The portfolio has been ahead of the index since 2020, thanks to some essential investments I made in 2021. 2022 has been rough, but a great July and a weakening Norwegian Kroner have dampened the fall to a negative 4,7% year to date. This year hasn’t favored my investing…
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Earnings season is finally back, with LVMH showing a solid first quarter with 29% revenue growth compared to Q1 2021. Fashion & Lather reported the…
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Lots of high-quality names have dropped double digits: Adobe -28% Amazon - 24% Estee Lauder -20% Nike -20% Microsoft -15% Alphabet -13% Microsoft This…
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As my third write-up, I will publish a piece on the insurance company Gjensidige Forsikring, ticker symbol GJF, and listed on Euronext Oslo…
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It's almost a new year and it's time to create some new goals for 2022!!
I finished my bachelor's, got a new job, and all asset classes performed well. What more could I hope for in 2021. 2022 will become another exciting…
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The company delivers attractive dividend growth at 18.5% CAGR for the last 5 years, and a dividend yield right below 2%.
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Don't let yourself be attracted to value traps at peak earnings
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