FIRE 2018 August (English)
1. The Hamster Wheel
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| Treking Isojärvi National Park with friends |
1.1 Net Savings percentage from my earnings
- 2017: 50.72%
- 2018: 40.27% (this years goal is 60%)
- 2017: 50.72%
- 2018: 40.27% (this years goal is 60%)
1.2 FIRE
Savings and investments grew well in August.
FIRE (Financial Independence Retire Early) situation 2023 - 2v (of work insurance) = 2020
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FIRE (Financial Independence Retire Early) situation 2023 - 2v (of work insurance) = 2020
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2. Investments
2.1 Investments
The earning season Q2 has now ended. Only Privatnet Group Plc earned its results under the keel. In August Apple Inc also became the first trillion dollar company and also the first in my portfolio. It is now expected that Amazon will follow suit.
Helsinki Stock Exchange
Germany dax30
Usa Nasdaq
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| Germany dax30 |
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| Usa Nasdaq |
2.2 Investment Diary
Sales:
- Outokumpu Oyj
- Profit 6%
- I will buy back if drops to 4€. The money was earmarked for Lehto Group Plc's purchase.
- Qualcomm
- Profit 16.6%
- The knocked down QCOM size in the portfolio for the second time about the same amount. The money will soon be used for the next purchase of the Chinese shopping list.
Purchasing:
- Lehto Group Oyj
- The Lehdon course has dwindled from the previous small purchase in March by over 20%. The result of the publication was calculated by guiding 10% of operating profit to 8-9% of operating profit. The course fell by 12%, which I see as a tough overreact. The causes of over-reaction are building a cycle of "clear falling signs" and a sloping growth slump. Now starting this 20-30% growing and one of the most modern building companies to be P / E and other values at a good price. Position 2.5x folded.
- Alibaba
- The 2018 shopping list theme has been China. The prices of the big Chinese companies are now falling for a couple of months. Because of the fact that I had invested the Chinese consumer market twice already with JD.com purchases, and now I wanted to break up a bit that the Chinese emerging consumer is now invested with Alibaba. Alibaba 10x is larger than JD.com, but at the same time it is very different. Alibaba does not build large logistics centers, as JD.com (the Amazons of Imitations), but it is a sales platform for small and medium-sized Chinese companies to enter the market and sell globally. As the Chinese companies still grow, Alibaba is growing at an accelerated pace of 2018 with revenue increasing by 61% and eps by 41%, but unlike JD.com P / E, only 45.
- Suomen Hoivatilat Oyj
- China as a counterweight to shopping and stock exchanges after a good H1 result, bought a safe haven stock as a share in Suomen Hoivatilat. In the heat of the stock market, the US stocks had the longest boom in history. Suomen hoivatilat have a 100% occupancy rate and average contract duration for lease contracts over 14 years. This occupancy rate is well over the next downturn. Analysts will still be the target of more and the price of 9.10 €. If all goes well, then a positive course development can be expected. Dividend from 1.97 € since 2017 and after the growth phase of the company, a good growing dividend.
Dr Sebu Feelgood
Sales:
- Outokumpu Oyj
- Profit 6%
- I will buy back if drops to 4€. The money was earmarked for Lehto Group Plc's purchase.
- Qualcomm
- Profit 16.6%
- The knocked down QCOM size in the portfolio for the second time about the same amount. The money will soon be used for the next purchase of the Chinese shopping list.
Purchasing:
- Lehto Group Oyj
- The Lehdon course has dwindled from the previous small purchase in March by over 20%. The result of the publication was calculated by guiding 10% of operating profit to 8-9% of operating profit. The course fell by 12%, which I see as a tough overreact. The causes of over-reaction are building a cycle of "clear falling signs" and a sloping growth slump. Now starting this 20-30% growing and one of the most modern building companies to be P / E and other values at a good price. Position 2.5x folded.
- Alibaba
- The 2018 shopping list theme has been China. The prices of the big Chinese companies are now falling for a couple of months. Because of the fact that I had invested the Chinese consumer market twice already with JD.com purchases, and now I wanted to break up a bit that the Chinese emerging consumer is now invested with Alibaba. Alibaba 10x is larger than JD.com, but at the same time it is very different. Alibaba does not build large logistics centers, as JD.com (the Amazons of Imitations), but it is a sales platform for small and medium-sized Chinese companies to enter the market and sell globally. As the Chinese companies still grow, Alibaba is growing at an accelerated pace of 2018 with revenue increasing by 61% and eps by 41%, but unlike JD.com P / E, only 45.
- Suomen Hoivatilat Oyj
- China as a counterweight to shopping and stock exchanges after a good H1 result, bought a safe haven stock as a share in Suomen Hoivatilat. In the heat of the stock market, the US stocks had the longest boom in history. Suomen hoivatilat have a 100% occupancy rate and average contract duration for lease contracts over 14 years. This occupancy rate is well over the next downturn. Analysts will still be the target of more and the price of 9.10 €. If all goes well, then a positive course development can be expected. Dividend from 1.97 € since 2017 and after the growth phase of the company, a good growing dividend.
Dr Sebu Feelgood
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