The stock market profile Arne "Kavastu" Talving's basic portfolio crushed the index last year with an increase of 18.5 percent, compared to the broad OMXSPI index, which rose just under 6 percent. At the beginning of last year, he predicted a 20 percent rise for the Stockholm stock exchange in 2024. Now he predicts another rally and expects a double-digit rise in Stockholm in 2025, writes Dagens industri.

He does not want to give out a base portfolio for the full year, as he is a momentum investor - but he reveals his twelve largest holdings right now. The twelve stocks are: AAK, Lagercrantz, Mycronic, Raysearch, Betsson, Investor, Zinzino, Linc, Sobi, Medcap, Plejd and Bonesupport.

"The largest holdings may well look different in just a few months depending on how they develop, but all these stocks have good potential to outperform the index in 2025. This is the best I have right now," says Arne Talving to Di.

The twelve largest holdings together account for about 40 percent of Arne Talving's Swedish equity portfolio, which consists of a total of 81 companies.