Investtech - norsk modelportefølje 7.4.
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Jeg så gennemgangen af InvestTechs norske modelportefølje mv. og I får lige et kort referat.
I modelporteføljen ligger : Norsk Hydro, Storebrand (har jeg), Sparebank 1 nor-nor, Entra, Weifa, Wilh. Wilhelmsen Hold og Atea.Deres trading-ideer er : Odfjell Drilling, Opera, Wallenius Wilhelmsen, Norsk Hydro og Atea. Alle med 8 point af 9.
På bobler-listen findes : Aker Solutions (7), Golden Ocean Group (7), Sparebank 1 nord-nor (7), Ekornes (7), Jinhui Shipping (7), Tomra Systems (6), Subsea 7 (6), African Petroleum (6), Gaming Inovation (5), Kongsberg Automotive (4).
Hold-dig-væk porteføljen består af : Songa, Badger Explorer, Seadrill, Thin Film, Sevan, Norwegian Finans, Nordic Semiconductor, XACT Bear, XACT Bull.
Jeg finder InvestTechs tilgang interessant pga. kombinationen af insider-køb og forskellige tekniske aspekter. Jeg har tidligere købt på flere af deres anbefalinger med god performance.
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