I buy Swedish investment companies at a discount, with Investor as the anchor. In the US I hold tech, mainly Microsoft and Alphabet. When the market is greedy I hold back. When it is fearful I am fully invested, and sometimes on margin. I read the mood off the Fear & Greed Index.
Positions shown as unrealised % from purchase price. Weights include cash & savings and add up to 100%; the margin loan is measured against that total rather than counted inside it, since a debt is not a holding. No share counts or amounts are shown, and holdings of three shares or fewer are listed without a name, since a public share price and a small share count together would give away the size of the account. Data from Montrose.
Time-weighted return across all accounts, from Montrose. Percentages only, no amounts, by design. The record starts in September 2025, when the portfolio moved over from the previous broker; the months before that are returns on a handful of single shares and say nothing about it. The 2025 figure is those four months compounded, not the broker's full-year number.
The result on a sale is the realised return in SEK, average cost per account, including currency movement and fees. It is worked out from the transaction history rather than reported by the broker, and is missing where the purchase predates the history. Rows marked IN are holdings moved over from the previous broker, priced at the cost that came with them.