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Investment Week 35/26

lauantai 29. elokuuta 2026

 




# Stock portfolio value

- 1 054 928 EUR

# Purchases

- 100 Alvopetro Energy

-   40 Ethan Allen Interiors

-   10 International Seaways

# Received Dividends

- 38 USD Ethan Allen Interiors

- 21 USD Bank of N.T Butterfield & Son

- 16 USD Citigroup

-   6 USD Employers

-   5 USD Booz Allen Hamilton

- 35 CAD Bank Of Montreal

- 18 CAD Enghouse Systems

- 17 CAD Royal Bank Of Canada

- 13 CAD Magna International

- 11 CAD Pulse Seismic

# Dividends this year

- 22990 EUR

- 12163 USD 

-   7299 CAD  

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %


Investment Week 34/26

lauantai 22. elokuuta 2026

 




# Stock portfolio value

- 1 040 718 EUR

# Purchases

- 60 E-L Financial 

- 15 Wolters Kluwer

- 10 International Seaways

# Received Dividends

-  30 USD Synchrony Financial

-  22 USD APA

-  14 USD Zions Bank

-  13 USD MGIC Investment

-  11 USD Diamondback Energy

-  11 USD Ameriprise Financial

-    8 USD Plumas Bancorp

-    3 USD Signet Jewelers

-  74 CAD Whitecap Resources

-  14 CAD Freehold Royalties

-    8 CAD Dynacor Group

-    4 CAD Mullen Group

# Dividends this year

- 22990 EUR

- 12077 USD 

-   7205 CAD 

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %



July 2026 Summary!

maanantai 17. elokuuta 2026

 



# Sold

- 60 Blue Owl Capital

# Purchases

- 55 Petroleo Brasileiro

- 42 Peyto Exploration & Development

- 30 MTY Food Group

- 30 OpenText

- 30 Synchrony Financial

- 15 Pentair

- 10 Signet Jewelers

-   4 Reinsurance Group of America

-   4 Intuit

# Received Dividends

- 1332 EUR Elisa

-     56 EUR Kesko

-   346 USD Altria Group

-   119 USD Buckle

-   115 USD Bank OZK

-     76 USD American Financial Group

-     62 USD Comcast

-     45 USD Northern Oil And Gas

-     24 USD Aegon

-     21 USD W.R. Berkley

-     20 USD EOG Resources

-     19 USD Main Street Capital

-     18 USD Blue Owl Capital

-     15 USD VICI Properties

-     14 USD Best Buy

-     10 USD Omnicom Group

-     10 USD Fulton Financial

-       9 USD Cincinnati Financial

-       9 USD Hartford Insurance

-       8 USD State Street

-       8 USD Axis Capital

-       8 USD Preferred Bank

-       6 USD Nutrien

-       5 USD Allstate

-       5 USD Steel Dynamics

-       4 USD TFI International

-       4 USD Intuit

-       3 USD Chubb

-       1 USD Versant Media Group

-     91 CAD PHX Energy Services

-     74 CAD Whitecap Resources

-     50 CAD Canadian Natural Resources

-     41 CAD AGF Management

-     40 CAD E-L Financial Corporation

-     40 CAD Power Corp. Of Canada

-     28 CAD Toronto Dominion Bank

-     22 CAD Canadian Imperial Bank

-     21 CAD Total Energy Services

-     18 CAD Headwater Exploration

-     17 CAD Imperial Oil

-     15 CAD Olympia Financial Group

-     14 CAD Freehold Royalties

-     12 CAD IGM Financial

-       9 CAD Baytex Energy

-       8 CAD ARC Resources 

-       8 CAD Dynacor Group

-       6 CAD CES Energy Solutions

-       6 CAD Secure Waste Infrastructure

-       4 CAD Mullen Group

# Totals

- 1388 EUR

-   984 USD

-   524 CAD

Investment Week 33/26

sunnuntai 16. elokuuta 2026

 




# Stock portfolio value

- 1 043 634 EUR

# Purchases

- 120 E-L Financial

-   15 Manulife Financial 

# Received Dividends

- 3052 EUR Nordea Bank

-     20 EUR ING GROEP 

-   164 USD AbbVie

-    65 USD Unum Group

-    30 USD Equitable Holdings

-    26 USD Accenture

-    19 USD Main Street Capital

-    16 USD Riley Exploration 

-    14 USD Virtus Investment Partners

-    13 USD Citizens Financial Group

-      7 USD Federated Hermes

-  187 CAD Cogeco

-    11 CAD MTY Food Group

-      5 CAD Peyto Exploration

# Dividends this year

- 22990 EUR

- 11965 USD 

-   7105 CAD 

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %



Investment Week 32/26

lauantai 8. elokuuta 2026

 



# Stock portfolio value

- 1 032 596 EUR

# Purchases

- 60 Enghouse Systems

- 60 E-L Financial

- 12 Wells Fargo

# Received Dividends

- 20 USD PNC Financial

- 11 USD Lincoln National

-   4 USD Universal Insurance

-   4 USD Pentair

-   1 USD Dillard's

# Dividends this year

- 19918 EUR

- 11611 USD 

-   6902 CAD 

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %


Investment Week 31/26

lauantai 1. elokuuta 2026

 



# Stock portfolio value

- 1 021 450 EUR

# Purchases

- 30 OpenText

- 15 Synchrony Financial

# Received Dividends

- 1332 EUR Elisa

-   119 USD Buckle

-     45 USD Northern Oil And Gas

-     20 USD EOG Resources

-     43 CAD National Bank Of Canada

-     40 CAD Power Corp. Of Canada

-     28 CAD Toronto Dominion Bank

-     22 CAD Canadian Imperial Bank

-     15 CAD Olympia Financial Group

-     12 CAD IGM Financial

# Dividends this year

- 19918 EUR

- 11571 USD 

-   6902 CAD 

-   5426 SEK 

-       34 GBP

# Portfolio debt

-  ~ 13 %




Investment Week 37/26

  # Stock portfolio value - 1 058 191 EUR # Purchases - 60 E-L Financial Corporation - 45 Rockpoint Gas Storage - 25 Gaming and Leisure Prop...

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