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Aggressive Norway - model portfolio for Norwegian stocks

Explore the Aggressive Norway model portfolio, including performance, current holdings, risk profile, transactions, and benchmark comparison.

Rules-based research model

Data-driven model portfolio for Norwegian stocks

Aggressive Norway follows a rules-based strategy for Norwegian stocks. Review current holdings, every buy and sell, booked performance, risk, and the path versus ^OSEAX.

Decision support and model history, not a personal buy recommendation.
Investment universe
Norwegian stocks
Benchmark
^OSEAX
Holdings
3 / 3
Model holdings
Booked performance
Price basis
End-of-day prices

Portfolio return

Booked performance compared with the reference index.

Total return (gross, pre-tax)
12.16%
Since Jan 1, 2026
Benchmark ^OSEAX · 29.98%
Relative return -17.82%

Historical portfolio performance includes earlier holdings. Current holdings were entered from Oct 2, 2026.

Current value 112,160.17 NOK
Change Today 1,804.60 NOK
Cash left 151.69 NOK
Holdings 3 / 3

Latest model change

What changed in the latest rebalance.

Risk flags
+ 2 more flagged
Reserve candidate
Latest model trade
Buy ·

A reserve candidate is not a buy signal until the model opens a position.

Performance path

Current mark-to-market across stored runs.
Risk data since Jan 1, 2026
15.67%
32.09%
-21.59%
0.61
-17.82%

Annualized return scales a period shorter than one year and is not a forecast.

Chart period: Jan 1, 2026 - Oct 16, 2026 Start tracked: 0.00% Latest tracked: 12.16% Benchmark: ^OSEAX Benchmark return: 29.98% Data basis: Daily booked model value and benchmark return for the same dates.
Portfolio Benchmark: ^OSEAX

Sector split

Current portfolio exposure by sector, exchange, and concentration.
Technology · 40.0%
Technology 40.0%
Utilities 30.5%
Industrials 29.5%

Current holdings

3 holdings in the current build
Ticker Allocation Price Position Status
Arendals Fossekompani ASA OSL
Held · risk flag
27.82% Shares182.0000 186.50 NOK Entry price185.50 NOK 33,943.00 NOK Entry dateOct 2, 2026
Today 0.00%
Price since entry 0.54%
Primary signal Sector improving
Scatec ASA OSL
Held · risk flag
32.18% Shares344.0000 102.00 NOK Entry price108.00 NOK 35,088.00 NOK Entry dateOct 13, 2026
Today 0.00%
Price since entry -5.56%
Primary signal Sector backdrop weak
poLight ASA OSL
Held · risk flag
40.00% Shares2,678.0000 17.18 NOK Entry price16.76 NOK 46,008.04 NOK Entry dateOct 16, 2026
Today 0.00%
Price since entry 2.51%
Primary signal Sector backdrop weak
Build history Latest model portfolio builds and refreshes.
As of Holdings Current value Return Open
Success
Scheduled refresh
3 Holdings Invested capital: 115,796.28 NOK
115,039.04 NOK Cash left: 0.00 NOK
-0.65% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 115,796.28 NOK
115,039.04 NOK Cash left: 0.00 NOK
-0.65% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 119,111.15 NOK
126,088.00 NOK Cash left: 0.00 NOK
5.86% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 119,111.15 NOK
126,088.00 NOK Cash left: 0.00 NOK
5.86% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 119,111.15 NOK
126,088.00 NOK Cash left: 0.00 NOK
5.86% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,937.60 NOK Cash left: 0.00 NOK
4.19% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,937.60 NOK Cash left: 0.00 NOK
4.19% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,937.60 NOK Cash left: 0.00 NOK
4.19% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,937.60 NOK Cash left: 0.00 NOK
4.19% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
126,444.72 NOK Cash left: 507.12 NOK
4.17% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
127,002.02 NOK Cash left: 1,064.42 NOK
4.15% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
127,771.82 NOK Cash left: 1,834.22 NOK
4.13% Commission: 0.00 NOK