Dual Portfolios, One Purpose: Delivering Consistent Alpha
Growth Portfolio 1-Year
23.42 %
Dividend Portfolio 1-Year
13.78 %
OMXSGI 1-Year
20.19 %
January 21
Updated Daily
Growth Portfolio
Holdings
Performance
Return
The 10 largest holdings are as follows:
🇸🇪 Paxman - 6.38 %
🇸🇪 RaySearch Laboratories B - 5.96 %
🇸🇪 Net Insight - 5.08 %
🇸🇪 Hoist Finance - 4.39 %
🇺🇸 Hims & Hers Health A - 3.71 %
🇺🇸 Clear Secure A - 3.51 %
Sharpe Ratio 12-month: 1.63
Standard Deviation 12-month: 12.91 %
Dividend 2024: 0.84 %
Compared to Avanzas
fund offering: Top 25 % 1-Year
Growth Portfolio | OMXSGI | |
2 Years: | -4.32 % | 23.90 % |
1 Year: | 21.97 % | 18.31 % |
Year-to-Date: | 0.21 % | 4.21 % |
3 Months: | -2.95 % | 0.02 % |
1 Month: | 0.28 % | 2.27 % |
1 Week: | 0.11 % | 3.76 % |
Updated January 17
Source: Avanza
OUR STORY
Creating alpha, through strategy over instinct
I began with a vision of delivering exceptional financial performance through a dual portfolio strategy: one focused on growth and the other on dividends. By carefully selecting investments in around 60 companies, I aim to outperform the OMXSGI index and consistently generate alpha through a disciplined, data-driven approach.
My journey from humble beginnings to becoming a successful amateur stock investor is driven by a commitment to excellence. I've developed a data-driven investment strategy that consistently outperforms the index, paving the way for a brighter financial future.
My Strategy
Fundamental Analysis
Portfolio Management
Technical Analysis
I evaluate a company's growth prospects alongside its intrinsic value, aiming to identify investments that combine strong fundamentals with the potential for sustainable returns.
I aim for balanced portfolio allocation, yet allow high-performing assets to grow, maximizing gains while maintaining stability.
I leverage technical analysis, focusing on the 200-day moving average, to identify companies with strong upward trends, and timing entries for optimal growth potential.
Dividend Portfolio
The 10 largest holdings are as follows:
🇸🇪 Betsson AB B - 6.90 %
🇸🇪 Arion Banki hf SDB - 5.99 %
🇸🇪 Investor AB A - 5.66 %
🇸🇪 Dedicare AB B - 5.56 %
🇸🇪 Bredband2 i Skandinavien AB - 4.87 %
🇸🇪 AQ Group AB - 4.56 %
🇸🇪 Prevas AB B - 4.08 %
🇸🇪 Ework Group AB - 3.94 %
🇸🇪 KABE Group AB B - 3.91 %
Sharpe Ratio 12-month: 1.15
Standard Deviation 12-month: 8.47 %
Date | Average Dividend Per Year |
2022 | 2.00 % |
2023 | 3.34 % |
2024 | 4.11 % |
Dividend Portfolio | OMXSGI | |
2 Years: | 6.37 % | 23.90 % |
1 Year: | 11.59 % | 18.31 % |
Year-to-Date: | 2.27 % | 4.21 % |
3 Months: | 0.05 % | 0.02 % |
1 Month: | 2.62 % | 2.27 % |
1 Week: | 2.01 % | 3.76 % |
Updated January 17
Source: Nordnet
OUR TEAM
Meet Our Expert Investment Manager
Moltas Ström
Investment Manager
I navigate investments strategically for success.
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