Most important of the week: Swaps SOBI for H&M in Model Portfolio Opportunity. The strengthening dollar swallows the entire tariff. CTT leaves Model Portfolio Quality
In this week's update: Swap SOBI for H&M in Model Portfolio Opportunity. The dollar strengthening swallows the entire tariff. CTT leaves Model Portfolio Quality, up 7.6% so far this year.
This week's most important: Betsson, Coor, Dynavox, Biogaia, Model Portfolio Quality +9% YTD
Strong start to the year for our Model Portfolio Opportunity. MedCap decline weighs on Model Portfolio Quality. No fuel for quick turnaround in Evolution's report
Most important of the week: Strong January for OMX and Model Portfolio Opportunities | Quality weaker | Patience with Evolution
Strong start to the year for our Model Portfolio Opportunity. MedCap decline weighs on Model Portfolio Quality. No fuel for quick turnaround in Evolution's report
The most important thing of the week: Outbreak in OMX + new stock cases coming in
Right so far from Incirrata's first lunch seminar | New cases in the works – this time Ovzon | Don't miss the next lunch seminar
Stock portfolio: Quality
The Incirrata Quality share portfolio is based on a quantitative screening to capture high-quality companies with stable growth and profitability, with a healthy balance sheet and return on capital, with an acceptable cash flow valuation.
Stock portfolio: Opportunity
Equity portfolio Opportunity focuses on creating returns through short-term mispricing where there is clear valuation support, misunderstood growth cases with clear triggers, companies with structural drivers.
Strategy portfolio
Incirrata's strategy is based on a model portfolio consisting mainly of shares and a smaller portion of selected products, for the best combination of long-term value growth and risk management. The portfolio has a Sharpe of 0.88 and average annual return of 14% per year.
Why US stocks?
The USA is not only the world's leading economic and political superpower but also the one that holds the greatest opportunities. With a unique combination of democracy, structure, military might, and entrepreneurial spirit, the country has repeatedly demonstrated its strength. However, one often overlooked factor is its unique geography – providing American companies with unparalleled conditions to continue succeeding.