Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenDue to silver's large increase in spot price before the weekend, will this then affect NAV in the fund on Monday?, quite new to the game
·7 t sittenIt will be interesting to see how the silver price reacts at midnight, now that China wakes up again after the festivities.
·16 t sittenOf all the crazy things Trump comes up with, this must surely take the cake! https://www.vg.no/nyheter/i/5pGPRE/trump-sender-hospitalskip-til-groenland What's next?
·3 t sittenIn that case, it will be a short-term reaction. In 6-12 months, the silver price is probably considerably higher than today. The companies in AuAg Silver Bullet are also doing very well even with today's silver price (the actual, not the manipulated Comex price).
·1 päivä sitten · Muokattu15 PERCENT GLOBAL TARIFF – 150 DAYS OF POLITICAL SHOCK On Friday, the US Supreme Court ruled that Trump's punitive tariffs were illegal. It was a rare and significant legal defeat for a sitting president. Within 24 hours, Trump had responded – not by complying with the decision, but by circumventing it. Based on a trade law over fifty years old, he introduced a 15 percent global tariff against all countries in the world, with immediate effect and a timeframe of 150 days. This is not business as usual. When a president uses old legislation to circumvent a Supreme Court decision, it's no longer just about trade policy. It's about institutional erosion, about the trust one can place in legal frameworks that normally provide predictability to markets. Markets price risk. What they price higher than anything else is uncertainty – and that is now significantly higher than it was a week ago. A flat tariff of 15 percent against all countries will impact global supply chains in ways not immediately visible in the headlines. European exporters, Asian manufacturers, and companies with dollar revenues will all have to address changed cost structures. Countermeasures from the EU and other trade partners are likely, and a tariff spiral could quickly escalate beyond what now appears to be a legal construct intended to survive for 150 days. A tariff is in practice a tax on imports, and it is paid by American importers, not by exporting countries. A recent Federal Reserve report estimates that American companies and consumers have borne over ninety percent of the tariff burden from Trump's previous rounds. If the same happens now, inflationary pressure will build up anew – on top of an already challenging interest rate situation. In addition, there is a legal backlog that could become very costly. The Supreme Court ruled that tariffs collected under the previous exemption law were illegal. This means that over 130 billion dollars may have been collected without legal basis. American importers are already preparing to demand repayment, and analysts warn that the process could take years. We are in a structural shift where free trade is no longer taken for granted, where economic nationalism is gaining ground at the expense of international institutions, and where geopolitical rivalry between great powers sets the premises for everything from technology to energy and raw materials. Such regime changes are not fully priced in over a single weekend. As an investor, one must ask what this does to the long-term drivers one is exposed to. My assessment is that this strengthens three themes. When trade policy becomes a weapon and global supply chains are broken up, the incentive for countries to build out their own energy capacity increases. Nuclear power is currently the only stable, carbon-free, and scalable baseload that can ensure national energy independence. Geopolitical fragmentation does not only mean higher defense budgets in the US. It means that Europe and Asia must also prioritize security in a different way than in the decades after the Cold War. This restructuring is structural and will take a long time to price in. For precious metals, the situation is perhaps most immediately interesting. Legal chaos around public finances, possible repayment of enormous tariff amounts, inflationary pressure, and currency unrest are precisely the conditions that have historically driven demand for gold and silver. Monday could be red. But it would be a mistake to see it as noise. The crucial question is not whether this creates short-term unrest – it does. The question is whether we are at the beginning of a more lasting protectionist world order, or if this is a political game with a short half-life. I believe the former is more likely. And if that is correct, 150 days is not the framework for this story. It is just the opening chapter. What do you think? Source: https://e24.no/internasjonal-oekonomi/i/3p4rOX/trump-oeker-tollsatsen-til-15-prosent- ·1 päivä sitten · MuokattuI hope diplomacy prevails — but Iran, Israel, and the USA are all ready for war. Here's what that means for my portfolio. Right now, Norway is withdrawing soldiers from Iraq. The Norwegian Armed Forces' Joint Headquarters confirmed on February 20 that Norwegian soldiers have been re-located due to tensions in the region. We are not passive spectators — we are in the middle of this. The Situation The USA has its largest military air force in the Middle East in two decades. A Trump advisor says there's a “90% chance of kinetic action in the coming weeks.” Israel is prepared for all scenarios. Iran is reinforcing nuclear facilities with concrete, conducting exercises in the Strait of Hormuz, and has declared all American bases in the region as “legitimate targets.” Indirect negotiations are ongoing in Geneva — but the gap is enormous and the clock is ticking. What does this mean for the portfolio? 