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Showing posts from July, 2023

Summer, sunshine, and finally some PHARMA

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Here follows my July investments, kindly appointed by my favourite ParaTopia investment strategy. Unit-wise, entering the market today includes: ATCO-A.ST = 3, AZN.ST = 1, ERIC-B.ST = 2, HEXA-B.ST = 4, HM-B.ST = 3, INVE-B.ST = 2, NDA-SE.ST = 2, SEB-A.ST = 2, SHB-A.ST = 2, SWED-A.ST = 1, and VOLV-B.ST = 2.  I have always felt personally attracted to the Pharma industry and not less so to Astra Zeneca. Can’t wait to see how this exiting allocation turns out!

Back to another close-cut business

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After a brief but well-deserved vacation (in Greece for those who cares), its time for another performance update on my ParaTopia investments.  As you can see above, following a couple of rather turbulent months, my strategy is finally converting to an almost competitive option compared to the market .  During June, this is much thanks to HM-B.ST and SBB-B.ST. Meanwhile, the heavy investments in ATCO (see A lot of ATCO ) still have some way to go before starting to pay off.