Through my personal accounts, informally nicknamed “Generalis Invest”, I am an active investor in common stock, preferred stock, investment funds and exchange-traded products. I act entirely based on fundamental factors and only own assets that generate value. I do not trade in cryptocurrency or commodities.
ACTIVE SINCE
2021
TOTAL HOLDINGS
45
VOTES CAST AT ANNUAL GENERAL MEETINGS
19
FINANCIAL PARTNER
Avanza
Current Portfolio
For direct stock investments, I focus on sectors where I have personal interest or experience, prioritizing companies with stable recurring cash flow, a modern and innovative culture, headquarters in a free and democratic country, and a net positive ESG and societal impact.
For investment corporations and mutual funds, I focus on non-passive managers that use fundamental research to take advantage of market irrationality.
Active
I hold active ownership in the following corporations. I therefore use my shares to exercise voting rights and attend annual general meetings (AGMs) when possible.
Flag represents HQ location.
Public: STO:AZA
Public: STO:AXFO
Public: STO:BAHN B
Public: STO:CAST
Public: STO:CIBUS
Public: STO:CLA B
Public: STO:CRED A
Public: STO:FRACTL
Public: STO:KAPIAB
Public: STO:PDX
Public: STO:SNX
Public: STO:SAAB B
Public: STO:SECU B
Public: STO:SKF B
Public: NGM:SPLTN
Public: SPOT:VPAB B
Public: STO:VOLV B
Passive
I hold passive ownership in the following corporations. This means that I am not able to exercise any voting or influence rights, and instead engage in stock lending for passive income.
Flag represents HQ location.
Public: OSL:2020
Public: STO:ABB
Public: EPA:ANTIN
Public: AMS:ASML
Public: TSX:BN
Public: TSX:DIV
Public: EPA:ENX
Public: EPA: ETL
Public: TSX:EIF
Public: EPA:IPS
Public: EPA:MICC
Public: TSX:NPI
Funds
I am an investor in the following mutual funds and ETFs:
– JPM Europe Equity Premium Income Active ETF
– Fidelity Europe Quality Income ETF
– Protean Aktiesparfond Norden
– XACT Nordic High Dividend Low Volatility ETF
– Xtrackers Euro Stoxx Quality Dividend ETF
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