% P/L (%) R-12: +19.36% Risk Score: Avg. 4 (Max 4) Sharpe Ratio (R-12): 1.88 (data from Bullaware) Copiers: 6 Followers: 834 Best asset... Show More
Nicholas Ahonen
🏢 Short update on U.S. real estate Our All-Seasons Portfolio has a 3% allocation to $IYR (iShares U.S. Real Estate ETF) with broad access to US Real Estate sector. After a difficult few years for commercial real estate, the picture is starting to improve, but very selectively. Lower rate expectations,... Show More

About Nicholas Ahonen
Sweden
Strategy: Macro

⭐️ CISI Lvl 3: Macro agnostic All Seasons Portfolio for stable risk-adjusted returns
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6 Copiers
860 Followers