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Indeksiltä (MSCI WORLD) toistuvasti pataan ottanut entinen osinko- ja arvosijoittaja. Vuodesta 2026 lähtien salkun pääpaino rahastoissa. Harrastus- ja verotuksellisista syistä 20 - 30% jäänee suoriin osakkeisiin pysyvästi.
- Salkusta 60% indeksirahastoissa
- Suorista omistuksista 25% osinkoyhtiöissä ja 14% kasvuyhtiöissä
- Kryptoilla ja metalleilla spekulointi max. 1-2% salkusta
(+ käteistä SVEA:lla n. ~8% portfoliosta)
Understand what you own and why you own it - clarity breeds conviction, even in the toughest markets.
Todellisia saavutuksia varallisuuden karttumisen myötä:
- Downshift 80% työaikaan v. 2024 lähtien
- Talvisin 1-2 kk Kaakkois-Aasiassa v. 2024 lähtien
AIKA ON IHMISEN TODELLISTA VARALLISUUTTA.
“Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.”
-B. Graham
“The trick is, when there is nothing to do, do nothing.”
-W. Buffet
"In professional tennis, the outcome is determined by the actions of the winner, who skillfully hits strong, well-aimed shots. Amateur tennis, however, is a loser’s game, where the victor often wins by making fewer mistakes, keeping the ball in play, and letting the opponent defeat themselves through unforced errors. Investing is like amateur tennis: long-term success comes from avoiding mistakes and minimizing costs, rather than trying to outsmart the market.
-C. Ellis
"There’s no such thing as a good or bad idea regardless of price."
-H. Marks
“Invert, always invert: Turn a situation or problem upside down. Look at it backward. Where don’t we want to go, and how do you get there? Tell me where I’m going to die so I don’t go there.
Instead of looking for success, make a list of how to fail instead – through sloth, envy, resentment, self-pity, entitlement, all the mental habits of self-defeat. Avoid these qualities and you will succeed.”
-C. Munger
Muut AOT:t 6/2026:
*Microsoft (MSFT)
*Amazon (AMZN)
*Alphabet A (GOOGL)
*Coca Cola (KO)
*Agree Realty REIT (ADC)
*Alexandria Real Estate Equities (ARE)
*VICI Properties Inc. (VICI)
*W.P. Carey (WPC)
*Brookfield Renewable A (BEPC)
*ONEOK (OKE)
*Lvmh Moet Hennessy Vuitton (MOH)
*Patria Investments A (PAX)
(+100🎉 10/2025)
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