Nine years ago, Dagens industri created a portfolio of ten low-risk Swedish stocks for Torbjörn, who wanted to invest in stocks for his daughter, who was ten years old at the time. He planned to keep the stocks for ten years, so he could give her a sum of money on her 20th birthday.
Last year, measured from January 8, 2025 to January 12, 2026, the portfolio delivered a strong total return of 23 percent, significantly outperforming the benchmark index SIX RX, which rose 14 percent.
"This year, we are making no changes to Torbjörn's portfolio. There is no reason to change a good portfolio just for the sake of it," the newspaper wrote in an update on Wednesday, noting that the portfolio will reach its target in one year.
The portfolio consists of Nordea, Tele2, Handelsbanken, Sampo, Astra Zeneca, Volvo, Investor, Assa Abloy, Atlas Copco, and Lundbergs. Since inception, the portfolio has returned 218 percent based on an equally weighted average, which is also clearly better than the benchmark index, which has increased by 149 percent. Meanwhile, inflation, measured by CPI, has been 32 percent over the nine-year period.
AB Volvo is the leading European truck maker and No. 3 worldwide. Net sales break down by activity as follows:
- sales of trucks (68.4%): 219,377 vehicles sold in 2024 (names Volvo, Renault, Eicher and Mack);
- sales of construction equipment (16.8%): excavators, loaders, backhoes, hydraulic shovels, graders, dump trucks, etc.;
- financial services (5.1%);
- bus and chassis sales (4.7%): world's No. 2 largest manufacturer;
- sales of parts, control systems, and marine and industrial motors (3.8%): for commerce and cruise ships and for industrial applications (irrigation units, lifting trucks, electrical generators, etc.);
- other (1.2%).
Net sales are distributed geographically as follows: Europe (41.1%), North America (30.8%), Asia (11.2%), South America (10.7%), Africa and Oceania (6.2%).
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