Sunday, October 4, 2020

Portfolio update: Cash position increased

Our cash position is currently at 10% and has not been this large for years. Most of our sales recently have been kept as cash instead of reinvesting to another stock. Pandemic, US elections, Brexit etc. aside -  it is increasingly hard to find stocks that are reasonably priced. That's the bottom line. Another reason is that we start to be massively long in a few stocks I particularly like. We have roundabout 20 stocks in portfolio so 5% would be an even stake. But that's not how most portfolios are and ours even less so. Top 10 stock stand at close to 70% of portfolio already so that starts to spell out as decent company risks.

Sector allocation is as shown in the picture:


As an aggregate different technologies and IT related sectors are close to 40% and that is the backbone of the portfolio. We do like IT/Tech and would like to accumulate even more, but not with any price.

Financials is our second largest bet. 

Our top 5 stock positions currently are:

  • Berkshire Hathaway (USA)
  • Metso Outotec (Finland)
  • Nokia (Finland)
  • Intel (USA)
  • Verkkokauppa.com (Finland)

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