Market update 20/9 – cash position now 30 %

We have temporarily chosen to sell our positions completely in the companies below ( sell order has been executed today 20/9) to have some dry powder for anticipated market turbulence. We aim to rebuy these positions in full within 4-8 weeks. Rarely do we try to time markets so this course of action is not

By |2022-01-25T09:50:27+01:00september 20th, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Market update 20/9 – cash position now 30 %

Portfolio update august 2021

Best monthly performers Biofrigas Option 1 : + 28 % Environmental Waste International: + 21 % Desert control: + 17 % Worst monthly performers Newlox Gold Ventures Corp: – 19 % Nuvve Holding Corp: – 13 % Absolicon Solar Collector: – 12 % Current positions with monthly performance for August 2021 Absolicon Solar Collector – Down

By |2022-01-25T09:51:37+01:00september 3rd, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Portfolio update august 2021

ESGFIRE portfolio update 1/8 2021 and new positions!

Best monthly performers Newlox Gold Ventures Corp + 30 % Cielo Waste Solutions + 27 % Clear Blue Technologies + 21 % Char Technologies +20 % Worst monthly performers Nuvve Holding Corp – -14 % Vicinity Motor Corp- -14 % Solarvest BioEnergy –12 % Absolicon Solar Collector — 12 %   Current positions Absolicon Solar

By |2022-01-25T09:52:31+01:00augusti 2nd, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för ESGFIRE portfolio update 1/8 2021 and new positions!

You asked for it ! Portfolio update as of June 2021

It’s been a while since we last gave an update on our ESG portfolio. Since our last update we have been active in our reallocation of funds. New additions have been made and old positions have left our portfolio. Moving forward we will aim to update our readers on our portfolio atleast once a month,

By |2022-01-25T09:54:07+01:00juni 22nd, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för You asked for it ! Portfolio update as of June 2021

Portfolio update 23/3 2021

As stated in yesterdays portfolio update I sold off part of my position in Enzymatica. Today I have bought back the majority of these shares below 10 sek. Analyst house Erik Penser has lowered the target price to 16-17 SEK which is still quite appealing compared to the current share price of around 10 SEK ( at time

By |2022-01-25T09:57:46+01:00mars 23rd, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Portfolio update 23/3 2021

Temporary portfolio reallocation

Company: Enzymatica Ticker: $ENZY List: First north sweden Business: Cold medication preventive Due to a cold shower press release from enzymatica today I have decided to temporarily sell some of my position. Management concludes that the COVID effect has temporarily drastically decreased the cold market in Europe and guidance has been lowered for 2021. New

By |2022-01-25T09:57:50+01:00mars 22nd, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Temporary portfolio reallocation

Weekly ESG portfolio update

ESG PORTFOLIO UPDATE Performance last week : 2021-03-08– 2021-03-14 ESGFIREAT40 Portfolio: +25,76 %  Dow Jones: +4,1 % Nasdaq +3,09 % OMXSPI:+ 3,12 % Performance YTD: ESGFIREAT40 Portfolio: +171 %  Dow Jones: +7,1% Nasdaq: +3,35% OMSXPI: +12,47 % Top performers: Environmental Waste Internation $YEWTF / $EWS + 26 % Grande West Transportation $BUS/$BUSXF + 24 % Cielo Waste

By |2022-01-25T09:58:25+01:00mars 15th, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Weekly ESG portfolio update

My thoughts on the market turbulence

So why are the markets falling? The federal reserve bank in USA controls short interest rates but the market controls among other the 10 year yield . Anticipated growth and inflation has pushed 10 year yield higher meanwhile it’s closed the gap to the yield on stocks on the big USA indexes causing selling pressure.

By |2022-01-25T09:58:50+01:00mars 5th, 2021|Categories: All Posts, Portfolio, Vicinity Motor Corp|Kommentarer inaktiverade för My thoughts on the market turbulence

Extreme weekly portfolio update

ESG PORTFOLIO UPDATE Performance last week : 2021-02-22 – 2021-02-28 ESGFIREAT40 Portfolio: +52 %  Dow Jones: -1,8 % Nasdaq -5 % Performance YTD: ESGFIREAT40 Portfolio: +111 %  Dow Jones: +2,36% Dow Jones: +1% Top performers: Cielo Waste Solutions $CMC.CN / $CWSFF + 252 % Blue Bird Corp $BLBD + 17 % Underachievers: Grande West Transportation $BUS / $BUSXF

By |2022-01-25T09:59:05+01:00februari 28th, 2021|Categories: All Posts, Portfolio|Kommentarer inaktiverade för Extreme weekly portfolio update

ESG coverage update

I have previously owned shares in the Swedish cleantech company Climeon. Climeon produces heat power systems, converting waste heat and geothermal heat into clean electricity. I will not be doing a longer post about this company since I do not currently hold any position however since they provided an update today I wanted to give

By |2022-01-25T09:59:18+01:00februari 24th, 2021|Categories: All Posts, Portfolio, Vicinity Motor Corp|Kommentarer inaktiverade för ESG coverage update
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