BONCAPITAL

Kinnevik occupies approximately 20% of my total portfolio value. This is not a fluke! The reason why Kinnevik is my most significant asset is that I believe the company is exceptionally well managed and has an excellent long-term strategy which has revealed itself to be beneficial for their shareholders including myself. Kinnevik most substantial assets comprise of Millicom and Zalando which together constitute almost half of their NAV. Two companies which have during 2017 seen a positive overall growth rate even though Millicom didn't have it easy. Millicom Millicom International Cellular SA for people who don't know is an international telecommunications and media company. They are engaged in providing digital lifestyle services in various markets, through mobile and fixed telephony, cable, broadband, and television. Its segments include Latin America and Africa and operates its mobile businesses in Central America and Africa. If we look at Millicom's market

As I wrote in my previous post, the importance of having some spare cash when the market is seeing red is significant, especially when you believe the underlying cause for the drop is mainly fear of a market turmoil. For this exact reason, I decided to inject more capital into my portfolio which I felt was a smart move as I could buy more shares but for a lower price.  When the market opened this morning, many companies fell by at least -5%, so I jumped to the occasion and bought several more shares in Kinnevik and Castellum . I believe that Kinnevik is a company with excellent management, investment strategies, and high growth potential, whereas Castellum has a great history of dividend increases which is in line with my portfolio strategy.  To summarize what happened this morning and my feeling surrounding a sudden drop in the market, I want to share the quote below from John Paulson, an American investor, hedge fund manager and philanthropist. "Stock ma