Reallocated my pension fund

Based on my previous post and the current market I reallocated one of my pension fund. For previous allocation and plan read Pension plan – how will I invest? .

35% Nordea International Fund – Obligationsinvest (mostly longterm Swedish bonds)
30% Nordea Obligationsfond korta placeringar II (mostly short term Swedish bonds)
20% Nordea 1-Alpha 10 MA Fund HB (I think it’s link)
10% Nordea Global Dividend Fund
5% Nordea International Fund – Asian Fund

New distribution:
35% Nordea International Fund – Obligationsinvest (mostly longterm Swedish bonds)
30% Nordea Obligationsfond korta placeringar II (mostly short term Swedish bonds)
20% Nordea 1-Alpha 10 MA Fund HB (I think it’s link)
5% Nordea Global Dividend Fund
10% Nordea International Fund – Asian Fund

Nordea International Fund – Asian Fund

Holdings in Swedish though. Lower left shows top 10 holdings.

I added 5 percent to the Asian fund. The yearly fee is 0,6% which is good. This is with a discount through the pension fund system. I do like Alibaba, Tencent, Taiwan and Samsung. I will consider adding another 5-10 percent to the Asian Fund soon.

Lots of sectors breaking out including the tech sector and today some Chinese stocks. My change will take effect in a couple of days. I will probably look to sell the remaining Nordea Global Dividend Fund within weeks-months. If there is a parabola developing I will let it run on the longer time frame.

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