Aktieportfölj 3

Vi rankar alla aktier med marknadsvärde över 200 MSEK och skapar aktieportföljer med de starkaste aktierna i varje bransch. Rankingen är en sammanställning av nyckeltal för värde, kvalitet och trend.

När perioden löper ut balanserar vi om aktieportföljerna. Detta genom att åter identifiera aktierna med högst ranking som vi tar in i våra aktieportföljer. Starka behålls, medan svaga byts ut. Vi nollställer också våra stopp-loss med nya startnivåer.

Medlemmar får mailutskick inför varje ombalansering.

Aktieportfölj 3 ombalanseras 3 gånger per år. Första ombalanseringen sker vid årsskiftet, och sedan var fjärde månad.

Portföljens nyckeltal

Andel positiva månader
Avkastning per år

Snittavkastning ALLA månader

 

Snittavkastning POSITIVA månader
Snittavkastning NEGATIVA månader

Utveckling innevarande år

Utan Stop Loss

Med Stop Loss

Ackumulerad utveckling

Utveckling från portföljstart

Månadsvis ackumulerad utveckling

Månadsvis utveckling i tabell

År-Månad
Portfölj utan SL
PORTFÖLJ UTAN SL ACK.
Portfölj med 20% SL
Portfölj med 15% SL
Portfölj med 10% SL
Portfölj med 5% SL
OMXPI
Period
2018 - 8-0.38%50.79%-0.19%2
2018 - 71.17%51.38%1.17%1.17%1.17%1.17%4.09%2
2018 - 6-0.95%49.63%-0.81%-0.91%-0.42%-1.11%0.22%2
2018 - 51.69%51.07%2.15%2.15%2.15%1.39%-0.82%2
2018 - 45.52%48.55%4.64%3.40%1.98%0.97%3.18%1
2018 - 3-2.77%40.78%-2.21%-1.67%-1.19%-1.20%-2.47%1
2018 - 20.23%44.79%0.07%-0.95%-0.92%-0.86%-0.77%1
2018 - 1-0.96%44.46%-0.75%-0.75%-0.94%-0.31%1.67%1
2017 - 12-1.56%45.87%-0.97%-0.15%-0.42%-1.20%-1.22%3
2017 - 11-3.12%48.17%-2.87%-2.34%-1.58%-0.94%-3.58%3
2017 - 101.81%52.95%1.81%1.75%1.74%2.73%1.96%3
2017 - 96.35%50.22%6.35%6.35%6.35%5.73%5.54%3
2017 - 80.15%41.25%0.55%-0.62%1.17%0.87%-0.81%2
2017 - 7-4.96%41.04%-4.96%-4.96%-4.96%-4.96%-3.03%2
2017 - 6-5.19%48.41%-5.19%-5.19%-5.19%-5.19%-1.96%2
2017 - 53.65%56.52%3.65%3.65%3.65%3.65%0.99%2
2017 - 48.67%51.01%8.67%8.67%8.67%8.67%3.51%1
2017 - 3-1.89%38.96%-1.89%-1.89%-1.89%-1.89%1.01%1
2017 - 25.74%41.65%5.74%5.74%5.74%5.74%2.93%1
2017 - 13.08%33.96%3.08%3.08%3.08%3.08%1.29%1
2016 - 123.70%29.95%3.70%3.70%3.70%3.70%2.98%3
2016 - 11-0.16%25.32%-0.16%-0.16%-0.16%-0.16%1.41%3
2016 - 101.81%25.52%1.81%1.81%1.81%1.81%-1.15%3
2016 - 95.27%23.29%5.27%5.27%5.27%5.27%1.80%3
2016 - 87.36%17.12%7.36%7.36%7.36%7.36%2.46%2
2016 - 711.76%9.09%11.76%11.76%11.76%11.76%5.44%2
2016 - 6-2.38%-2.38%-2.38%-2.38%-2.38%-2.38%-3.60%2

