As we close the third quarter, both the most important stock market indices and my portfolio have reached all-time highs. These returns also reflect some positive currency effects, notably due to the weakening of the NOK against USD and EUR. — Notably, the high-risk equities in my portfolio, including the iShares MSCI World Momentum ETF […]
2024 has proven to be a promising year for my Wikifolio, showcasing a year-to-date performance of 12.3%. This encouraging trajectory aligns harmoniously with the broader market trends, as evidenced by the 11.2% gain in the MSCI World Core ETF over the same period. Learn more about Wikifolio — Looking back over the past 12 months, […]
Summary The year kicked off with a strong recovery from a challenging December in 2022, bringing a solid 7.5% return for my portfolio in January. Recognizing the volatility from the previous year, I opted to enhance diversification. — Market positivity prevailed until June, with a more stable summer, and continued growth in the latter part […]
Defining the Goal Build an investment portfolio that outpaces inflation, securing annual returns higher than 5%. Key Performance Indicators (KPIs) To stay on track, I’ve set three KPIs as my guiding stars: Meeting these targets ensures I’m not just treading water but actively steering my financial ship towards success. Investment Categories I’ve embraced the Core-Satellite […]
Over the past six months, the performance of the Wikifolio has shown a relatively stable trend. The price has remained within a range of 70 to 75 EUR. The year-to-date performance stands at 15.4%, slightly outperforming a Core MSCI World ETF which posted a 12.9% return. — Following my predefined rebalancing strategy, I made the […]
I’m pleased to share that my portfolio has shown strong growth this year, with a remarkable 15.5% increase year-to-date. During the initial six months, I enjoyed consistent positive developments that fueled this growth. However, it’s worth noting that July brought about a minor setback, primarily due to the currency dynamics between NOK and USD. This […]
Last week in March was very positive for my portfolios, positive returns in every month this year (so far). Wikifolio Global Stock Picking Tobinvest The Wikifolio is up 16.7% YTD and had a nice rebound after 2022. The price is 71€ now, up from 61€ last quarter. Long-term development of the Wikifolio-certificate is still weak, […]
I’m invested in Cloudflare through my Wifolio-certificate. Pr December 2022 Cloudflare had a share of 2.8% of the Wikifolio. Pr today I lost 46,3% with this position. This is no investment advice. Cloudflare is a global network designed to make everything you connect to the Internet secure, private, fast, and reliable. (cloudflare.com) – – Cloudflare […]
The 4th quarter finished with a weak month, just in December the Wikifolio was 7.8% down. During 2022 the Wikifolio lost 41.6%. Starting with a price over 100 €, the price is 61 € now. – Volatility in the Wikifolio followed Big Tech and Tech Growth investments in 2022, not the best place to be […]
Summary 2022 The value of the Tobinvest-portfolio decreased 3.7% in 2022. While returns were lower than expected, the savings exceeded the expectations this year. Without deposits from savings, the portfolio returns were -13,6%. Overall, a poor development in a weak period for financial markets. Inflation was extremely high this year, year-to-year inflation for November was […]