Portfolios

We offer 6 model portfolios (2 are free, 4 are paid services) which you can subscribe to annually for 49 USD (you get access to all of them). To make it simple we make changes to the portfolios once per month: the first Sunday of the month. Changes are sent out by the monthly e-mail on the same Sunday.

These are our current portfolios:

  • The Scandinavian/Nordic Dividend Portfolio (free service)
  • The Unethical Portfolio (paid service)
  • The Ethical Portfolio (free service)
  • The Family Business Portfolio/The Insider Portfolio (paid service)
  • The International Dividend Portfolio (paid service)
  • The Berkshire Clone/Compounder Portfolio (paid service)

A brief description of the portfolios:

The Scandinavian/Nordic Dividend Portfolio:

Click here to access The Scandinavian/Nordic Dividend Portfolio (free service).

As the name implies, this portfolio only invests in stocks listed in one of the five Nordic countries (Norway, Sweden, Denmark, Finland, and Iceland). The portfolio seeks to invest in stocks that we believe are able to grow their dividend more than the inflation rate (CPI) over a business cycle, while maintaining the capital to keep up with inflation.

Because the portfolio is conservative, we expect it to lag in a bull market and outperform in a bear market.

The Unethical Portfolio (Sin Stocks):

Click here to access The Unethical portfolio (paid service).

The name of the portfolio describes pretty accurately what the portfolio aims at: to get exposure to companies that by most people are “unethical”. They are frequently referred to as sin stocks.

Why would you invest in so-called unethical stocks?

The answer is pretty simple: Sin stocks have historically outperformed the broad indices. The most obvious unethical industries include tobacco, alcohol, arms producers, gambling, cannabis, and sex, all industries that are unlikely to get disrupted. They also have a wide regulatory moat.

Please read more here:

The portfolio started with an imaginary 100 000 USD and 10 holdings on the 2nd of July 2020 and the performance so far looks like this per 1st of July 2022 (we pick stocks globally and the reference is Morgan Stanley Developed World Index – in the chart shown by the ETF with ticker code URTH). The portfolio currently has 11 positions.

We expect the portfolio to be fairly concentrated with around 8-12 positions at any time.

The Ethical Portfolio:

Click here to access The Ethical Portfolio (free service).

Because we have an unethical portfolio, we chose to include an ethical portfolio as well. However, our portfolio is a bit unorthodox.

The Family Business Portfolio (The Insider Portfolio):

Click here to access The Family Business Portfolio (The Insider Portfolio) (paid service).

Our family Business Portfolio (The Insider Portfolio) seeks to create alpha by investing alongside families that historically have performed well. These are companies that are controlled or owned by insiders or a family, or people who have real skin in the game. These owners have a real passion for their business and are not afraid of working outside normal office hours – they are not working for the paycheck. Interests are aligned with outside investors.

The portfolio started on the 28th of August 2020 with 15 holdings and the performance is shown below and updated on the 1st of July 2022 (we pick stocks globally and the reference is Morgan Stanley Developed World Index – in the chart shown by the ETF with ticker code URTH):

The International Dividend Portfolio:

Click here to access The International Dividend Portfolio (paid service).

This is a global portfolio of international dividend stocks where the aim is a growing dividend, not necessarily beating the Morgan Developed Stanley World Index (the ETF with ticker code URTH). The portfolio started with an imaginary 100 000 USD invested into 20 different stocks and the performance is measured in USD. This is the performance since inception (19th of May 2021) until the 1st of July 2022:

The Berkshire Clone/Compounder Portfolio:

Click here to access The Berkshire Clone/Compounder Portfolio (paid service).

The aim of the portfolio is to invest in “clones” or business models resembling the one of Berkshire Hathaway. We can call this portfolio the compounding portfolio because we prefer companies that can reinvest most of the earnings back into the existing business instead of paying out a dividend. To understand why please read these two articles:

We invested an imaginary 100 000 on the 19th of May 2021 in 22 different stocks and the performance is measured in USD. This is the performance since inception until the 1st of July 2022 (the benchmark is MSCI Developed markets – the ETF with ticker code URTH):

 

Disclaimer: We are not financial advisors. Please do your own due diligence and investment research or consult a financial professional. All articles and model portfolios are our opinions – they are not suggestions to buy or sell any securities. This is how we invest our own money. You are responsible for your own investment decisions. This webpage is for information only. 

>