Tolugt Mod er godt aa hava. Naar du tunge Verk maa gjera Tru du maa, at Retten vinner, Tidt mot Straumen fær du kava, og fær Vantakk heim aa bera, naar han rette Tidi finner; um din Rett er nog so god. tak det tolugt og ver god. men han trenger Verja god, Ymist fær du sjaa og høyra, Fær du vera med i Reidsla og det verder langt aa bida; som er ilt i Syn og Øyra; og fær inkje godt av Veitsla, mang ein Harm du fyrst maa lida. tak det alt med tolugt Mod. tak det alt med tolugt Mod. Berre hav eit tolugt Mod.
Disclosure:
I own many of the companies mentioned on this web page. The writing is my
own, and it expresses my own opinions at the time of writing.
Additional disclosure:
Not investment advice. You must take full responsibility yourself if you
make any decisions based on what you read on this web page.
Investment portfolio
This is my investment portfolio updated in Oct 4th 2024. Return YTD is my portfolio return year-to-date measured against average investment. Return CAGR (for long term holdings) is the total return CAGR over the lifetime of my investment; I compute net cash flows on a yearly basis, and use this cash flow's IRR as an approximation of the CAGR return. (I assume (i) that cash flows during each year take place at year's end, and (ii) that the present holdings are sold at today's marked value). Performance 10Y is CAGR performance of the share (including dividends and splits) for the 10y period Jan 2014 - Dec 2023 (for Pareto Bank the period from Jul 2016, and for Kid the period from Jan 2016).
Investment Portfolio | Weight | Held since | Return YTD | Return CAGR | Perf. 10Y | |
---|---|---|---|---|---|---|
--- Updated Oct 04 2024 | 100% | 18.5% | ||||
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Cash and Bonds | 11.4% | 8.6% | ||||
Net Cash | 0.5% | |||||
Heimdal Høyrente | High Yield Bond Fund | 10.9% | Sep 2022 | 7.1% | 13.7% | |
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Equity Core | 55.9% | 19.9% | 24.2% | |||
Apple | Tech Consumer brand | 15.8% | Apr 2015 | 20.8% | 37.4% | 27.2% |
Bakkafrost | Salmon farming | 15.2% | Dec 2012 | 17.0% | 24.9% | 21.6% |
Pareto Bank | Project bank | 9.0% | Apr 2014 | 29.1% | 17.3% | 15.7% |
Sparebanken Vest | Savings bank | 6.8% | Sep 2019 | 15.1% | 24.5% | 18.3% |
Hermès International | Luxory consumer brand | 3.4% | Feb 2022 | 15.8% | 49.6% | 23.1% |
ASML | Semiconductors | 2.4% | Aug 2020 | 5.8% | 17.2% | 27.2% |
Berkshire Hathaway B | Insurance diversified | 1.3% | May 2022 | 31.2% | 29.4% | 11.7% |
Amazon | E-commerce retail | 1.1% | Jul 2019 | 18.3% | 11.3% | 22.7% |
Kid Interiør | Interior retail | 0.8% | Feb 2018 | 16.9% | 5.7% | 28.1% |
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Equity Cyclicals | 7.3% | 28.3% | ||||
Hafnia | Shipping Product | 2.6% | ||||
Odfjell B | Shipping Industrial | 1.6% | ||||
Stolt Nilsen | Shipping Industrial | 1.0% | ||||
Himalaya Shipping | Shipping Bulk | 0.5% | ||||
Frontline | Shipping Crude | 0.4% | ||||
Vår Energi | Energy EP | 0.6% | ||||
DOF Group | Energy Offshore | 0.4% | ||||
Aker BP | Energy EP | 0.1% | ||||
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Equity Diversified | 25.3% | 17.3% | ||||
Diversified AI portfolio | 3.4% | Apr 2024 | 13.0% | |||
Diversified US portfolio | 17.8% | 17.4% | ||||
Mutual funds | 4.1% | 18.3% |