Time to EVOlve

So, apparently, for this month my ParaTopia strategy has decided that it’s time to evolve. From being rather financials-heavy and into the gambling industry. As illustrated below, this little sin-city stock is about to make up almost 25% of the total portfolio.

Entering the market on Monday, the corresponding units of each stock amount to as follows: ATCO-A.ST = 4, ELUX-B.ST = 3, ESSITY-B.ST = 1, EVO.ST = 1, HEXA-B.ST = 1, HM-B.ST = 1, INVE-B.ST = 1, NDA-SE.ST = 4, SAND.ST = 1, SEB-A.ST = 3, SHB-A.ST = 4, SINCH.ST = 4, SWED-A.ST = 2, VOLV-B.ST = 2.

I plan to get back to you with a performance overview soon, don’t worry. But until then take care.