“Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation”

Today, I sold some of my Kopparberg shares which I bought during the December crash and reallocated to Sampo Group.

The call was pretty easy – as you can see, I intend to have a higher weighting in Sampo than Kopparbergs, so that’s why I sold.

Sampo is currently trading at an attractive valuation with a yield close to 7.10%. There’s a general bear market for Nordic financial stocks right now, so finding the assets with the best risk/reward is key.

Sampo Group Summary

Revenue up, dividends up, book value up. Exactly what I want to see from a financial firm operating within the insurance segment.

Source: https://borsdata.se/en/sampo/analysis

Portfolio Goal

This is how my “dream” portfolio should look like.




Stockles · May 8, 2019 at 9:40 am

Do note, I am not 100% sure about the position in VNQ.

Stockles · May 8, 2019 at 9:43 am

I’ll try to do this more often. Less long and high quality posts meant for education, but rather more use Stockles as my investment diary. That was the intension of this blog, not investment education. It’s better if you actually learn that from a professional

ogellers · May 8, 2019 at 11:31 am

Will take a closer look at Sampo. I know there are several dividend investors buying them so perhaps there is is some value for me as well. I have very little in the financial sector. They pay once a year? How are finnish withholding tax?

Sunillo | Pearltrees · June 26, 2019 at 7:55 am

[…] Yield vs. 10-Year Average. Rebalancing: Sold some Kopparbergs and added more to Sampo Group – Stockles Blog. “Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing […]

Leave a Reply

Your email address will not be published.