Investment Week 9/26

# Stock portfolio value

- 950 113 EUR

# Purchases

- 60 E-L Financial Corporation

- 60 Nordea Bank

- 33 Hamilton Insurance Group

# Received Dividends

- 142 USD Artisan Partners 

- 117 USD American Financial Group

-   23 USD Ethan Allen Interiors

-   22 USD APA

-   15 USD Citigroup

-     4 USD Atkore

-     3 USD Ameriprise Financial

- 156 CAD Enbridge

-   37 CAD Hemisphere Energy 

-   35 CAD Bank Of Montreal 

-   18 CAD Olympia Financial Group

-   16 CAD Royal Bank Of Canada

-   10 CAD Canadian Tire 

# Dividends this year

-     64 EUR

- 5175 USD 

- 1184 CAD  

# Portfolio debt

-  ~ 12 %

January 2026 Summary!

 

# Purchases

- 110 E-L Financial Corporation

-   80 Buckle

-   40 CNA Financial

-     6 Canadian Tire Corp

# Received Dividends

-     56 EUR Kesko

-       8 EUR ING GROEP

- 2362 USD Old Republic International

- 1145 USD Buckle

-   346 USD Altria Group

-   150 USD Dillard's

-   110 USD Bank OZK

-     68 USD Progressive

-     61 USD American Financial Group 

-     45 USD Northern Oil And Gas

-     22 USD Blue Owl Capital

-     20 USD EOG Resources

-     19 USD Main Street Capital

-     15 USD PACCAR

-     14 USD Best Buy

-     10 USD Omnicom Group

-     10 USD Fulton Financial

-       9 USD Hartford Insurance Group

-       8 USD Axis Capital

-       8 USD State Street

-       8 USD Cincinnati Financial

-       8 USD Preferred Bank

-       7 USD SM Energy

-       5 USD Steel Dynamics

-       5 USD Graphic Packaging

-     80 CAD Goeasy 

-     75 CAD PHX Energy Services

-     74 CAD Whitecap Resources

-     47 CAD Canadian Natural Resources

-     40 CAD National Bank Of Canada

-     36 CAD Power Corp. Of Canada

-     31 CAD AGF Management

-     27 CAD Toronto Dominion Bank

-     22 CAD Canadian Imperial Bank

-     19 CAD E-L Financial Corporation

-     18 CAD Olympia Financial Group

-     17 CAD Total Energy Services

-     16 CAD Headwater Exploration

-     14 CAD Freehold Royalties

-     14 CAD Imperial Oil

-     12 CAD Transcontinental

-     11 CAD IGM Financial

-     10 CAD Labrador Iron Ore Royalty

-       9 CAD Baytex Energy

-       9 CAD Guardian Capital Group

-       8 CAD ARC Resources

-       8 CAD Dynacor Group 

-       8 CAD Nutrien

-       6 CAD Secure Waste Infrastructure

-       6 CAD TFI International 

-       4 CAD CES Energy Solutions

-       4 CAD Mullen Group

# Totals

-     64 EUR

- 4455 USD

-   625 CAD

Investment Week 8/26

 

# Stock portfolio value

- 950 105 EUR

# Purchases

- 120 E-L Financial Corporation

-   40 CNA Financial

# Received Dividends

- 164 USD AbbVie

-   59 USD Unum Group

-   14 USD Synchrony Financial

-   13 USD Zions Bank

-   13 USD Citizens Financial Group

-     9 USD Ally Financial

-     8 USD Plumas Bancorp

-   74 CAD Whitecap Resources

-   14 CAD Freehold Royalties

-     8 CAD Dynacor Group

-     4 CAD Mullen Group

# Dividends this year

-     64 EUR

- 4849 USD 

-   912 CAD  

# Portfolio debt

-  ~ 13 %

Investment Week 7/26

 

# Stock portfolio value

- 933 010 EUR

# Sold

- 50 Graphic Packaging

- 30 Harley-Davidson

# Purchases

- 60 E-L Financial Corporation

- 45 Artisan Partners Asset Management

-   8 American Financial Group

# Received Dividends

-   19 USD Main Street Capital

-   14 USD Virtus Investment Partners

- 187 CAD Cogeco

# Dividends this year

-     64 EUR

- 4569 USD 

-   812 CAD  

# Portfolio debt

-  ~ 12 %

Investment Week 6/26

 # Stock portfolio value

- 936 306 EUR

# Sold

- 260 Neste

- 125 Metsä Board

# Purchases

- 350 Nordea Bank Abp

-   60 E-L Financial Corporation

-   25 Artisan Partners Asset Management

# Received Dividends

- 36 USD Comcast

- 17 USD PNC Financial

- 16 USD Riley Exploration  

- 11 USD Lincoln National

-   1 USD Dillard's

# Dividends this year

-     64 EUR

- 4536 USD 

-   625 CAD  

# Portfolio debt

-  ~ 12 %

Investment Week 5/26

 

# Stock portfolio value

- 906 089 EUR

# Purchases

- 60 E-L Financial Corporation

- 20 CNA Financial

# Received Dividends

- 1145 USD Buckle

-     61 USD American Financial Group 

-     45 USD Northern Oil And Gas

-     20 USD EOG Resources

-     40 CAD National Bank Of Canada

-     36 CAD Power Corp. Of Canada

-     27 CAD Toronto Dominion Bank

-     22 CAD Canadian Imperial Bank

-     18 CAD Olympia Financial Group

-     11 CAD IGM Financial

-     10 CAD Labrador Iron Ore Royalty

# Dividends this year

-     64 EUR

- 4455 USD

-   625 CAD  

# Portfolio debt

-  ~ 12 %