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.
Investing
After thinking about it for a while, I have decided to write about investing topics that interest me here at www.dr-eriksen.no/investing. Even though I am a professor of mathematics at BI Norwegian Business School, I am not writing here in that capacity. If you are looking for mathematics, you should go to www.dr-eriksen.no. You will not find much about academic finance here either. Instead, I plan to write about my investing style and some of the companies I own or that I am interested in.
Investing style
I prefer to invest in common stocks of excellent companies, and I use two different investment styles:
- A concentrated portfolio of companies I know well and follow relatively closedly
- A diversified portfolio of high growth companies with potential to be great, but with a more uncertain future
Investments returns
The following table shows my investment returns for the last couple of years. It is updated on 16/01/2023:
| Concentrated Portfolio | Diversified Portfolio | Total Portfolio | ||||
| Return | Weight | Return | Weight | Return | Weight | |
| 2023 | 1.6% | 67.3% | 9.1% | 32.7% | 4.3% | 100.0% |
| 2022 | -4.5% | 69.2% | -56.1% | 30.8% | -24.4% | 100.0% |
| 2021 | 20.5% | 58.6% | -6.0% | 41.4% | 10.0% | 100.0% |
| 2020 | 11.6% | 63.0% | 69.0% | 37.0% | 27.5% | 100.0% |
| 2019 | 31.1% | 84.6% | 10.3% | 15.4% | 30.0% | 100.0% |
| 2018 | 0.3% | 92.6% | -19.5% | 7.4% | -1.4% | 100.0% |
| 2017 | 11.7% | 95.6% | 10.0% | 4.4% | 11.4% | 100.0% |
| You may follow me on twitter as @eivinderiksen and leave any comments you may have there. |