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 by Jul 30 2023. Returns YTD are portfolio returns measured against average equity, and returns are portfolio total returns measured against net investment. Performance 10Y is CAGR performance of the shares (including dividends and splits) for the 10y period Jan 2013 - Dec 2022 (for Kid the 7y period Jan 2016-Dec 2022).
| Investment Portfolio | Weight | Held since | Return YTD | Return | Perf. 10Y | |
|---|---|---|---|---|---|---|
| --- Updated Jul 30 2023 | ||||||
| |
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| Cash and Bonds | 2.6% | 5.0% | ||||
| Net Cash | -2.6% | -4.4% | ||||
| Bonds | High Yield | 5.1% | 4.6% | 7.9% | ||
| |
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| Equity Core | 55.5% | 20.2% | 812.6% | |||
| Bakkafrost | Salmon farming | 17.8% | Dec 2012 | -0.4% | 623.3% | 29.4% |
| Apple | Tech Consumer brand | 17.4% | Apr 2015 | 43.8% | 1746.8% | 23.5% |
| Pareto Bank | Project bank | 10.0% | Apr 2014 | 17.7% | 457.3% | 13.9% |
| Sparebanken Vest | Savings bank | 4.7% | Sep 2019 | 18.2% | 177.4% | 21.0% |
| Hermès International | Luxory consumer brand | 3.9% | Feb 2022 | 39.9% | 100.9% | 21.5% |
| Kid Interiør | Interior retail | 1.7% | Sep 2020 | 19.7% | 48.9% | 23.4% |
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| Equity Cyclicals | 6.6% | -0.3% | 18.5% | |||
| Hafnia | Shipping Product | 2.2% | 29.1% | 72.2% | ||
| Norske Skog | Paper | 1.9% | -75.0% | -27.0% | ||
| Stolt Nilsen | Shipping Industrial | 1.4% | -36.8% | -15.5% | ||
| Frontline | Shipping Crude | 1.1% | 58.5% | 117.6% | ||
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| Equity Diversified | 35.3% | 29.1% | 2.9% | |||
| Mutual fonds | 4.1% | 17.2% | 34.3% | |||
| Diversified stocks | 4.6% | 29.2% | 9.3% | |||
| Motley Fool Blast off | 21.7% | Dec 2018 | 29.6% | 13.2% | ||
| Motley Fool 10X | 4.9% | Feb 2021 | 37.8% | -31.3% | ||
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