Growth Portfolio

Period	Growth Portfolio	OMXSGI
3 Years	-19.56%	19.32%
1 Year	3.38%	2.22%
Year-to-date	-6.43%	1.49%
3 Months	-7.11%	1.21%
1 Months	-6.17%	-6.74%
1 Week	-2.43%	-2.58%

10 Largest Holdings:

🇸🇪 Paxman – 5.84%

🇸🇪 Plejd – 5.50%

🇸🇪 RaySearch Laboratories B – 5.41%

🇸🇪 TF Bank – 3.28%

🇺🇸 Spotify – 3.22%

🇸🇪 Mycronic – 3.20%

🇺🇸 Hims & Hers Health A – 3.18%

🇸🇪 AVTECH Sweden B – 2.98%

🇸🇪 Lundin Gold – 2.80%

🇺🇸 Pro-Dex – 2.77%

Longest Current Holdings:

• Paxman – > 1 Year

About – Growth Portfolio

The growth portfolio is meticulously curated with a focus on high-growth enterprises that exhibit favorable valuations. The selection of stocks within the portfolio is guided by prevailing market trends and the portfolio’s size. The primary objective of this investment approach is to generate alpha through strategic selections. My venture into investing began in 2020, initially without a defined strategy. However, by 2021, I started formulating a clear approach, albeit encountering setbacks due to errors such as frequent trading and investments in illiquid stocks.

To illustrate, during this period, I learned valuable lessons on the importance of diversification and how it can mitigate risk. For instance, investing heavily in a single sector can lead to significant losses if that sector underperforms. Thus, I have since adopted a more balanced approach, incorporating various sectors to safeguard my investments against volatility.

Moreover, maintaining a disciplined approach towards portfolio management has been crucial. Regularly reviewing the portfolio and making adjustments based on performance and market conditions helps in staying aligned with investment goals.

In addition, the significance of understanding economic indicators cannot be overstated. Factors such as interest rates, inflation, and GDP growth play a vital role in influencing market performance. For example, an increase in interest rates can negatively impact growth stocks, as their future earnings are discounted at a higher rate.

Additionally, it is essential to maintain awareness of global market trends and geopolitical factors that can impact investments. Events such as trade agreements, regulatory changes, and economic sanctions can create volatility in international markets, affecting the performance of multinational companies. Staying informed and adapting strategies accordingly is vital for long-term success in investing.

In conclusion, the purpose of my portfolios is to deliver long-term results by beating the index. The money I earn from the investments I will use for retirement, future investments, and salary. It’s a journey filled with continuous learning and adapting to ever-changing market dynamics, and I am committed to refining my strategies as I progress.

As an investor, it’s beneficial to adopt a mindset focused on educating oneself about the market. Engaging in financial education, whether through reading books, attending seminars, or following market analyses, can significantly enhance your investment acumen. This proactive approach not only aids in making informed decisions but also builds confidence in navigating market complexities.

The purpose of my portfolios is to deliver long-term results by beating the index. The money I earn from the investments I will use for retirement, future investments, and salary.

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It is important to remember that the market can fluctuate! Investing in funds, stocks, and other securities has historically been a good way to grow wealth over time, but future performances are uncertain. Prices can rise and fall, meaning there is no guarantee that you will recoup your initial investment. Therefore, it’s crucial to conduct thorough research and consider risk tolerance before making investment decisions.