Norwegian
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Automatic build | National | Manual

Lav Risiko - Norge

Lavrisiko portefolje for Norge

Low risk National Automatic build Manual ask
Overview

Portfolio return

Live performance, benchmark context, and the portfolio shape right now.

Return 11.88%
Benchmark ^OSEAX | 17.11%
Holdings 6 / 7
Current value 111,878.84 NOK

Portfolio return

What changed in the latest rebalance and why it matters.

11.88%
Current value: 111,878.84 NOK | Change Today: 0.00 NOK
Current value 111,878.84 NOK
Change Today 0.00 NOK
Cash left 16,386.44 NOK
Last run Jan 1, 2026
Benchmark ^OSEAX
Holdings 6 / 7
Log in to follow Latest run Full transaction history

At a glance

Size, spread, benchmark, and cadence right now.

Benchmark ^OSEAX
Sector split Industrials | 50.6%
Exchange split OSL | 100.0%
Top 3 42.9%
Started Jan 1, 2026
Updated Jun 30, 2026
National Manual Low risk ask

Latest move

What changed in the latest rebalance.

Benchmark -5.23%
Risk now 1 | PEXIP.OL
Next buy NBX.OL
Latest action Buy | PEXIP.OL
Watch current risk

PEXIP.OL is the clearest holding under pressure right now.

Watch next buy

NBX.OL is first in line if the model opens a new slot.

Performance path

Current mark-to-market across stored runs.
11.88%
0.00 NOK
17.11%
-5.23%
Chart period: Jan 1, 2026 - Jul 7, 2026 Start tracked: 0.00% Latest tracked: 11.88% Benchmark: ^OSEAX Benchmark return: 17.11% Data basis: Daily booked model value and benchmark return for the same dates.
Portfolio Benchmark: ^OSEAX

Current holdings

6 holdings in the current build
Open
1
14.3%
Western Bulk Chartering AS
Industrials Latest price: 21.20 NOK
17,702.00 NOK Position value
2
14.3%
B2 Impact ASA
Financial Services Latest price: 24.55 NOK
16,104.80 NOK Position value
3
14.3%
Pexip Holding ASA
Technology Latest price: 82.20 NOK
15,618.00 NOK Position value
4
14.3%
Okeanis Eco Tankers Corp
Industrials Latest price: 532.00 NOK
15,428.00 NOK Position value
5
14.3%
Storebrand ASA
Financial Services Latest price: 188.70 NOK
14,529.90 NOK Position value

Sector split

Current portfolio exposure by sector, exchange, and concentration.
Industrials | 50.6%
Industrials 50.6%
Financial Services 32.7%
Technology 16.7%
Industrials 50.6%
Financial Services 32.7%
Technology 16.7%

Latest model update

What changed in the latest rebalance and why it matters.

Last run: Jan 1, 2026
Updated: Jun 30, 2026
Benchmark: ^OSEAX
Holdings: 6 / 7

Concentration

Current portfolio exposure by sector, exchange, and concentration.

Top position: 14.3%
Top 3: 42.9%
Sector split: Industrials | 50.6%
Exchange split: OSL | 100.0%

Latest action

Most recent adds, exits, and weight changes.

Latest action: Buy | PEXIP.OL
Next buy: NBX.OL
Risk now: 1 | PEXIP.OL
Relative return: -5.23%

Current holdings

6 holdings in the current build
6
14.3%
Industrials
OSL
Sector All Financial Services Industrials Technology
Exchange All OSL
Ticker Target weight Entry date Entry price Shares Latest price Position value Today Selection note
Western Bulk Chartering AS | OSL
14.29% 17.10 NOK 835.0000 21.20 NOK 17,702.00 NOK 0.00%
Sector: Industrials
Okeanis Eco Tankers Corp | OSL
14.29% 528.00 NOK 29.0000 532.00 NOK 15,428.00 NOK 1.53%
Sector: Industrials
AF Gruppen ASA | OSL
14.29% 175.00 NOK 73.0000 196.40 NOK 14,337.20 NOK -1.21%
Sector: Industrials
Storebrand ASA | OSL
14.29% 173.00 NOK 77.0000 188.70 NOK 14,529.90 NOK 0.53%
Sector: Financial Services
Pexip Holding ASA | OSL
At risk
14.29% 82.80 NOK 190.0000 82.20 NOK 15,618.00 NOK -2.84%
Sector: Technology
B2 Impact ASA | OSL
14.29% 24.00 NOK 656.0000 24.55 NOK 16,104.80 NOK 0.41%
Sector: Financial Services
Performance history Stored runs ranked by what they would be worth today.
Jan 1, 2026 0.00%
Initial build | Current value: 100,000.00 NOK
Build history Latest model portfolio builds and refreshes.
Run type Status As of Created Holdings Invested capital Cash left Current value Return Commission Open
Initial build Success Jan 1, 2026 Jun 30, 2026 7 99,534.80 NOK 465.20 NOK 100,000.00 NOK 0.00% 0.00 NOK Open