Portfolio

Portfolio

This page is updated at the end of each month.

Due to tax reasons I have 3 portfolios. One for Swedish stocks and one for Foreign stocks. One for trading (Days to weeks hold time). The first two are for long term holds. I’m able to transfer funds between them. My crypto currencies are allocated to the Foreign stocks portfolio at the moment.

Please note that my trading portfolio don’t have many rules and that I try a lot of trades (worse?) to let out some creative energy so that I avoid unplanned trades in my other portfolios.

For my current strategy, plan and targets please visit link.

My portfolio can also be viewed at iZen | Shareville . All trades can be followed in real time for free for readers living in Nordic Countries.

My goal is to reach 1 000 000 USD in 2045. I reached 10 percent of my goal early 2021 – a few years earlier than planned.

10%

Swedish stocks Portfolio

Name ticker (ticker)Return (%)Share (%)Latest priceAverage Acquisition PriceDividend (%) (not updated)
MINI L SSABA NORDNET 40+19,84%29,220,38 SEK17,01 SEK
MINI L SWEDENCARE NORDNET 01+3,32%60,357,78 SEK55,92 SEK
Cash10,5

Total: 4 236 USD (+1% compared to last months report)

Foreign stocks Portfolio

Name ticker (ticker)Return (%)Share (%)Latest priceAverage Acquisition PriceDividend (%) (not updated)
Allegro MicroSystems, Inc.+0,4711,836,18 USD35,80 USD
BITCOIN XBT+62,548,12 045,00 SEK1 258,16 SEK0
Enovix Corporation-2,71<527,28 USD28,01 USD
ETHEREUM XBT+40612,1329,60 SEK65,17 SEK
Freeport-McMoRan, Inc.+1,626,841,73 USD 40,62 USD
MFL DCR1 VT2-9,5311,3166,34 SEK179,33 SEK
MINI L ZAPTEC NORDNET N08+20,21<529,24 NOK24,58 NOK
Natural Health Trends-1,51<56,77 USD6,81 USD
Valour Polkadot (DOT) SEK-8,4913,824,84 SEK27,15 SEK
Valour Solana (SOL) SEK-13,208,915,69 SEK18,08 SEK
Cash14,9

Total: 97 630 USD (-26% compared to last months report)

Trading Portfolio

Name (ticker)Return (%)Share (%)Latest priceAverage Acquisition Price
Ocugen, Inc.-5,80%52,74,55 USD4,59 USD
Cash47,3

Total: 5 601 USD (-21% compared to last months report).

Total value of portfolios: 107 467 USD (-25% compared to last months report, Year-to-date +97% – not sure why Shareville now says a higher number. Maybe because its in Swedish krona).

Updated 2021-12-31 (After North American markets closed)