Tunnusluvut
Juoksevat kulut
1,77%Omaisuusluokka
OsakeKategoria
Sektori teollisuusmateriaalit osakkeetPerusvaluutta
SEKLainoitusaste
75%Avaintietoasiakirja
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
- ·8 t sittenI am down almost 13 percent after I gradually started accumulating after the New Year. It doesn't matter, I have a 10-20 year perspective here, and this industry will almost undoubtedly only go one way in that time. Up. So I'm crossing my fingers that this and next year will provide opportunities to continue accumulating cheap shares. :-)Roughly how I reason about space, where I'm around -24% right now! Haha. Technically, Finserve should soon start going up again. Hopefully, 2027 will be a better year.
- ·1 päivä sittenRidiculously bad fundCompletely agree. Even though we are severely punished in terms of currency loss. But sold everything and put it into Nordnet Norge Verdi verdi which I am already invested in. Much more pleasant development there this year than here. The problem with defense stocks in Europe is that they are already highly priced and expectations are sky-high for every quarterly report presented. With extreme hype towards the industry regarding rearmament and increased costs associated with production, these large defense conglomerates are unable to deliver results that investors are satisfied with. Then you also have the troublemaker Donald Trump who is supposed to save the world from war and misery, a Tweet about peace on Truth Social - and the stock price of Reihnmetal, KOG, Rolls Royce falls like a stone. I have no doubt that this fund will yield returns in the years to come. But I don't have the patience to wait, when the oil price is now up to 95 dollars a barrel for Brent, then there is money to be made in that sector now. The Strait of Hormuz and the conflict there will not be resolved overnight, I think...
- ·28.8.What do we think, is this the turning point or do we have to wait until q1 2027.Be greedy when others are bleeding! This is in my IPS, so here it will be gathered for when one first turns 62. For a good 35 more years.
- ·6.8.Good week, the adjustment of the portfolio seems to be working so far. Staying put at least until the end of the year and will see if it continues to recover well.
Uutiset
Tunnusluvut
Juoksevat kulut
1,77%Omaisuusluokka
OsakeKategoria
Sektori teollisuusmateriaalit osakkeetPerusvaluutta
SEKLainoitusaste
75%Avaintietoasiakirja
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
- ·8 t sittenI am down almost 13 percent after I gradually started accumulating after the New Year. It doesn't matter, I have a 10-20 year perspective here, and this industry will almost undoubtedly only go one way in that time. Up. So I'm crossing my fingers that this and next year will provide opportunities to continue accumulating cheap shares. :-)Roughly how I reason about space, where I'm around -24% right now! Haha. Technically, Finserve should soon start going up again. Hopefully, 2027 will be a better year.
- ·1 päivä sittenRidiculously bad fundCompletely agree. Even though we are severely punished in terms of currency loss. But sold everything and put it into Nordnet Norge Verdi verdi which I am already invested in. Much more pleasant development there this year than here. The problem with defense stocks in Europe is that they are already highly priced and expectations are sky-high for every quarterly report presented. With extreme hype towards the industry regarding rearmament and increased costs associated with production, these large defense conglomerates are unable to deliver results that investors are satisfied with. Then you also have the troublemaker Donald Trump who is supposed to save the world from war and misery, a Tweet about peace on Truth Social - and the stock price of Reihnmetal, KOG, Rolls Royce falls like a stone. I have no doubt that this fund will yield returns in the years to come. But I don't have the patience to wait, when the oil price is now up to 95 dollars a barrel for Brent, then there is money to be made in that sector now. The Strait of Hormuz and the conflict there will not be resolved overnight, I think...
- ·28.8.What do we think, is this the turning point or do we have to wait until q1 2027.Be greedy when others are bleeding! This is in my IPS, so here it will be gathered for when one first turns 62. For a good 35 more years.
- ·6.8.Good week, the adjustment of the portfolio seems to be working so far. Staying put at least until the end of the year and will see if it continues to recover well.
Tunnusluvut
Juoksevat kulut
1,77%Omaisuusluokka
OsakeKategoria
Sektori teollisuusmateriaalit osakkeetPerusvaluutta
SEKLainoitusaste
75%Avaintietoasiakirja
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- ·8 t sittenI am down almost 13 percent after I gradually started accumulating after the New Year. It doesn't matter, I have a 10-20 year perspective here, and this industry will almost undoubtedly only go one way in that time. Up. So I'm crossing my fingers that this and next year will provide opportunities to continue accumulating cheap shares. :-)Roughly how I reason about space, where I'm around -24% right now! Haha. Technically, Finserve should soon start going up again. Hopefully, 2027 will be a better year.
- ·1 päivä sittenRidiculously bad fundCompletely agree. Even though we are severely punished in terms of currency loss. But sold everything and put it into Nordnet Norge Verdi verdi which I am already invested in. Much more pleasant development there this year than here. The problem with defense stocks in Europe is that they are already highly priced and expectations are sky-high for every quarterly report presented. With extreme hype towards the industry regarding rearmament and increased costs associated with production, these large defense conglomerates are unable to deliver results that investors are satisfied with. Then you also have the troublemaker Donald Trump who is supposed to save the world from war and misery, a Tweet about peace on Truth Social - and the stock price of Reihnmetal, KOG, Rolls Royce falls like a stone. I have no doubt that this fund will yield returns in the years to come. But I don't have the patience to wait, when the oil price is now up to 95 dollars a barrel for Brent, then there is money to be made in that sector now. The Strait of Hormuz and the conflict there will not be resolved overnight, I think...
- ·28.8.What do we think, is this the turning point or do we have to wait until q1 2027.Be greedy when others are bleeding! This is in my IPS, so here it will be gathered for when one first turns 62. For a good 35 more years.
- ·6.8.Good week, the adjustment of the portfolio seems to be working so far. Staying put at least until the end of the year and will see if it continues to recover well.
Omistukset
Jakauma
- Osakkeet100%




