Blogginlägget skrevs och publicerades av Sparaklokt.
Så ser portföljen ut inför 2023 Q2 med Investor och Lundberg, 2 stabila bolag med substansrabatt som största innehav. Har väl en riktlinje till att försöka öka i Svolder och kan tänka mig även öka Infracom och AOJ. Har för tillfället 35 st innehav och fortsätter att minska dessa. Totalt sett under d
Länk till hela inlägget hos Sparaklokt: Portföljen Q2 – Investor 19%
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