A short Q1 2021 update
Apparently value stocks are popular again. In Q1 my portfolio, excluding privatly held companies returned 6,7%, including index funds. Again oil stocks contributed significantly, most by Aker BP, but Norsk Hydro has climbed more than 100% since I bought it. During the quarter I have reduced my position to 1/3 in NHY. In the same… Continue reading A short Q1 2021 update