September 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time on the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Here’s my current portfolio. All data on Nordic companies are gathered from Borsdata.se. I highly recommend them.  Summary The following watchlist contains my comments about the value Read more…

January 2018 Watchlist

Stocks are currently trading at high premiums and it’s hard to find companies where there is a reasonable margin of safety. When looking at the Cyclical Adjusted Price to Earning (CAPE) ratio, the likely future returns from equities over the timescales of 10 to 20 years is low. Only energy seems like a reasonable investment, and maybe telecom. Both have been lagging the S&P 500 for a while, but so what? Does that mean it’s time to invest? (more…)

How I’m Building a Portfolio from Scratch

This blog post is about how I’m building a dividend growth portfolio from scratch. Last year I found out that my grandmother, who is now more than 90 years, has been quite the investor.  She bought a Norwegian active fund (DNB Norge) following the Norwegian market decades ago,  and never sold off a bit. The total return in the investment was more than 400% during two to three decades. First I thought, Holy shit! That’s awesome! (more…)

Recent Purchases: Beer, Food, Clothes and Real Estate

 

Yesterday was one of the sunniest days here in Bergen, Norway. I had an offer to go on a date with a beautiful girl this Saturday, but as any sane and reasonable 24-year-old in his best years, I followed my inner instinct. I politely declined and chose to watch two old men almost close to 100 talking about finance, stocks, EBITDA and the future…..(cough). Yeeeeaah, let’s talk about my actions instead.
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