Through my personal accounts, nicknamed “Genvestor”, 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.
This page exists mainly for transparency and disclosure reasons.
ACTIVE SINCE
2021
TOTAL HOLDINGS
45
VOTES CAST AT ANNUAL GENERAL MEETINGS
20
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: 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 currently invested 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
Preferred
I currently own preferred shares issued by the following corporations:
– 🇸🇪 Volati AB
– 🇸🇪 Corem Property Group AB
– 🇸🇪 Tingsvalvet Fastighets AB
– 🇸🇪 Fastighetsbolaget Emilshus AB
– 🇸🇪 NP3 Fastigheter AB
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