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 […]
Status portfolio No positions were sold since Easter. There are still the same positions in my portfolio. The holding part of my strategy works fine. While the Technology and the Growth sector was losing market cap in the second quarter, I added to my Satellite positions. I invested, as planned, in the ETF`s , Gaming […]
I followed my strategy through the last 6 months, so I’m fully invested pr today. Remaining cash in the portfolio is below 2% and it is splitted on several accounts. Considering today’s cash level as fully invested. I’m pleased that it was feasible for me to follow the strategy in a difficult environment at the […]
The stock market is still a rollercoaster this year. Every little increase is followed by (big) downturns. That is still annoying, but I got more used to see the red figures when looking at my portfolio – focusing on the long term – buy and hold. My portfolio lost 5.5% year to date. All investments, […]
There are extraordinary times with the conflict between Russia and Ukraine and the high inflation. I will try to sum up some thoughts on portfolio structure in this text, that came up through the last weeks. This thoughts are limited on portfolio structure and do not consider any outcome or impact from the conflict between […]
(Norwegian version) Goal Achieve a portfolio that provides a significant annual return. The return should be a minimum of 5% annually. The strategy is based on a Core-Satellite mindset. This means a large core that is based on defensive and long-term investments. Traditionally, passive ETFs, i.e. on MSCI World and Emerging Markets indices, are used […]
Rebalancing is based on November figures this year. All categories are within their ranges pr November, so there are not many actions required. #buyandhold Cash 17% (range 0 – 30%) Core 66% (range 50 – 95%) Satellite 17% (range 5 – 35%) There will be additional savings in December, that will increase the cash level […]
Sommeren ble vesentlig mindre volatil enn jeg forventet. Ønskemålet var å kjøpe ETF-andeler i Vanguard All-World til en lavere pris enn i slutten av juni, hvor jeg solgte en del av mine sektor-fondene. Ønsket ble ikke innfridd. Her litt mer om mine tanker før ferien 2021/06/21/rebalanseringen-sommeren-2021/ Prisen for den ønskete ETF`en ble aldri vesentlig lavere. […]
I denne rebalanseringen skal jeg fokusere på mine aktive fonds som tilhører kjernekategorien (core). Disse var tenkt som langsiktige investeringer, men jeg ønsker å forenkle denne delen av porteføljen. Fondene skal være grunnmuren i porteføljen min og sørge for stabilitet. Følgende posisjoner tilhører denne kategorien pr mai: Danske Invest Global Sustainable Future BMO Responsible Glb […]