Resultaten redovisas utan hänsyn till courage

Aktuell aktieportfölj och tidigare innehav

Tidigare innehav

Visa tidigare innehav

ÅR - Per.
Aktie
Köp-kurs
Utdel-ning
Senast kurs
Utv i per.
SL 20% utlöst
Utv i per. 20% SL
SL 15% utlöst
Utv i per. 15% SL
SL 10% utlöst
Utv i per. 10% SL
SL 5% utlöst
Utv i per. 5% SL
2018 - 1Catella B19.8023.619.19%19.19%19.19%19.19%Ja-1.52%
Knowit155.54.75183.5518.04%18.04%18.04%18.04%18.04%
Kinnevik B277.30317.114.35%14.35%14.35%14.35%14.35%
Boliden280.68.25313.0511.56%11.56%11.56%11.56%11.56%
Axfood158.17162.957.50%7.50%7.50%Ja-8.00%Ja-8.00%
Nobina54057.76.85%6.85%6.85%6.85%Ja-5.74%
Uniflex20.81.6522.156.49%6.49%6.49%6.49%6.49%
SJR452.947.35.11%5.11%5.11%5.11%5.11%
SAS21.3021.943.00%3.00%Ja-15.31%Ja-11.41%Ja-5.63%
Klövern A10.870.110.91.20%1.20%1.20%Ja-9.84%Ja-5.70%
AB SKF B182.25.5178.050.74%0.74%0.74%Ja-8.81%Ja-5.60%
Eurocon7.107.10.00%0.00%0.00%0.00%0.00%
Drillcon6.9506.9-0.72%-0.72%-0.72%-0.72%-0.72%
Securitas B143.20142-0.84%-0.84%-0.84%-0.84%Ja-5.48%
New Wave54.5052.1-4.40%-4.40%-4.40%-4.40%Ja-4.95%
Industrivärlden A211.65.5198.4-6.24%-6.24%-6.24%-6.24%Ja-5.01%
Loomis B344.60320.2-7.08%-7.08%Ja-15.26%Ja-11.49%Ja-11.49%
Academedia64.75058.3-9.96%-9.96%Ja-15.83%Ja-10.89%Ja-6.56%
Mr Green54.25046-15.21%Ja-20.18%Ja-14.75%Ja-10.41%Ja-3.96%
Scandic117.75086.3-26.71%Ja-21.61%Ja-21.61%Ja-21.61%Ja-21.61%
2018 - 1 Total1.14%Ja1.15%Ja-0.20%Ja-1.15%Ja-1.82%
2017 - 3Avega AB28.4039.940.49%40.49%40.49%40.49%40.49%
Knowit AB1220155.527.46%27.46%27.46%27.46%27.46%
Drillcon AB6.608.3526.52%26.52%26.52%26.52%26.52%
HomeMaid AB15.3017.715.69%15.69%15.69%15.69%15.69%
Eurocon Consulting AB6.507.413.85%13.85%13.85%13.85%13.85%
SSAB AB40.35044.911.28%11.28%11.28%11.28%Ja11.28%
Creades AB27202989.56%9.56%9.56%9.56%9.56%
Sandvik AB131.30143.79.44%9.44%9.44%9.44%9.44%
SAS AB19.6021.38.67%8.67%8.67%8.67%8.67%
Scandic Hotels AB109.50117.757.53%7.53%7.53%7.53%Ja-4.11%
Klövern AB10.830.110.871.29%1.29%1.29%1.29%1.29%
VBG AB130.501321.15%1.15%1.15%1.15%1.15%
Investor AB371.60374.10.67%0.67%0.67%0.67%0.67%
Bulten AB1220122.50.41%0.41%0.41%Ja-6.97%Ja-7.17%
Granges AB88.25084.25-4.53%-4.53%-4.53%Ja-9.07%Ja-9.07%
Electrolux AB288.93.75264.3-7.22%-7.22%-7.22%-7.22%Ja-7.22%
Wise AB61051.5-15.57%-15.57%Ja-15.57%Ja-9.84%Ja-4.92%
Peab AB91.25070.6-22.63%Ja-20.55%Ja-14.96%Ja-11.78%Ja-22.63%
Clas Ohlson AB1586.25112.5-24.84%Ja-23.42%Ja-12.03%Ja-6.17%Ja-24.84%
JM AB2550186.9-26.71%Ja-20.00%Ja-16.27%Ja-10.78%Ja-26.71%
2017 - 3 Total3.63%Ja4.14%Ja5.17%Ja5.59%Ja2.97%
2017 - 2Drillcon AB5.250.36.631.43%31.43%31.43%31.43%31.43%
Avega Group AB ser. B25.31.328.417.39%17.39%17.39%17.39%Ja0.14%
Stille AB56.5061.58.85%8.85%8.85%8.85%8.85%
HomeMaid Hemservice AB ser. B15.91.0515.32.83%2.83%2.83%Ja-3.40%Ja1.60%
