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Why Retaining Earnings Makes More Sense Than Dividend Distributions

Posted on August 17, 2020December 22, 2020 by Oddmund Groette

I have written numerous articles about dividends and compounding. To sum up, in order to create the biggest amount of wealth, you would want to

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Dividend Investing
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How Did The All Weather Portfolio Perform During Covid-19?

Posted on August 13, 2020November 18, 2020 by Oddmund Groette

This week I came across this blogpost by Nick Maggiulli about The All Weather Portfolio. What is The All Weather Portfolio? Maggiuli’s blog post is

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Kone – Profit From Urbanization And The Oligopoly Market

Posted on August 11, 2020November 22, 2020 by Oddmund Groette

Introduction and summary: This is what makes Kone, a Finnish elevator company,  a potentially good investment: The industry is close to an oligopoly – just

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Nordic Stocks
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The Complete List Of Finnish ADRs

Posted on August 9, 2020December 17, 2020 by Oddmund Groette

Finnish ADRs Finland has per capita output quite similar to that of France, the United Kingdom, and Germany- basically the other western European economies. Known

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The Complete List Of Danish ADRs

Posted on August 9, 2020December 17, 2020 by Oddmund Groette

Danish ADRs Denmark stands at 39th in the largest national economy globally, analyzed by the nominal gross economy (GDP) and 60th largest in the world

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Why Tobacco Stocks Outperform

Posted on August 6, 2020December 4, 2020 by Oddmund Groette

Some months ago I wrote an article about the historical performance of so-called “sin stocks”. Tobacco companies have performed the best in the US, and

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Why I’m Long Gjensidige – The Norwegian Insurer

Posted on August 4, 2020November 22, 2020 by Oddmund Groette

Gjensidige, for non-native speakers an unpronounceable name, is a quality Norwegian insurer. I’ve been long since the IPO in 2010, and below I briefly bring

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Why We Can Expect Lower Returns Over The Next Decade

Posted on July 28, 2020November 14, 2020 by Oddmund Groette

2010-2020 produced better returns than the historical averages: From the start of 2010 until today, 27th of July 2020, S&P 500 returned 250% (dividends reinvested),

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Don’t Invest Only For Dividend “Income”

Posted on July 27, 2020December 22, 2020 by Oddmund Groette

I don’t think you should ever invest for income. It is a mistake…….. You shouldn’t just invest for dividends, you should invest in businesses that

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Is Altria A Good Investment At A P/E Of Ten?

Posted on July 23, 2020December 4, 2020 by Oddmund Groette

Altria is included in the Unethical Portfolio. Altria is a legendary tobacco company that was split in two in 2008 when Philip Morris became the

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Board Games And Investing

Posted on July 22, 2020November 14, 2020 by Oddmund Groette

I currently reread Victor Niederhoffer’s The Eduction of A Speculator. I regard this book as one of the best I have ever read. It’s not

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Inspirational Quotes
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The Scandinavian/Nordic Dividend Portfolio

Posted on July 21, 2020January 2, 2021 by Oddmund Groette

Before you continue reading we want to emphasize that the portfolio below is no recommendation to buy or sell the mentioned securities. We are no

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How To Calculate The Dividend Yield On Your Portfolio (Dividend Growth Investing)

Posted on July 20, 2020December 20, 2020 by Oddmund Groette

Dividend investing has become very popular. We believe this boils down to three factors: Dividends are a major source of the total returns. Research indicates

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Admiral Plc – The “Different” Insurer

Posted on July 16, 2020November 14, 2020 by Oddmund Groette

This article contains some brief notes on Admiral Plc, a UK insurance company listed on London Stock Exchange with the ticker code ADM. It’s included

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WR Berkley – The Rare Combination Of Both Able Operators And Allocators

Posted on July 13, 2020November 13, 2020 by Oddmund Groette

We buy back stock when we think it’s attractively priced relative to our assessment of the intrinsic value of the enterprise. – Robert Berkley on

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Essity – The Swedish Consumer Staple

Posted on July 9, 2020November 22, 2020 by Oddmund Groette

Essity is a Swedish consumer staple listed on Stockholm Stock Exchange with the ticker Essity. It has dual share-listing where the A-shares carry more voting

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The Ethical Portfolio

Posted on July 8, 2020November 13, 2020 by Oddmund Groette

I’m wealthy enough where I don’t need to own a tobacco company & deal with the consequences of public ownership. -Warren Buffett. ESG investing is

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The Unethical Portfolio

Posted on July 5, 2020January 4, 2021 by Oddmund Groette

Before you continue reading I  want to emphasize that the portfolio below is no recommendation to buy or sell the mentioned securities. I’m no investment

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Entra – A Safe Haven?

Posted on July 3, 2020November 22, 2020 by Oddmund Groette

Introduction and summary: Entra is included in our portfolio called the Scandinavian/Nordic dividend portfolio. Entra (Eiendom) (ticker code is Entra) is a Norwegian real estate

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Expected Returns In A Zero Interest Rate Policy (ZIRP) Environment – Which Asset Class Is Best

Posted on July 2, 2020January 5, 2021 by Oddmund Groette

The last decade has produced fantastic returns in most global asset classes (commodities excluded), helped by enormous interventions by central banks. Can we expect similar

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Should You Invest In Stocks Or Real Estate (Or Both)?

Posted on June 30, 2020November 14, 2020 by Oddmund Groette

Most people invest in real estate, perhaps quite logically since this is a very easy business model to understand. Equity (stocks) is perceived as riskier

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How Many Dividend Stocks Should You Own?

Posted on June 29, 2020December 30, 2020 by Oddmund Groette

Like most things in the world, everyone has their opinion on basically everything. Why would dividend stocks be any different? Most commonly asked questions while

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Dividend Investing
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The Importance Of Diversification

Posted on June 22, 2020November 14, 2020 by Oddmund Groette

Harry Markowitz won the Nobel Prize in 1990 for his work in showing mathematically how you can both reduce risk and create better returns by

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How Much Can You Pay For A Quality Company And Still Make High Returns?

Posted on June 19, 2020November 14, 2020 by Oddmund Groette

Introduction and summary: In an article a few weeks back I wrote an article about the logic behind buying shares in quality companies, given that

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Why The Mental And Behavioral Aspects Are Equally Important As The Strategy

Posted on June 16, 2020November 14, 2020 by Oddmund Groette

No matter how good strategies you have, they are most likely worthless if you can’t execute them properly. What looks like a piece of cake

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