Estelles stock portfolio / Estellin portfolio dionica

I read in sparabloggen that the Swedish magazine Dagens Industri (DI), had made a stock portfolio for the future queen Estelle that she will get the day she turns 18. There are 10 stocks chosen and they are checked upon and changed if necessary only once a year. DI invested 100 000 kr (around 11-12 000 euro)  and until now with the strong stock market the money has increased by 80,89%. The dividends are reinvested in these 10 companies. This portfolio would probably fit most of us amateurs. Here are four things to think of when making such a portfolio:

  • choose 10 companies to have in your portfolio
  • choose quality company that are relatively stable
  • don´t touch the portfolio to often. Once or twice a year should do
  • Reinvest the dividends in the companiesestelleutveckling-diagram
    Procita u sparabloggen da su svedske novine Dagens Industri (DI) napravile jedan portfolio dionica za buducu kraljicu Estelle. Taj portfolio ce ona dobiti tog dana kad napuni 18 godina. 10 dionica su izabrane i jednom godisnje prelaze i mijenjaju ako smatraju da treba. DI su investirali 100 000 kr (oko 11-12 000 Eura) i sa berzom koja je zadnjih godina jaka i napredna bila taj novac je porastao u vrijednost sa citavih 80.89%. Dividende reinvestiraju u ovih 10 firmi. Ovaj portfolio pase vecini nas amatera i ako pravite ovakav portfolio mislite na slijede cetiri stvari:
  • izaberite 10 firmi
  • izaberite relativno stabilne kvalitetne firme
  • dirajte portfolio samo jednom ili dva put godisnje
  • reinvestirajte dividende u tih deset firmi

slike iz sparabloggen

pic. from sparabloggen