lauantai 27. joulukuuta 2025

Investment Week 52/25


 


# Stock portfolio value

- 892 064 EUR

# Purchases

- 50 Old Republic International

# Received Dividends

- 14 USD Tapestry

-   9 USD Bank Of America

-   8 USD Victory Capital

-   6 USD CNO Financial Group

-   5 USD Hanover Insurance Group

-   5 USD Harley-Davidson

- 39 CAD Suncor Energy

-   2 CAD Definity Financial

# Dividends this year

- 24203 EUR

- 13235 USD

-   7357 CAD

-   4538 SEK  

# Portfolio debt

-  ~ 11 %


lauantai 20. joulukuuta 2025

Investment Week 51/25

 


# Stock portfolio value

- 885 737 EUR

# Purchases

- 130 E-L Financial Corporation

-   50 Old Republic International

# Received Dividends

- 230 USD Old Republic International

- 146 USD Investors Title

-   88 USD Jackson Financial

-   75 USD RLI

-   57 USD Principal Financial Group

-   19 USD Main Street Capital

-   12 USD Viatris

-   11 USD Valero Energy

-   10 USD California Resources

-     9 USD Primerica

-     7 USD Boise Cascade

-     6 USD Brunswick

-     5 USD Elevance Health

-     4 USD Atkore

- 165 CAD Manulife Financial

- 102 CAD Parex Resources

-   74 CAD Whitecap Resources 

-   32 CAD Russel Metals

-   14 CAD Freehold Royalties

-   14 CAD High Liner Foods

-   14 CAD iA Financial Corp

-   12 CAD Strathcona Resources

-   11 CAD Sagicor

-     9 CAD Gildan Activewear

-     8 CAD Dynacor Group

-     4 CAD Mullen Group

# Dividends this year

- 24203 EUR

- 13188 USD

-   7316 CAD  

-   4538 SEK  

# Portfolio debt

-  ~ 11 %



perjantai 19. joulukuuta 2025

November 2025 Summary!

 



# Sold

- 202 Guess

# Purchases

- 125 Sagicor

- 100 Propel Holdings

-   35 RLI

-   23 Diamond Hill Investment Group

-   19 American Financial Group 

-     8 Investors Title

-     4 Assurant

# Received Dividends

-   39 EUR Kemira

-   30 EUR UPM-Kymmene

- 155 USD AbbVie

- 140 USD American Financial Group

-   59 USD Unum Group

-   24 USD SandRidge Energy

-   23 USD Ethan Allen Interiors

-   22 USD APA

-   19 USD Main Street Capital

-   17 USD PNC Financial

-   17 USD Artisan Partners 

-   16 USD Riley Exploration

-   15 USD Citigroup

-   14 USD Virtus Investment Partners

-   14 USD Synchrony Financial

-   13 USD Zions Bank

-   13 USD Citizens Financial Group

-   12 USD Bank of N.T Butterfield & Son

-   11 USD Lincoln National

-   10 USD Diamondback Energy

-     9 USD Ally Financial

-     9 USD Magna International

-     8 USD Coterra Energy

-     7 USD SM Energy

-     7 USD Plumas Bancorp

-     6 USD MGIC Investment

-     6 USD Employers

-     3 USD Ameriprise Financial

-     1 USD Dillard's

- 187 CAD Cogeco

-   74 CAD Whitecap Resources

-   34 CAD Bank Of Montreal

-   22 CAD Tourmaline Oil Corp

-   18 CAD Olympia Financial Group

-   15 CAD Royal Bank Of Canada

-   14 CAD Freehold Royalties

-   10 CAD Pulse Seismic

-     8 CAD Dynacor Group

-     4 CAD Mullen Group

- 235 SEK Betsson

-   72 SEK Investor 

# Totals

-   69 EUR

- 650 USD

- 386 CAD

- 307 SEK



lauantai 13. joulukuuta 2025

Investment Week 50/25

 


# Stock portfolio value

- 877 505 EUR

# Sold

- 38 Diamond Hill Investment Group

# Purchases

- 200 Trican Well Service

-   25 Old Republic International

-   20 Buckle

-     6 Hanover Insurance Group

# Received Dividends

- 84 USD Amerisafe

- 82 USD Prudential Financial

- 80 USD Haverty Furniture Companies

- 68 USD LyondellBasell Industries

- 25 USD Radian Group

- 14 USD MetLife

-   8 USD First Bancorp

-   7 USD Johnson & Johnson

-   6 USD Essent Group

-   6 USD Marathon Petroleum

-   6 USD Enact

-   6 USD Everest Re Group

-   9 CAD Finning International

# Dividends this year

- 24203 EUR

- 12509 USD

-   6857 CAD  

-   4538 SEK  

# Portfolio debt

-  ~ 11 %



sunnuntai 7. joulukuuta 2025

Investment Week 49/25


 # Stock portfolio value

- 877 358 EUR

# Purchases

- 100 Terveystalo

-   15 Definity Financial 

# Received Dividends

- 209 USD Diamond Hill Investment

-   69 USD CNA Financial

-   27 USD Equitable Holdings

-   25 USD Capital One Financial

-   18 USD Truist Financial

-   16 USD Murphy Oil

-   14 USD Phillips 66

-   12 USD Expand Energy

-     9 USD Kemper

-     9 USD Matador Resources

-     9 USD Chord Energy

-     8 USD Assured Guaranty

-     6 USD Aflac

-     5 USD Booz Allen Hamilton

-     3 USD PACCAR

- 151 CAD Enbridge

-   21 CAD Propel Holdings

-   13 CAD Algoma Central

-     4 CAD Linamar

# Dividends this year

- 24203 EUR

- 12117 USD

-   6848 CAD

-   4538 SEK  

# Portfolio debt

-  ~ 11 %



Investment Week 5/26

  # Stock portfolio value - 906 089 EUR # Purchases - 60 E-L Financial Corporation - 20 CNA Financial # Received Dividends - 1145 USD Buckle...