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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

Accounting is booked through Oct 14, 2026. Latest model run is Oct 15, 2026.

Portfolio return

Booked performance compared with the reference index.

Total return (gross, pre-tax)
12.24%
Since Jan 1, 2026
Benchmark ^OSEAX · 29.57%
Relative return -17.34%

Historical portfolio performance includes earlier holdings. Current holdings were entered from Aug 11, 2026.

Current value 112,237.17 NOK
Change Today -1,149.40 NOK
Cash left 55.17 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
15.89%
32.10%
-20.25%
0.61
-17.34%

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

Chart period: Jan 1, 2026 - Oct 14, 2026 Start tracked: 0.00% Latest tracked: 12.24% Benchmark: ^OSEAX Benchmark return: 29.57% 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.
Industrials · 71.6%
Industrials 71.6%
Utilities 28.4%

Current holdings

1 holdings in the current build
Exchange All OSL
Ticker Allocation Price Position Status
Scatec ASA OSL
Held · risk flag
32.18% Shares344.0000 104.50 NOK Entry price108.00 NOK 35,948.00 NOK Entry dateOct 13, 2026
Today 0.00%
Price since entry -3.24%
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: 119,111.15 NOK
126,392.90 NOK Cash left: 0.00 NOK
6.11% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 119,111.15 NOK
126,392.90 NOK Cash left: 0.00 NOK
6.11% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 119,111.15 NOK
126,392.90 NOK Cash left: 0.00 NOK
6.11% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,732.70 NOK Cash left: 0.00 NOK
4.02% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,732.70 NOK Cash left: 0.00 NOK
4.02% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,732.70 NOK Cash left: 0.00 NOK
4.02% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
125,732.70 NOK Cash left: 0.00 NOK
4.02% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
126,239.82 NOK Cash left: 507.12 NOK
4.00% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
126,797.12 NOK Cash left: 1,064.42 NOK
3.99% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
127,566.92 NOK Cash left: 1,834.22 NOK
3.96% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
127,566.92 NOK Cash left: 1,834.22 NOK
3.96% Commission: 0.00 NOK
Success
Scheduled refresh
3 Holdings Invested capital: 120,872.55 NOK
127,566.92 NOK Cash left: 1,834.22 NOK
3.96% Commission: 0.00 NOK