Caperio33.5033.4-0.30%-0.30%-0.30%-0.30%-0.30%
Peab96.83.691.25-2.01%-2.01%-2.01%-2.01%Ja-1.28%
Bulten AB1260122-3.17%-3.17%-3.17%-3.17%Ja-5.00%
Investor AB ser. B404.911371.6-5.51%-5.51%-5.51%-5.51%Ja-2.28%
Industrivärlden C2065.25188.2-6.09%-6.09%-6.09%-6.09%Ja-2.45%
Knowit AB130.50122-6.51%-6.51%-6.51%-6.51%Ja-5.00%
Loomis AB321.58289.8-7.37%-7.37%-7.37%Ja-7.51%Ja-2.51%
Svolder AB ser. B225.50206.5-8.43%-8.43%-8.43%Ja-10.00%Ja-5.00%
Skanska B211.90179.5-15.29%-15.29%Ja-15.00%Ja-10.00%Ja-5.00%
Nederman Holding AB2610220-15.71%-15.71%Ja-15.00%Ja-10.00%Ja-5.00%
Öresund1620136.5-15.74%-15.74%Ja-15.00%Ja-10.00%Ja-5.00%
JM AB311.80255-18.22%-18.22%Ja-15.00%Ja-10.00%Ja-5.00%
AllTele Allmnna Svenska Telefon23.81.517.5-20.17%Ja-13.70%Ja-8.70%Ja-3.70%Ja1.30%
Nobina543.139.7-20.74%Ja-14.26%Ja-9.26%Ja-4.26%Ja0.74%
GHP Specialty Care AB12.7509.25-27.45%Ja-20.00%Ja-15.00%Ja-10.00%Ja-5.00%
UTG AB46.9029.9-36.25%Ja-20.00%Ja-15.00%Ja-10.00%Ja-5.00%
2017 - 2 Total-7.42%Ja-5.59%Ja-4.34%Ja-2.74%Ja-0.49%
2017 - 1Knowit89.753.75134.2549.58%49.58%49.58%49.58%49.58%
Semcon46.002.2566.2544.02%44.02%44.02%44.02%44.02%
Alltele17.300.0023.837.57%37.57%37.57%37.57%37.57%
GHP 10.350.3013.0526.09%26.09%26.09%26.09%26.09%
Stille45.801.0057.525.55%25.55%25.55%25.55%25.55%
Acando25.900.0032.123.94%23.94%23.94%23.94%23.94%
Homemaid13.200.0015.920.45%20.45%20.45%20.45%20.45%
Investor B340.500.00404.918.91%18.91%18.91%18.91%18.91%
Loomis B271.100.00321.518.59%18.59%18.59%18.59%18.59%
Svolder B192.000.00225.517.45%17.45%17.45%17.45%17.45%
New Wave55.250.0062.7513.57%13.57%13.57%13.57%13.57%
Kabe B191.500.00213.511.49%11.49%11.49%11.49%11.49%
Avega22.700.0025.311.45%11.45%11.45%11.45%11.45%
Gränges86.000.00926.98%6.98%6.98%6.98%6.98%
BBTools191.000.002036.28%6.28%6.28%6.28%6.28%
Bure103.500.00109.55.80%5.80%5.80%5.80%5.80%
Skanska B215.108.25220.152.35%2.35%2.35%2.35%2.35%
KappAhl50.500.0051.251.49%1.49%1.49%1.49%1.49%
Wise67.500.0063.5-5.93%-5.93%-5.93%-5.93%-5.93%
Catella B22.900.0020.1-12.23%-12.23%-12.23%-12.23%-12.23%
2017 - 1 Total16.17%16.17%16.17%16.17%16.17%
2016 - 3Wise Group AB51.000.0067.532.35%32.35%32.35%32.35%32.35%
Acando AB ser. B19.700.0025.931.47%31.47%31.47%31.47%31.47%
Nilrngruppen AB ser. B59.500.0077.7530.67%30.67%30.67%30.67%30.67%
EnergyO Solutions Russia AB8.100.0010.2526.54%26.54%26.54%26.54%26.54%
Biotage AB36.900.0045.924.39%24.39%24.39%24.39%24.39%
KappAhl AB42.701.2551.7521.19%21.19%21.19%21.19%21.19%
Elanders AB ser. B96.509.20115.4519.64%19.64%19.64%19.64%19.64%
Bure Equity AB88.000.00103.517.61%17.61%17.61%17.61%17.61%
KABE AB ser. B167.000.00191.514.67%14.67%14.67%14.67%14.67%
Skanska AB ser. B187.700.00215.114.60%14.60%14.60%14.60%14.60%
Knowit AB79.500.0089.7512.89%12.89%12.89%12.89%12.89%
