lauantai 24. tammikuuta 2026

Investment Week 4/26

 


# Stock portfolio value

- 906 398 EUR

# Purchases

- 60 E-L Financial Corporation

- 20 CNA Financial

# Received Dividends

-   56 EUR Kesko 

- 110 USD Bank OZK

-     8 USD Preferred Bank

-   12 CAD Transcontinental

-     8 CAD Dynacor Group 

# Dividends this year

-     64 EUR

- 3184 USD

-   461 CAD  

# Portfolio debt

-  ~ 12 %



lauantai 17. tammikuuta 2026

Investment Week 3/26

 




# Stock portfolio value

- 920 435 EUR

# Purchases

- 40 Buckle

-   6 Canadian Tire Corp

# Received Dividends

-       8 EUR ING Grouep

- 2362 USD Old Republic International

-    22 USD Blue Owl Capital

-    19 USD Main Street Capital

 -   10 USD Fulton Financial

-      8 USD Axis Capital

-      8 USD State Street

-      8 USD Cincinnati Financial

-    75 CAD PHX Energy Services

-    74 CAD Whitecap Resources

-    31 CAD AGF Management

-    19 CAD E-L Financial Corporation

-    17 CAD Total Energy Services

-    16 CAD Headwater Exploration

-    14 CAD Freehold Royalties

-      9 CAD Guardian Capital Group

-      8 CAD ARC Resources

-      8 CAD Nutrien

-      6 CAD Secure Waste Infrastructure

-      6 CAD TFI International 

-      4 CAD CES Energy Solutions

-      4 CAD Mullen Group

# Dividends this year

-       8 EUR

- 3066 USD 

-   441 CAD  

# Portfolio debt

-  ~ 11 %




perjantai 16. tammikuuta 2026

December 2025 Summary!

 



