Lundaluppen.blogspot.com Website Review

| ZH3Z Portfolio closing 2018 ZZH3Z | ZTT3Z | ZH3Z | the year since the turn of the millennium for me. Full-time jobs have been exchanged for freer working hours and work forms and a social context given by working life has been replaced by something else. On the other hand, for the stock market investment and blogging, the development has been the opposite. The Lundalup's portfolio has rarely been as static as in 2018, but statically does not have to mean underperforming. When we now pas* yet another of life's checkpoints, which is a year-end, the portfolio has, through a lot of luck, taken another small step from the gray index development. This is the fourte*nth year I measure and for the eleventh time the total return is better than the SIX30RX, +0.4 per cent compared with previous years it has been very easy to reflect my portfolio as it has been completely open but in 2018 the illiquid holdings have continued to grow and makes it harder to imitate my return. The illiquid holdings have, just like 2017, total returns more than the portfolio as a whole, but considerably less than last year and the return has stopped at +7%. Without them, the portfolio had landed that process, and there are many, not least, value investors who challenge the division and the practice of making annual accounts. I agree, one year is not very interesting and a plus on December 31 may be gone on February 22. But the important thing is to measure against evaluating year by year is bad, with my strategy it is a more reasonable goal to try to beat the index every five years, I keep a satisfactory distance to the index, which basically is what motivates me to continue invest manually instead of letting an index fund take care of my money. Seeking and monitoring a skilled active manager has never felt relevant, in which case it is more practical to select a portfolio of investment companies. Below are dumps from my cash that have been outside the Avanza depots. This has dampened some heavy downsizing in the accounts during the autumn. Sharp ratio as