1 st half and second quarter is finished. The portfolio increased with 31693 nok since Q1 this year – or 7,28 % The main reason this quarter is a dividend trasfer from a privately held company. Since Q1 Treasure and BW Offshore has had a positive development. But Treasure has not been developing as expected since my first investment, and I am considering to reduce the position. As you also may notice, I have sold all my shares in Melhus and Europris. My cash position is also too large – still waiting (in vain?) for a market sell off.
Since 30.12.2018 I have has a 18,6% increase in value or 73920 nok. 500 000 nok is not that far away now.
Current portfolio distribution now
Going forward I’m going to increase in WALWIL, OCY and KID.