[What are you buying today?]

Vrla.pa 

[Great podcast episode recommendation thread]

Soundings: Yvon Chouinard - The Surfers Journal

 

I enjoyed this one with Yvon Chouinard (founder of Patagonia).

[what are you selling today?]

Sold most of my HAL.AS, EXO.AS and HYDRA.AS, added the proceeds to GDWN.L and FFH.TO. 

[What are you buying today?]

Last week I bought small positions in Vidrala (VID.MC), Verallia (VRLA.PA) and Heineken Holding (HEIO.AS).

[Share your Portfolio 2023!]

Hi there,

 

I’m new to the forum, so maybe its good to give a short introduction before getting on topic. After lurking for a couple of years (& getting a lot of value) I decided to get a membership. I found the forum trough my Fairfax research. 

 

I’m 35 years old, married and have two kids. I live in Holland and invest part time. I work in real estate and before that in banking and insurance. 

 

Now the get on topic. 

 

My portfolio has 7 meaningful (95% of pf) positions.

1. Hal Trust 
2. Investment Latour AB
3. Hydratec NV
4. Exor NV
5. FRP Holdings 
6. Goodwin PLC 
7. Fairfax Financial