The future looks exceptionally bright, anchored by the strength and strategic balance of our current holdings. We have deliberately spread our investments across specialized funds in key areas to mitigate risk and capture growth opportunities globally:
This balanced approach—combining the growth potential of global and small-cap equities with the stability and hedging power of real estate and precious metals—is designed to deliver superior, risk-adjusted returns over the long run.
We are confident that our careful and strategic fund selection will continue to safeguard your financial future while successfully building substantial long-term value.
Thank you for your continued trust and partnership. We look forward to sharing our next milestone with you.
| Fond | Andel |
|---|---|
Protean Aktiesparfond Norden A | 27,66% |
Avanza zero | 24,04% |
Avanza global | 20,22% |
Evli Silver and Gold B | 7,41% |
AMF Aktiefond Småbolag | 6,99% |
Lannebo Fastighetsfond E | 6,87% |
Spiltan Räntefond Sverige | 6,80% |
| // TOTALT | 100,00% |
The future looks exceptionally bright, anchored by the strength and strategic balance of our current holdings. We have deliberately spread our investments across specialized funds in key areas to mitigate risk and capture growth opportunities globally:
This balanced approach—combining the growth potential of global and small-cap equities with the stability and hedging power of real estate and precious metals—is designed to deliver superior, risk-adjusted returns over the long run.
We are confident that our careful and strategic fund selection will continue to safeguard your financial future while successfully building substantial long-term value.
Thank you for your continued trust and partnership. We look forward to sharing our next milestone with you.
| Fond | Avkastning | Graf |
|---|---|---|
Protean Aktiesparfond Norden A | +3,62% | |
Avanza zero | +4,35% | |
Avanza global | −1,92% | |
Evli Silver and Gold B | +24,90% | |
AMF Aktiefond Småbolag | +1,47% | |
Lannebo Fastighetsfond E | +0,75% | |
Spiltan Räntefond Sverige | +0,19% | |
| // TOTALT (VIKTAT SNITT) | +2,12% |
| Fond | Avkastning | Graf |
|---|---|---|
Avanza Zero NY | — | |
Protean Aktiesparfond Norden A | — | |
Avanza Global | — | |
Spiltan Aktiefond Investmentbolag NY | — | |
Protean Small Cap NY | — | |
| // TOTALT (VIKTAT SNITT) | FYLL I |