This is an annual review of current portfolio positions. You can find a similar overview made last year here. Before 2022 H1 one might had thought 2021 tech rout was bad. Terror in investing math is an active can decline […]
This is an annual review of current portfolio positions. You can find a similar overview made last year here. Before 2022 H1 one might had thought 2021 tech rout was bad. Terror in investing math is an active can decline […]
This is an annual review of current portfolio positions. You can find a similar overview made last year here. High growth side of portfolio has suffered a normalizing environment of …
Lately I have these invisible skepticism glasses put on and I find it hard to be empathetic and see best in people. It might be a side effect of coding, …
Portfolio Updates This is exceptional year for most, including for my portfolio. I had been selling and adding positions at higher pace than any year before. In the the process of …
Litgrid Company Profile Litgrid is a Lithuanian national electricity transmission system operator. Put simply: buys wholesale electricity in NordPool, collects percentage allowed by regulator, sells to distributor ESO. Price performance over the …
Ever since I wrote a complete Baltic Equities Market Overview, I dreamed of writing similar at least once each quarter. Then each half-year and it seems, I won't have an …
Position Details Before 2019 year ended I have sold my Auga Group position at the average loss of -24.07%. After holding Auga equities for a little less that 1.5 years this …
Sale of Grigeo I first became a shareholder of Grigeo Group (ticker: GRG1L) in the end of July, 2014. Last and second purchase was at a way higher price (1.42) in …
Updated Portfolio Structure Last week, prior to closing the list of unitholders for record 0,027 € dividends, I decided to temporarily increase Baltic Horizon position. I entered at 1,31, with whole …
My absence shall be explained on a separate blog post. Today I want to address recent changes in Baltic equities portfolio: I sold Grindeks, portion of Apranga Group and bought …