lauantai 29. marraskuuta 2025

Investment Week 48/25

 




# Stock portfolio value

- 874 090 EUR

# Purchases

- 35 RLI

-   4 Assurant

# Received Dividends

- 140 USD American Financial Group

-   24 USD SandRidge Energy

-   23 USD Ethan Allen Interiors

-   17 USD Artisan Partners 

-   15 USD Citigroup

-   12 USD Bank of N.T Butterfield & Son

-     9 USD Magna International

-     8 USD Coterra Energy

-     6 USD Employers

-     3 USD Ameriprise Financial

- 187 CAD Cogeco

-   34 CAD Bank Of Montreal

-   22 CAD Tourmaline Oil Corp

-   18 CAD Olympia Financial Group

-   15 CAD Royal Bank Of Canada

# Dividends this year

- 24203 EUR

- 11678 USD

-   6659 CAD

-   4538 SEK  

# Portfolio debt

-  ~ 11 %




sunnuntai 23. marraskuuta 2025

Investment Week 47/25

 




# Stock portfolio value

- 854 891 EUR

# Purchases

- 125 Sagicor

-     8 Diamond Hill Investment Group

-     4 Investors Title

# Received Dividends

-   22 USD APA

-   14 USD Synchrony Financial

-   13 USD Zions Bank

-   10 USD Diamondback Energy

-     7 USD Plumas Bancorp

-     6 USD MGIC Investment

-   74 CAD Whitecap Resources

-   14 CAD Freehold Royalties

-   10 CAD Pulse Seismic

-     8 CAD Dynacor Group

-     4 CAD Mullen Group

- 235 SEK Betsson

# Dividends this year

- 24203 EUR

- 11421 USD

-   6383 CAD

-   4538 SEK  

# Portfolio debt

-  ~ 11 %



sunnuntai 16. marraskuuta 2025

Investment Week 46/25


 

# Stock portfolio value

- 856 647 EUR

# Sold

- 202 Guess?

# Purchases

- 19 American Financial Group

-   7 Diamond Hill Investment Group

-   4 Investors Title

# Received Dividends

- 155 USD AbbVie

-   59 USD Unum Group

-   19 USD Main Street Capital

-   14 USD Virtus Investment Partners

-   13 USD Citizens Financial Group

-     9 USD Ally Financial

-   72 SEK Investor 

# Dividends this year

- 24203 EUR

- 11349 USD

-   6273 CAD 

-   4303 SEK  

# Portfolio debt

-  ~ 11 %




torstai 13. marraskuuta 2025

October 2025 summary!


 

# Sold

- 200 First National Financial

# Purchases

- 25 Lincoln National

- 25 Bank of N.T Butterfield & Son

- 20 Bank OZK

- 13 Synchrony Financial

- 13 Unum Group

- 12 MetLife

- 10 Booz Allen Hamilton

- 10 EOG Resources

-   8 Diamond Hill Investment

-   6 Virtus Investment Partners

-   5 Intact Financial 

-   2 Ameriprise Financial

# Received Dividends

- 2597 EUR Elisa

-   576 EUR Valmet

-   566 EUR Metso

-   555 EUR Tietoevry

-   428 EUR Hiab

-   124 EUR Stora Enso 

-     58 EUR Kesko

-     57 EUR EQ

-     13 EUR Huhtamäki

-   346 USD Altria Group

-   108 USD Bank OZK

-     84 USD Buckle

-     45 USD Northern Oil And Gas

-     44 USD American Financial Group

-     36 USD Comcast

-     22 USD Blue Owl Capital

-     20 USD EOG Resources

-     19 USD Main Street Capital

-       9 USD Fulton Financial

-       9 USD Omnicom Group

-       8 USD Cincinnati Financial

-       8 USD State Street

-       8 USD Axis Capital

-       7 USD Preferred Bank

-       7 USD Hartford Insurance Group

-       6 USD Nutrien

-       5 USD Steel Dynamics

-       5 USD Graphic Packaging

-       4 USD TFI International

-     80 CAD Goeasy

-     75 CAD PHX Energy Services

-     74 CAD Whitecap Resources

-     47 CAD Canadian Natural Resources

-     41 CAD First National Financial

-     38 CAD National Bank Of Canada

-     36 CAD Power Corp. Of Canada

-     31 CAD AGF Management

-     26 CAD Toronto Dominion Bank

-     20 CAD Canadian Imperial Bank

-     18 CAD Olympia Financial Group

-     17 CAD Total Energy Services

-     16 CAD Headwater Exploration

-     14 CAD E-L Financial Corporation

-     14 CAD Freehold Royalties

-     14 CAD Imperial Oil

-     12 CAD Transcontinental

-     12 CAD Labrador Iron Ore Royalty

-     11 CAD IGM Financial

-       9 CAD Baytex Energy

-       9 CAD Guardian Capital Group

-       8 CAD Dynacor Group

-       7 CAD ARC Resources

-       6 CAD Secure Waste Infrastructure

-       4 CAD CES Energy Solutions

-       4 CAD Mullen Group

# Totals

- 4974 EUR

-   800 USD

-   643 CAD


lauantai 8. marraskuuta 2025

Investment Week 45/25


 

# Stock portfolio value

- 843 454 EUR

# Purchases

- 100 Propel Holdings 

-     8 Diamond Hill Investment Group

# Received Dividends

- 39 EUR Kemira

- 30 EUR UPM-Kymmene

- 17 USD PNC Financial

- 16 USD Riley Exploration

- 11 USD Lincoln National

-   7 USD SM Energy

-   1 USD Dillard's

# Dividends this year

- 24203 EUR

- 11080 USD

-   6273 CAD 

-   4231 SEK  

# Portfolio debt

-  ~ 11 %



sunnuntai 2. marraskuuta 2025

Investment Week 44/25




# Stock portfolio value

- 844 625 EUR

# Sold

- 200 First National Financial

# Purchases

- 8 Diamond Hill Investment

- 6 Virtus Investment Partners

- 5 Intact Financial 

# Received Dividends

- 566 EUR Metso

-   84 USD Buckle

-   45 USD Northern Oil And Gas

-   20 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

-   12 CAD Labrador Iron Ore Royalty

-   11 CAD IGM Financial

# Dividends this year

- 24134 EUR

- 11028 USD

-   6273 CAD 

-   4231 SEK  

# Portfolio debt

-  ~ 11 %




Investment Week 50/25

  # Stock portfolio value - 877 505 EUR # Sold - 38 Diamond Hill Investment Group # Purchases - 200 Trican Well Service -   25 Old Republic ...