Catella AB ser. B22.400.0022.92.23%2.23%2.23%2.23%2.23%
B&B TOOLS AB ser. B188.000.001911.60%1.60%1.60%1.60%1.60%
resund, Investment AB152.000.00152.50.33%0.33%0.33%0.33%0.33%
NAXS AB49.900.0049.4-1.00%-1.00%-1.00%-1.00%-1.00%
Grnges AB87.000.0086-1.15%-1.15%-1.15%-1.15%-1.15%
GHP Specialty Care AB10.800.0010.35-4.17%-4.17%-4.17%-4.17%-4.17%
NOVOTEK AB ser. B19.500.0018.6-4.62%-4.62%-4.62%-4.62%-4.62%
Swedish Match AB305.200.00289.8-5.05%-5.05%-5.05%-5.05%-5.05%
Besqab AB234.000.00199-14.96%-14.96%-14.96%-14.96%-14.96%
2016 - 3 Total10.96%10.96%10.96%10.96%10.96%
2016 - 2MYCRONIC62.754.00105.7568.53%68.53%68.53%68.53%68.53%
GHP SPECIALTY CARE7.750.0010.839.35%39.35%39.35%39.35%39.35%
UNL TRAVEL GROUP25.000.0034.437.60%37.60%37.60%37.60%37.60%
BIOTAGE26.900.0036.937.17%37.17%37.17%37.17%37.17%
ELANDERS -B-72.250.0096.533.56%33.56%33.56%33.56%33.56%
BURE EQUITY70.002.009028.57%28.57%28.57%28.57%28.57%
DRILLCON3.350.454.225.37%25.37%25.37%25.37%25.37%
STILLE27.800.0034.423.74%23.74%23.74%23.74%23.74%
KABE HUSVAG -B-138.254.0017123.69%23.69%23.69%23.69%23.69%
CATELLA -B-18.700.602322.99%22.99%22.99%22.99%22.99%
B&B TOOLS -B-161.505.0019319.50%19.50%19.50%19.50%19.50%
WISE GROUP46.002.5053.516.30%16.30%16.30%16.30%16.30%
ACANDO -B-17.200.0019.714.53%14.53%14.53%14.53%14.53%
BILIA -A-192.000.0021813.54%13.54%13.54%13.54%13.54%
NAXS NORD ACCESS FD48.502.5052.48.04%8.04%8.04%8.04%8.04%
ROTTNEROS6.750.507.26.67%6.67%6.67%6.67%6.67%
SKANSKA -B-176.600.00187.76.29%6.29%6.29%6.29%6.29%
ENEA89.504.2094.455.53%5.53%5.53%5.53%5.53%
AXFOOD148.700.00152.12.29%2.29%2.29%2.29%2.29%
SOFTRONIC -B-9.300.508.65-6.99%-6.99%-6.99%-6.99%-6.99%
2016 - 2 Total21.31%21.31%21.31%21.31%21.31%
2016 - 1STILLE16.800.8028.670.24%70.24%70.24%70.24%70.24%
BREDBAND2 I SKANDI0.660.020.85529.55%29.55%29.55%29.55%29.55%
KABE HUSVAG -B-124.000.00138.2511.49%11.49%11.49%11.49%11.49%
ELANDERS -B-68.502.2074.458.69%8.69%8.69%8.69%8.69%
KNOWIT56.503.25617.96%7.96%7.96%7.96%7.96%
AXFOOD146.809.00157.77.43%7.43%7.43%7.43%7.43%
ACANDO -B-17.201.2018.46.98%6.98%6.98%6.98%6.98%
BILIA -A-192.007.50199.53.91%3.91%3.91%3.91%3.91%
GUNNEBO45.001.0045.20.44%0.44%0.44%0.44%0.44%
TETHYS OIL57.500.0057.50.00%0.00%0.00%0.00%0.00%
EOLUS VIND -B-24.001.5022.9-4.58%-4.58%-4.58%-4.58%-4.58%
TELIA COMPANY42.191.5039.85-5.55%-5.55%-5.55%-5.55%-5.55%
NAXS NORD ACCESS FD54.000.0048.5-10.19%-10.19%-10.19%-10.19%-10.19%
GRANGES -144A-S70.002.0061.25-12.50%-12.50%-12.50%-12.50%-12.50%
CATELLA -B-21.500.0018.7-13.02%-13.02%-13.02%-13.02%-13.02%
ROTTNEROS8.150.006.75-17.18%-17.18%-17.18%-17.18%-17.18%
CONCORDIA -B-19.500.0516.05-17.69%-17.69%-17.69%-17.69%-17.69%
2016 - 1 Total3.88%3.88%3.88%3.88%3.88%

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