🔴 DNB Nuclear Energy A US attack on Iran's nuclear facilities will reinforce the global narrative of energy security. Western countries will accelerate the development of nuclear power as a strategic response. Tailwinds in the long term — but short-term volatility must be expected. ⚔️ Finserve Global Security A military confrontation will trigger increased defense budgets across NATO and the Middle East. The defense industry is already pricing in a new paradigm of higher permanent defense demand. Geopolitical unrest is a structural tailwind for this fund. 🥈 AuAg Silver Bullet If the Strait of Hormuz is closed, inflation fears will skyrocket. Combined with increased money printing to finance global rearmament, this is historically favorable for precious metals. Silver also has industrial demand linked to defense technology and energy transition. My assessment I hope diplomacy prevails — but the structural trends behind all three funds are reinforced by the geopolitical backdrop we are now seeing unfold. This is not a recommendation. This is my own analysis of my own portfolio. Kilder: https://www.vg.no/nyheter/i/9pK99l/norsk-forsvar-evakuerer-norske-soldater-fra-irakhttps://www.nrk.no/nyheter/norske-soldater-flyttes-ut-av-irak-1.17778283https://www.tv2.no/nyheter/norske-soldater-evakueres-fra-irak/18588400/https://www.cnn.com/2026/02/19/world/iran-us-military-strike-prep-latam-intl-vishttps://www.timesofisrael.com/us-iran-war-could-be-imminent-and-take-weeks-sources-warn-after-latest-nuclear-talks/https://mei.edu/publication/iran-considers-its-response-to-potential-renewed-us-israeli-strikes/https://www.cfr.org/global-conflict-tracker/conflict/confrontation-between-united-states-and-iran
·1 päivä sittenAs for me, I hope that the clerical regime is deposed once and for all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenDue to silver's large increase in spot price before the weekend, will this then affect NAV in the fund on Monday?, quite new to the game
- ·7 t sittenIt will be interesting to see how the silver price reacts at midnight, now that China wakes up again after the festivities.
- ·16 t sittenOf all the crazy things Trump comes up with, this must surely take the cake! https://www.vg.no/nyheter/i/5pGPRE/trump-sender-hospitalskip-til-groenland What's next?·3 t sittenIn that case, it will be a short-term reaction. In 6-12 months, the silver price is probably considerably higher than today. The companies in AuAg Silver Bullet are also doing very well even with today's silver price (the actual, not the manipulated Comex price).
- ·1 päivä sitten · Muokattu15 PERCENT GLOBAL TARIFF – 150 DAYS OF POLITICAL SHOCK On Friday, the US Supreme Court ruled that Trump's punitive tariffs were illegal. It was a rare and significant legal defeat for a sitting president. Within 24 hours, Trump had responded – not by complying with the decision, but by circumventing it. Based on a trade law over fifty years old, he introduced a 15 percent global tariff against all countries in the world, with immediate effect and a timeframe of 150 days. This is not business as usual. When a president uses old legislation to circumvent a Supreme Court decision, it's no longer just about trade policy. It's about institutional erosion, about the trust one can place in legal frameworks that normally provide predictability to markets. Markets price risk. What they price higher than anything else is uncertainty – and that is now significantly higher than it was a week ago. A flat tariff of 15 percent against all countries will impact global supply chains in ways not immediately visible in the headlines. European exporters, Asian manufacturers, and companies with dollar revenues will all have to address changed cost structures. Countermeasures from the EU and other trade partners are likely, and a tariff spiral could quickly escalate beyond what now appears to be a legal construct intended to survive for 150 days. A tariff is in practice a tax on imports, and it is paid by American importers, not by exporting countries. A recent Federal Reserve report estimates that American companies and consumers have borne over ninety percent of the tariff burden from Trump's previous rounds. If the same happens now, inflationary pressure will build up anew – on top of an already challenging interest rate situation. In addition, there is a legal backlog that could become very costly. The Supreme Court ruled that tariffs collected under the previous exemption law were illegal. This means that over 130 billion dollars may have been collected without legal basis. American importers are already preparing to demand repayment, and analysts warn that the process could take years. We are in a structural shift where free trade is no longer taken for granted, where economic nationalism is gaining ground