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Investment Week 30/26

lauantai 25. heinäkuuta 2026

 



# Stock portfolio value

- 1 022 469 EUR

# Purchases

- 55 Petroleo Brasileiro

- 30 MTY Food Group

- 15 Synchrony Financial

# Received Dividends

-  56 EUR Kesko

- 115 USD Bank OZK

-  76 USD American Financial Group

-  62 USD Comcast

-    8 USD Preferred Bank

-    1 USD Versant Media Group

# Dividends this year

- 18586 EUR

- 11387 USD 

-   6742 CAD 

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %


June 2026 Summary!

keskiviikko 22. heinäkuuta 2026

 



# Purchases

- 120 Aegon

-  80 Comcast

-  35 VICI Properties

-  16 Accenture

-  15 W.R. Berkley

-    8 Mueller Industries

-    4 Cigna

-    4 Intact Financial

# Received Dividends

- 297 USD Old Republic International

- 250 USD RLI

- 110 USD CNA Financial

-   99 USD Jackson Financial

-   85 USD Prudential Financial

-   80 USD Haverty Furniture Companies

-   66 USD SandRidge Energy

-   59 USD Principal Financial

-   55 USD Corebridge Financial

-   48 USD Ares Capital

-   41 USD Gilead Sciences

-   35 USD LyondellBasell Industries

-   30 USD Equitable Holdings

-   30 USD Brookfield Asset Management

-   25 USD Capital One Financial

-   25 USD Radian Group

-   25 USD Amerisafe

-   22 USD SM Energy

-   22 USD Main Street Capital

-   22 USD Permian Resources

-   19 USD Main Street Capital

-   19 USD T. Rowe Price Group

-   18 USD Truist Financial

-   17 USD Murphy Oil

-   16 USD Devon Energy

-   15 USD M&T Bank

-   15 USD Phillips 66

-   14 USD MetLife

-   14 USD Tapestry

-   12 USD Valero Energy

-   12 USD Expand Energy

-   12 USD Viatris

-   11 USD Hanover Insurance Group

-   10 USD California Resources

-   10 USD Primerica

-   10 USD American International

-     9 USD First Bancorp

-     9 USD Kemper

-     9 USD Chord Energy

-     9 USD Matador Resources

-     9 USD Sagicor

-     9 USD Bank Of America

-     8 USD Victory Capital

-     8 USD Johnson & Johnson

-     7 USD Essent Group

-     7 USD Enact

-     7 USD CNO Financial

-     7 USD Voya Financial

-     7 USD Investors Title

-     6 USD Everest Re Group

-     6 USD Brunswick

-     6 USD Cigna

-     6 USD Marathon Petroleum

-     6 USD Aflac

-     5 USD Elevance Health

-     5 USD Booz Allen Hamilton

-     5 USD Travelers Companies

-     4 USD Ovintiv

-     3 USD PACCAR

-     3 USD Assurant

-     2 USD HCI Group

-     2 USD Mueller Industries

-     1 USD RenaissanceRe

- 181 CAD Manulife Financial

- 156 CAD Enbridge

- 102 CAD Parex Resources

-   87 CAD Hemisphere Energy

-   74 CAD Whitecap Resources

-   45 CAD Tourmaline Oil

-   44 CAD Pembina Pipeline

-   39 CAD Suncor Energy

-   36 CAD Intact Financial

-   33 CAD Russel Metals 

-   30 CAD Trican Well Service

-   26 CAD Great-West Lifeco

-   24 CAD Sun Life Financial

-   24 CAD Propel Holdings

-   22 CAD Cenovus Energy

-   16 CAD iA Financial

-   15 CAD Olympia Financial Group

-   14 CAD Freehold Royalties

-   14 CAD High Liner Foods

-   13 CAD Algoma Central

-   12 CAD Strathcona Resources

-   12 CAD EQB

-   11 CAD Pason Systems

-   10 CAD Gildan Activewear

-   10 CAD Canadian Tire

-     9 CAD Finning International

-     8 CAD Dynacor Group

-     4 CAD Mullen Group

-     4 CAD Linamar 

-     3 CAD Definity Financial

# Totals

- 1815 USD

- 1078 CAD


Investment Week 29/26

lauantai 18. heinäkuuta 2026

 




# Stock portfolio value

- 1 006 710 EUR

# Purchases

- 15 Pentair

- 10 Signet Jewelers

# Received Dividends

- 19 USD Main Street Capital

- 18 USD Blue Owl Capital

- 10 USD Fulton Financial

-   9 USD Cincinnati Financial

-   8 USD State Street

-   8 USD Axis Capital

-   6 USD Nutrien

-   4 USD TFI International

-   4 USD Intuit

- 91 CAD PHX Energy Services

- 74 CAD Whitecap Resources

- 41 CAD AGF Management

- 40 CAD E-L Financial Corporation

- 21 CAD Total Energy Services

- 18 CAD Headwater Exploration

- 14 CAD Freehold Royalties

-   8 CAD ARC Resources 

-   8 CAD Dynacor Group

-   6 CAD CES Energy Solutions

-   6 CAD Secure Waste Infrastructure

-   4 CAD Mullen Group

# Dividends this year

- 18530 EUR

- 11125 USD 

-   6742 CAD

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %


Investment Week 28/26

lauantai 11. heinäkuuta 2026

 



# Stock portfolio value

- 988 499 EUR

# Sold

- 60 Blue Owl Capital

# Purchases

- 42 Peyto Exploration & Development

-   4 Reinsurance Group of America

-   4 Intuit

# Received Dividends

- 346 USD Altria Group

-   24 USD Aegon

-   15 USD VICI Properties

-   14 USD Best Buy

-   10 USD Omnicom Group

-     5 USD Steel Dynamics

-   50 CAD Canadian Natural Resources

# Dividends this year

- 18530 EUR

- 11039 USD 

-   6411 CAD

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %



Investment Week 27/26

sunnuntai 5. heinäkuuta 2026

 



# Stock portfolio value

- 983 548 EUR

# Purchases

- 40 Comcast

-   8 Accenture

# Received Dividends

- 55 USD Corebridge Financial

- 48 USD Ares Capital

- 41 USD Gilead Sciences

- 30 USD Brookfield Asset Management

- 22 USD Main Street Capital

- 22 USD Permian Resources

- 21 USD W.R. Berkley

- 19 USD T. Rowe Price Group

- 16 USD Devon Energy

- 15 USD M&T Bank

- 10 USD American International Group

-   9 USD Hartford Insurance Group

-   7 USD Investors Title

-   5 USD Travelers Companies

-   5 USD Allstate

-   4 USD Ovintiv

-   3 USD Assurant

-   3 USD Chubb

-   1 USD RenaissanceRe

- 45 CAD Tourmaline Oil

- 44 CAD Pembina Pipeline

- 36 CAD Intact Financial

- 30 CAD Trican Well Service

- 26 CAD Great-West Lifeco

- 24 CAD Sun Life Financial

- 22 CAD Cenovus Energy

- 17 CAD Imperial Oil

- 15 CAD Olympia Financial Group

- 12 CAD EQB

- 11 CAD Pason Systems

-   9 CAD Baytex Energy

# Dividends this year

- 18530 EUR

- 10625 USD 

-   6361 CAD  

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %



July 2026 Summary!

  # Sold - 60 Blue Owl Capital # Purchases - 55 Petroleo Brasileiro - 42 Peyto Exploration & Development - 30 MTY Food Group - 30 OpenTe...

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