Generalis Invest - Generalis

The Generalis Invest Philosophy

I am an active investor in common stock, preferred stock, mutual funds and exchange-traded products. I specialize in income/yield investments and recurring cashflow, but maintain a well-diversified fundamental strategy including active funds, growth and value picks. I do not own forex, crypto, or raw metals, as these do not generate value.

ASSETS UNDER MANAGEMENT (EUR)

80K+

RETURNS SINCE START (EUR)

10K+

years ACTIVE

TOTAL HOLDINGS

Investment Highlights

Avanza Bank

Avanza Bank Holding is my largest equity position. As the leading provider of high-tech digital banking services on the Swedish market, this company is poised for significant growth combined with hefty free cash flow.

Palantir Technologies

I previously held a position in Palantir stock from Oct 2023 to Feb 2025. This timeperiod delivered returns of over 500%, marking the most successful growth investment to date. Exit was due to a combination of significant overvaluation and Palantir’s participation in the Trump regime’s authoritarian agenda.

Premium Snacks Nordic

I have been investing in this small snack-and potato chip maker since Aug 2023, due to their superior taste and quality offering. Contrary to wildest beliefs, the stock has gone from 8 kr up to 30 kr, resulting in gains over 200%, as well as having implemented a dividend.

Current Portfolio

For direct stock investments, I mainly focus on areas I have personal interest or experience in, with additional criterias including stable recurring cashflow, future potential for dividends, being located in a free democratic country and a neutral to positive ESG/societal impact. For investment corporations and mutual funds, I want half active to active management by managers that I have strong confidence in and that have good reporting to investors, and with methodologies that I personally support and approve of.

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WORK IN PROGRESS

Live portfolio visualization is not yet available! Still working on establishing the infrastructure. Contact me if you want screenshots of how it looks currently!