at the expense of international institutions, and where geopolitical rivalry between great powers sets the premises for everything from technology to energy and raw materials. Such regime changes are not fully priced in over a single weekend. As an investor, one must ask what this does to the long-term drivers one is exposed to. My assessment is that this strengthens three themes. When trade policy becomes a weapon and global supply chains are broken up, the incentive for countries to build out their own energy capacity increases. Nuclear power is currently the only stable, carbon-free, and scalable baseload that can ensure national energy independence. Geopolitical fragmentation does not only mean higher defense budgets in the US. It means that Europe and Asia must also prioritize security in a different way than in the decades after the Cold War. This restructuring is structural and will take a long time to price in. For precious metals, the situation is perhaps most immediately interesting. Legal chaos around public finances, possible repayment of enormous tariff amounts, inflationary pressure, and currency unrest are precisely the conditions that have historically driven demand for gold and silver. Monday could be red. But it would be a mistake to see it as noise. The crucial question is not whether this creates short-term unrest – it does. The question is whether we are at the beginning of a more lasting protectionist world order, or if this is a political game with a short half-life. I believe the former is more likely. And if that is correct, 150 days is not the framework for this story. It is just the opening chapter. What do you think? Source: https://e24.no/internasjonal-oekonomi/i/3p4rOX/trump-oeker-tollsatsen-til-15-prosent
- ·1 päivä sitten · MuokattuI hope diplomacy prevails — but Iran, Israel, and the USA are all ready for war. Here's what that means for my portfolio. Right now, Norway is withdrawing soldiers from Iraq. The Norwegian Armed Forces' Joint Headquarters confirmed on February 20 that Norwegian soldiers have been re-located due to tensions in the region. We are not passive spectators — we are in the middle of this. The Situation The USA has its largest military air force in the Middle East in two decades. A Trump advisor says there's a “90% chance of kinetic action in the coming weeks.” Israel is prepared for all scenarios. Iran is reinforcing nuclear facilities with concrete, conducting exercises in the Strait of Hormuz, and has declared all American bases in the region as “legitimate targets.” Indirect negotiations are ongoing in Geneva — but the gap is enormous and the clock is ticking. What does this mean for the portfolio? 🔴 DNB Nuclear Energy A US attack on Iran's nuclear facilities will reinforce the global narrative of energy security. Western countries will accelerate the development of nuclear power as a strategic response. Tailwinds in the long term — but short-term volatility must be expected. ⚔️ Finserve Global Security A military confrontation will trigger increased defense budgets across NATO and the Middle East. The defense industry is already pricing in a new paradigm of higher permanent defense demand. Geopolitical unrest is a structural tailwind for this fund. 🥈 AuAg Silver Bullet If the Strait of Hormuz is closed, inflation fears will skyrocket. Combined with increased money printing to finance global rearmament, this is historically favorable for precious metals. Silver also has industrial demand linked to defense technology and energy transition. My assessment I hope diplomacy prevails — but the structural trends behind all three funds are reinforced by the geopolitical backdrop we are now seeing unfold. This is not a recommendation. This is my own analysis of my own portfolio. Kilder: https://www.vg.no/nyheter/i/9pK99l/norsk-forsvar-evakuerer-norske-soldater-fra-irakhttps://www.nrk.no/nyheter/norske-soldater-flyttes-ut-av-irak-1.17778283https://www.tv2.no/nyheter/norske-soldater-evakueres-fra-irak/18588400/https://www.cnn.com/2026/02/19/world/iran-us-military-strike-prep-latam-intl-vishttps://www.timesofisrael.com/us-iran-war-could-be-imminent-and-take-weeks-sources-warn-after-latest-nuclear-talks/https://mei.edu/publication/iran-considers-its-response-to-potential-renewed-us-israeli-strikes/https://www.cfr.org/global-conflict-tracker/conflict/confrontation-between-united-states-and-iran·1 päivä sittenAs for me, I hope that the clerical regime is deposed once and for all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenDue to silver's large increase in spot price before the weekend, will this then affect NAV in the fund on Monday?, quite new to the game
- ·7 t sittenIt will be interesting to see how the silver price reacts at midnight, now that China wakes up again after the festivities.
- ·16 t sittenOf all the crazy things Trump comes up with, this must surely take the cake! https://www.vg.no/nyheter/i/5pGPRE/trump-sender-hospitalskip-til-groenland What's next?·3 t sittenIn that case, it will be a short-term reaction. In 6-12 months, the silver price is probably considerably higher than today. The companies in AuAg Silver Bullet are also doing very well even with today's silver price (the actual, not the manipulated Comex price).
