Var Energi

Hi getquin community :)

I'm currently trying to decide on a relatively simple approach that should give me good exposure to growth stocks, while at the same time getting a decent amount of dividends for psychological reasons as I want to motivate myself. In the future I may avoid individual stocks, but for now the stocks I've chosen are there to give me more exposure to the energy and real estate sectors and more dividends.

My portfolio goal is:

$CSPX (+0,87 %) - 25%

$TDIV (+0,93 %) - 25%

$EXXT (+0,75 %) - 25%

$SDHY (+0,54 %) - 5%

$O (+0,98 %) - 10%

$VAR (+2,6 %) 5%

$HAUTO (+3,63 %) - 5%

Ideas/feedback are very welcome!

Edit: translated into German (please forgive any mistakes) and simplified my post as it was too confusing.

Position full for now with 7700 shares. I expect demand for commodities/oil to continue until at least early/mid 2026.

Major shopping spree January 2024

Share/ETF number 5/18

Enough oil in the portfolio in the short term. More will be added in the longer term.

Thus 5,816 shares. The longer-term target is 10,000.

Purchase for the purpose of rebalancing 2/2

Oil year 2024 Purchase 2 of 2

Oil year 2024 Purchase 1 of 2

Scandinavian stocks with dividend payouts wanted

Hello everyone,

somehow I like Scandinavian stocks with dividend payouts and now I would like to know from you if you have a company in your portfolio or in mind which interests you. If there is a REIT from Sweden, Norway, Finland... that I don't know, then that would also be great information. Stocks from other segments are also welcome.

So that I can give something back to the community, my favorite stocks (in which I am also invested) including a "blurb" from Trade Republic:

$KCC (+1,35 %) - "Klaveness Combination Carriers ASA is a Norway-based fleet operator. The company owns and operates combination carriers that can switch between dry and wet freight transportation. Its fleet consists of 16

vessels, eight CABU vessels and eight CLEANBU vessels. The CABU (Caustic Soda-Bulk) and CLEANBU (Clean Petroleum Product-Bulk) vessels mainly transport Clean Petroleum Products (CPP) or Caustic Soda Solution (CSS) from refineries and production facilities in the Middle East/India, the Far East or the United States Gulf to end users or traders in Australia and South America, the world's major dry bulk export centers. On the return journey, the combination carriers transport bulk goods such as alumina, bauxite, grain, salt, iron ore and coal."

$HAUTO (+3,63 %) - "Hoegh Autoliners ASA is a Norway-based company operating in the international shipping industry.

Hoegh Autoliners ASA is a holding company and business is conducted through the company's operating subsidiaries. The group is a provider of roll-on-roll-off (RoRo) transportation services. The company offers its customers safe ocean transportation of RoRo cargo such as cars, high and heavy machinery, breakbulk, Car Equivalent Units (CEU) and other rolling and static cargo."

$VAR (+2,6 %) - "Spinnoff" from ENI - "Var Energi ASA is a pure upstream oil and gas company based in Norway. It operates four fields on the Norwegian Continental Shelf (NCS), located in the Barents Sea, the Norwegian Sea and the North Sea. The company's objective is the exploration, development and production of hydrocarbons. Var Energi is involved in large-scale national projects aimed at developing and demonstrating ways to reduce greenhouse gas (GHG) emissions. The company holds ownership interests in more than 30 partner-operated fields."

$VALMT (+0,67 %) - "Valmet Oyj is a Finland-based company that develops and provides services and technologies for the pulp, paper and energy industries. The company's services cover the entire cycle from maintenance outsourcing to mill and plant improvements and spare parts. The

company operates in four business segments: Services, Pulp and Energy, and Paper, which includes the development of products and services and global customer projects in the paper, pulp, tissue, paper and board, and bioenergy industries; and the Automation segment, which includes process automation. The company operates both domestically and overseas, including South, Central and North America, China, Asia and Europe."

I am still looking for the "right" entry point for these stocks: $YAR (+0,61 %)
$ELK (+1,81 %)

If you have any questions about the values, I can certainly go into them in more detail.

Thank you very much.