sunnuntai 31. elokuuta 2025

Investment Week 35/25

 


# Stock portfolio value

- 826 645 EUR

# Purchases

- 500 Hemisphere Energy

-   45 First Bancorp

-   13 Omnicom Group

# Received Dividends

- 38 USD Ethan Allen Interiors

- 14 USD Artisan Partners Asset Management

-   9 USD Magna International

-   8 USD Coterra Energy

-   6 USD Employers

-   4 USD Atkore

- 34 CAD Bank Of Montreal

- 18 CAD Olympia Financial Group

# Dividends this year

- 18556 EUR

-   8849 USD 

-   4697 CAD

-   4231 SEK  

# Portfolio debt

-  ~ 13 %


sunnuntai 24. elokuuta 2025

Investment Week 34/25

 


# Stock portfolio value

- 831 118 EUR

# Purchases

- 150 PHX Energy Services

- 100 SandRidge Energy

-   25 Russel Metals

-     4 Primerica

# Received Dividends

-   22 USD APA

-   15 USD Citigroup

-   13 USD Zions Bank

-   10 USD Diamondback Energy

-     6 USD MGIC Investment

- 130 CAD Pulse Seismic

-   24 CAD Tourmaline Oil

-   15 CAD Royal Bank Of Canada

-     6 CAD Dynacor Group

# Dividends this year

- 18556 EUR

-   8770 USD 

-   4645 CAD 

-   4231 SEK  

# Portfolio debt

-  ~ 14 %



torstai 21. elokuuta 2025

July 2025 Summary!

 



# Purchases

- 500 Hemisphere Energy

- 600 Pulse Seismic

- 100 Tietoevry

-   65 Betsson

-   55 APA

-   50 ING Group

-   35 SM Energy

-   30 Plumas Bancorp

-   25 Guardian Capital Group

-   20 Bank OZK

# Received Dividends

-   56 EUR Kesko

- 333 USD Altria Group

-   96 USD Bank OZK

-   84 USD Buckle

-   60 USD Guess

-   40 USD American Financial Group

-   27 USD Northern Oil And Gas

-   26 USD Comcast

-   22 USD Blue Owl Capital

-   19 USD Main Street Capital

-   14 USD Best Buy

-     9 USD Fulton Financial

-     9 USD EOG Resources

-     8 USD Cincinnati Financial

-     7 USD State Street

-     7 USD Hartford Insurance Group

-     5 USD Graphic Packaging

-     5 USD Steel Dynamics

-     4 USD TFI International

-     4 USD Axis Capital

-     1 USD Eagle Materials

-   80 CAD Goeasy

-   74 CAD Whitecap Resources

-   47 CAD Canadian Natural Resources

-   41 CAD First National Financial

-   31 CAD AGF Management

-   26 CAD Toronto Dominion Bank

-   20 CAD PHX Energy Services

-   20 CAD Canadian Imperial Bank

-   18 CAD Olympia Financial Group

-   16 CAD Headwater Exploration

-   14 CAD Freehold Royalties

-   14 CAD Imperial Oil

-   12 CAD E-L Financial Corporation

-   12 CAD Transcontinental

-   10 CAD Total Energy Services

-     9 CAD Guardian Capital Group

-     9 CAD Baytex Energy

-     9 CAD Labrador Iron Ore

-     6 CAD Secure Waste Infrastructure

-     6 CAD Dynacor Group

-     6 CAD Nutrien

-     4 CAD Mullen Group

# Totals

-   56 EUR

- 780 USD

- 484 CAD



sunnuntai 17. elokuuta 2025

Investment Week 33/25

 



# Stock portfolio value

- 815 352 EUR

# Purchases

- 100 SandRidge Energy

-   12 Assured Guaranty

# Received Dividends

-   17 EUR ING

- 155 USD AbbVie

-   53 USD Unum Group

-   27 USD Equitable Holdings

-   19 USD Main Street Capital

-   12 USD Citizens Financial Group

-   10 USD Synchrony Financial

-     9 USD Ally Financial

-     7 USD Plumas Bancorp

- 175 CAD Cogeco

-   74 CAD Whitecap Resources

-   41 CAD First National Financial

-   30 CAD Hemisphere Energy

-   14 CAD Freehold Royalties

-     4 CAD Mullen Group

# Dividends this year

- 18556 EUR

-   8704 USD 

-   4470 CAD 

-   4231 SEK  

# Portfolio debt

-  ~ 14 %



sunnuntai 10. elokuuta 2025

Investment Week 32/25


 

# Stock portfolio value

- 805 729 EUR

# Purchases

- 70 Tourmaline Oil Corp

- 67 Tietoevry

- 15 Kemper

# Received Dividends

- 17 USD PNC Financial

- 15 USD Riley Exploration

-   7 USD SM Energy

-   1 USD Dillard's

# Dividends this year

- 18539 EUR

-   8412 USD 

-   4132 CAD

-   4231 SEK  

# Portfolio debt

-  ~ 14 %


sunnuntai 3. elokuuta 2025

Investment Week 31/25

 



# Stock portfolio value

- 788 450 EUR

# Purchases

- 300 Pulse Seismic

-   50 ING Group

-   30 Plumas Bancorp

# Received Dividends

- 84 USD Buckle

- 27 USD Northern Oil And Gas

-   9 USD EOG Resources

- 38 CAD National Bank Of Canada

- 36 CAD Power Corp. Of Canada

- 26 CAD Toronto Dominion Bank

- 20 CAD Canadian Imperial Bank

- 18 CAD Olympia Financial Group

-   9 CAD Labrador Iron Ore

# Dividends this year

- 18539 EUR

-   8372 USD 

-   4132 CAD

-   4231 SEK  

# Portfolio debt

-  ~ 14 %


Investment Week 40/25

  # Stock portfolio value - 843 554 EUR # Purchases - 30 Comcast - 10 Preferred Bank - 10 Axis Capital # Received Dividends - 555 EUR Tietoe...