# Sold

- 38 Diamond Hill Investment Group 

# Purchases

- 200 Trican Well Service

- 150 Old Republic International

- 130 E-L Financial Corporation

- 100 Terveystalo

-   20 Buckle

-   15 Definity Financial 

-     6 Hanover Insurance Group

# Received Dividends

- 230 USD Old Republic International

- 209 USD Diamond Hill Investment

- 146 USD Investors Title

-   88 USD Jackson Financial

-   84 USD Amerisafe

-   82 USD Prudential Financial

-   80 USD Haverty Furniture Companies

-   75 USD RLI

-   69 USD CNA Financial

-   68 USD LyondellBasell Industries

-   57 USD Principal Financial Group

-   52 USD Corebridge Financial

-   48 USD Ares Capital

-   39 USD Gilead Sciences

-   27 USD Equitable Holdings

-   25 USD Capital One Financial

-   25 USD Radian Group

-   23 USD Civitas Resources

-   22 USD Main Street Capital

-   21 USD W.R. Berkley

-   21 USD Permian Resources

-   19 USD T. Rowe Price Group

-   19 USD Main Street Capital

-   18 USD Truist Financial

-   16 USD Murphy Oil

-   15 USD M&T Bank

-   14 USD Phillips 66

-   14 USD MetLife

-   14 USD Tapestry

-   12 USD Expand Energy

-   12 USD Viatris

-   11 USD Valero Energy

-   10 USD California Resources

-     9 USD Primerica

-     9 USD Kemper

-     9 USD Matador Resources

-     9 USD Chord Energy

-     9 USD Bank Of America

-     9 USD American International Group

-     8 USD Victory Capital

-     8 USD Assured Guaranty

-     8 USD First Bancorp

-     7 USD Johnson & Johnson

-     7 USD Boise Cascade

-     7 USD Voya Financial

-     6 USD Devon Energy

-     6 USD Brunswick

-     6 USD Essent Group

-     6 USD Marathon Petroleum

-     6 USD Enact

-     6 USD Everest Re Group

-     6 USD Aflac

-     6 USD CNO Financial Group

-     5 USD Hanover Insurance Group

-     5 USD Harley-Davidson

-     5 USD Booz Allen Hamilton

-     5 USD Elevance Health

-     4 USD Atkore

-     4 USD Ovintiv

-     3 USD Assurant

-     3 USD PACCAR

-     1 USD RenaissanceRe

- 165 CAD Manulife Financial

- 151 CAD Enbridge

- 102 CAD Parex Resources

-   74 CAD Whitecap Resources

-   45 CAD Tourmaline Oil

-   42 CAD Pembina Pipeline 

-   39 CAD Suncor Energy

-   37 CAD Hemisphere Energy

-   32 CAD Russel Metals

-   24 CAD Great-West Lifeco

-   23 CAD Sun Life Financial

-   22 CAD Trican Well Service 

-   21 CAD Propel Holdings

-   20 CAD Cenovus Energy

-   18 CAD Olympia Financial Group

-   14 CAD Freehold Royalties

-   14 CAD High Liner Foods

-   14 CAD iA Financial Corp

-   13 CAD Algoma Central

-   12 CAD Strathcona Resources

-   11 CAD Sagicor

-   11 CAD EQB 

-   11 CAD Pason Systems

-     9 CAD Gildan Activewear

-     9 CAD Finning International

-     8 CAD Dynacor Group

-     6 CAD Intact Financial

-     4 CAD Mullen Group

-     4 CAD Linamar

-     2 CAD Definity Financial

# Totals

- 1847 USD

-   957 CAD





sunnuntai 11. tammikuuta 2026

Investment Week 2/26

 


# Stock portfolio value

- 909 746 EUR

# Purchases

- 40 Buckle

# Received Dividends

- 346 USD Altria Group

- 150 USD Dillard's

-   68 USD Progressive

-   15 USD PACCAR

-   14 USD Best Buy

-   10 USD Omnicom Group

-     9 USD Hartford Insurance Group

-     7 USD SM Energy

-     5 USD Steel Dynamics

-     5 USD Graphic Packaging

-   80 CAD Goeasy 

-   47 CAD Canadian Natural Resources

# Dividends this year

- 629 USD 

- 150 CAD  

# Portfolio debt

-  ~ 11 %


lauantai 3. tammikuuta 2026

Investment Week 1/26


 


# Stock portfolio value

- 900 680 EUR

# Purchases

- 25 Old Republic International

-   5 Progressive

# Received Dividends

- 52 USD Corebridge Financial

- 48 USD Ares Capital

- 39 USD Gilead Sciences

- 23 USD Civitas Resources

- 22 USD Main Street Capital

- 21 USD W.R. Berkley

- 21 USD Permian Resources

- 19 USD T. Rowe Price Group

- 15 USD M&T Bank

-   9 USD American International Group

-   7 USD Voya Financial

-   6 USD Devon Energy

-   4 USD Ovintiv

-   3 USD Assurant

-   1 USD RenaissanceRe

- 45 CAD Tourmaline Oil

- 42 CAD Pembina Pipeline

- 37 CAD Hemisphere Energy

- 24 CAD Great-West Lifeco

- 23 CAD Sun Life Financial

- 22 CAD Trican Well Service 

- 20 CAD Cenovus Energy

- 18 CAD Olympia Financial Group

- 14 CAD Imperial Oil

- 11 CAD EQB 

- 11 CAD Pason Systems

-   9 CAD Baytex Energy

-   6 CAD Intact Financial

# Dividends this year

- 23 CAD

# Dividends year 2025

- 24203 EUR

- 13525 USD

-   7616 CAD 

-   4538 SEK  

# Portfolio debt

-  ~ 11 %


torstai 1. tammikuuta 2026

2025 Summary And 2026 Goals!

 



Dividends 2024:

- 21573 EUR

- 10361 USD 

-   4803 CAD

-       60 SEK

Dividend Goals for 2025:

- 23000 EUR

- 12500 USD

-   6500 CAD

Dividends 2025:

- 24203 EUR

- 13525 USD

-   7616 CAD

-   4538 SEK 

Dividend Goals for 2026:

- 25500 EUR

- 15000 USD

-   9500 CAD



Investment Week 7/26

  # Stock portfolio value - 933 010 EUR # Sold - 50 Graphic Packaging - 30 Harley-Davidson # Purchases - 60 E-L Financial Corporation - 45 A...