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Performance in July 2022
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…
Aug 1, 2022
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Performance in July 2022
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April 2022
Earnings season is finally here!
Earnings season is finally back, with LVMH showing a solid first quarter with 29% revenue growth compared to Q1 2021. Fashion & Lather reported the…
Apr 16, 2022
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Earnings season is finally here!
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January 2022
Buy the dip?
Lots of high-quality names have dropped double digits: Adobe -28% Amazon - 24% Estee Lauder -20% Nike -20% Microsoft -15% Alphabet -13% Microsoft This…
Jan 24, 2022
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Buy the dip?
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Gjensidige "defensive dividend stock"
As my third write-up, I will publish a piece on the insurance company Gjensidige Forsikring, ticker symbol GJF, and listed on Euronext Oslo…
Jan 4, 2022
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Gjensidige "defensive dividend stock"
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December 2021
How to create goals
It's almost a new year and it's time to create some new goals for 2022!!
Dec 29, 2021
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How to create goals
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A summery of 2021
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…
Dec 27, 2021
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A summery of 2021
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Increasing my position in American Tower
The company delivers attractive dividend growth at 18.5% CAGR for the last 5 years, and a dividend yield right below 2%.
Dec 14, 2021
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Increasing my position in American Tower
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High-risk, high reward?
Don't let yourself be attracted to value traps at peak earnings
Dec 12, 2021
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High-risk, high reward?
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Dollar General
I've owned Dollar General previously this year. I built up a position of 15 shares by buying the stock at $207 in April and $206 at the end of May. I…
Dec 11, 2021
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Dollar General
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August 2021
LVMH "The luxury conglomerate"
Acquiring the greatest brands known to man
Aug 26, 2021
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LVMH "The luxury conglomerate"
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Recent earnings reports, Brookfield Asset Management & Constellation Software
BAM $48 billion increase in fee-bearing capital YoY, 85% increase in Funds from operations. CSU delivered a 35% increase in revenues YoY.
Aug 15, 2021
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Recent earnings reports, Brookfield Asset Management & Constellation Software
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KKR, Bookings Holdings, Moody's & shifting towards large-cap stocks.
Sold Elektroimportøren and Kambi. Some new smaller starting positions in KKR, Bookings, and Moody's
Aug 14, 2021
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KKR, Bookings Holdings, Moody's & shifting towards large-cap stocks.
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