


Portfolio
I’ve sold Creades and Axfood in my Swedish portfolio. I added to AQ Group and Investor.
I’ve sold Fortum, Nokian Tires, Valmet and Cargotec in my Foreign portfolio. I’ve stopped out of CVR Energy. I bought Momo and CoreSite Realty.
My trading has been a overall loss. I’ve stopped out of several trades. I’m going to trade less and with smaller position sizes next month.
Best Interesting links this month:
Could the huge rally since March 23 be just a bear market rally? And how would we know? Let’s take a look at history—and some charts
https://threadreaderapp.com/thread/1275116447237357569.html
Lessons learned:
- ?
Plan for July
- Preserve cash
- Buy more Bitcoins, Ether and (LItecoin) within 1-2 weeks.
- Put in more cash in case there is a crash and buying opportunity
- Prepare for a crash and find more growth stocks to buy
Reading list
- I’m still reading Extraordinary Popular Delusions and the Madness of Crowds
Available for free at https://www.gutenberg.org/
Good luck and trade safe!