- ·1 päivä sitten · Muokattu15 PERCENT GLOBAL TARIFF – 150 DAYS OF POLITICAL SHOCK On Friday, the US Supreme Court ruled that Trump's punitive tariffs were illegal. It was a rare and significant legal defeat for a sitting president. Within 24 hours, Trump had responded – not by complying with the decision, but by circumventing it. Based on a trade law over fifty years old, he introduced a 15 percent global tariff against all countries in the world, with immediate effect and a timeframe of 150 days. This is not business as usual. When a president uses old legislation to circumvent a Supreme Court decision, it's no longer just about trade policy. It's about institutional erosion, about the trust one can place in legal frameworks that normally provide predictability to markets. Markets price risk. What they price higher than anything else is uncertainty – and that is now significantly higher than it was a week ago. A flat tariff of 15 percent against all countries will impact global supply chains in ways not immediately visible in the headlines. European exporters, Asian manufacturers, and companies with dollar revenues will all have to address changed cost structures. Countermeasures from the EU and other trade partners are likely, and a tariff spiral could quickly escalate beyond what now appears to be a legal construct intended to survive for 150 days. A tariff is in practice a tax on imports, and it is paid by American importers, not by exporting countries. A recent Federal Reserve report estimates that American companies and consumers have borne over ninety percent of the tariff burden from Trump's previous rounds. If the same happens now, inflationary pressure will build up anew – on top of an already challenging interest rate situation. In addition, there is a legal backlog that could become very costly. The Supreme Court ruled that tariffs collected under the previous exemption law were illegal. This means that over 130 billion dollars may have been collected without legal basis. American importers are already preparing to demand repayment, and analysts warn that the process could take years. We are in a structural shift where free trade is no longer taken for granted, where economic nationalism is gaining ground at the expense of international institutions, and where geopolitical rivalry between great powers sets the premises for everything from technology to energy and raw materials. Such regime changes are not fully priced in over a single weekend. As an investor, one must ask what this does to the long-term drivers one is exposed to. My assessment is that this strengthens three themes. When trade policy becomes a weapon and global supply chains are broken up, the incentive for countries to build out their own energy capacity increases. Nuclear power is currently the only stable, carbon-free, and scalable baseload that can ensure national energy independence. Geopolitical fragmentation does not only mean higher defense budgets in the US. It means that Europe and Asia must also prioritize security in a different way than in the decades after the Cold War. This restructuring is structural and will take a long time to price in. For precious metals, the situation is perhaps most immediately interesting. Legal chaos around public finances, possible repayment of enormous tariff amounts, inflationary pressure, and currency unrest are precisely the conditions that have historically driven demand for gold and silver. Monday could be red. But it would be a mistake to see it as noise. The crucial question is not whether this creates short-term unrest – it does. The question is whether we are at the beginning of a more lasting protectionist world order, or if this is a political game with a short half-life. I believe the former is more likely. And if that is correct, 150 days is not the framework for this story. It is just the opening chapter. What do you think? Source: https://e24.no/internasjonal-oekonomi/i/3p4rOX/trump-oeker-tollsatsen-til-15-prosent
- ·1 päivä sitten · MuokattuI hope diplomacy prevails — but Iran, Israel, and the USA are all ready for war. Here's what that means for my portfolio. Right now, Norway is withdrawing soldiers from Iraq. The Norwegian Armed Forces' Joint Headquarters confirmed on February 20 that Norwegian soldiers have been re-located due to tensions in the region. We are not passive spectators — we are in the middle of this. The Situation The USA has its largest military air force in the Middle East in two decades. A Trump advisor says there's a “90% chance of kinetic action in the coming weeks.” Israel is prepared for all scenarios. Iran is reinforcing nuclear facilities with concrete, conducting exercises in the Strait of Hormuz, and has declared all American bases in the region as “legitimate targets.” Indirect negotiations are ongoing in Geneva — but the gap is enormous and the clock is ticking. What does this mean for the portfolio? 🔴 DNB Nuclear Energy A US attack on Iran's nuclear facilities will reinforce the global narrative of energy security. Western countries will accelerate the development of nuclear power as a strategic response. Tailwinds in the long term — but short-term volatility must be expected. ⚔️ Finserve Global Security A military confrontation will trigger increased defense budgets across NATO and the Middle East. The defense industry is already pricing in a new paradigm of higher permanent defense demand. Geopolitical unrest is a structural tailwind for this fund. 🥈 AuAg Silver Bullet If the Strait of Hormuz is closed, inflation fears will skyrocket. Combined with increased money printing to finance global rearmament, this is historically favorable for precious metals. Silver also has industrial demand linked to defense technology and energy transition. My assessment I hope diplomacy prevails — but the structural trends behind all three funds are reinforced by the geopolitical backdrop we are now seeing unfold. This is not a recommendation. This is my own analysis of my own portfolio. Kilder: https://www.vg.no/nyheter/i/9pK99l/norsk-forsvar-evakuerer-norske-soldater-fra-irakhttps://www.nrk.no/nyheter/norske-soldater-flyttes-ut-av-irak-1.17778283https://www.tv2.no/nyheter/norske-soldater-evakueres-fra-irak/18588400/https://www.cnn.com/2026/02/19/world/iran-us-military-strike-prep-latam-intl-vishttps://www.timesofisrael.com/us-iran-war-could-be-imminent-and-take-weeks-sources-warn-after-latest-nuclear-talks/https://mei.edu/publication/iran-considers-its-response-to-potential-renewed-us-israeli-strikes/https://www.cfr.org/global-conflict-tracker/conflict/confrontation-between-united-states-and-iran·1 päivä sittenAs for me, I hope that the clerical regime is deposed once and for all.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.1.2026
Jakauma
- Osakkeet93,8%
- Muut4,4%
- Lyhyt korko1,8%