Portfolio tool

The portfolio below constitute a sample only, of how each user can create any portfolio for own monitoring and use. The portfolio is not in any way subject for active portfolio management, describing only a situation at a specific point in history, and hence, is not a recommendation, and do not enable imitation of the portfolio or a therein presented strategy.

10 ‘cheap’ (somewhat) larger companies from the Nordic region. The selection is performed among somewhat larger Nordic companies that all receive a high Star-classification using Zenostocks rating for cheap stocks. The portfolio x-ray and the graphs reveal a particularly poor development for the year 2022 so far (-43 %). This has resulted in a valuation for the portfolio that is clearly the lowest during the last ten years and at half the average historical valuation level. An investment of 50 000 euros gives a share in book equity of the same size, a share in earnings of 3 925 euros and a dividend income of 2 835 euros. The earnings levels for the portfolio companies faces pressures and note that the portfolio contains an outsized share of construction companies. (10.6.2022)

This content does not constitute investment research, financial analysis or investment advice. The content may not be considered as a recommendation to either buy or sell a stock or other investment instruments. No guarantees regarding the correctness of the content of can be given. In case the user wants to form an opinion regarding a stock or some other investment instrument for a possible investment decision, the user is herself responsible for this. In this case we recommend that the user, either by his own or together with his/her possible investment adviser, gathers additional information regarding the matter. Zenito Oy publishes content regarding subjects Zenito Oy considers interesting from some perspective. This does not mean that the subject, viewed objectively, is interesting or relevant.