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Low risk | standard
Automatic build | National | Scheduled

Lav Risiko - Norge

Low risk National Automatic build Scheduled standard
Overview

Portfolio return

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

Return 32.15%
Benchmark ^OSEAX | 22.73%
Holdings 7 / 7
Current value 132,145.62 NOK

Portfolio return

What changed in the latest rebalance and why it matters.

32.15%
Current value: 132,145.62 NOK | Change Today: 0.00 NOK
Current value 132,145.62 NOK
Change Today 0.00 NOK
Cash left 70.22 NOK
Last run Apr 16, 2026
Benchmark ^OSEAX
Holdings 7 / 7

At a glance

Size, spread, benchmark, and cadence right now.

Benchmark ^OSEAX
Sector split Industrials | 45.4%
Exchange split OSL | 100.0%
Top 3 42.9%
Started Jan 1, 2026
Updated Apr 16, 2026
National Scheduled Low risk standard

Latest move

What changed in the latest rebalance.

Benchmark 9.41%
Risk now 3 | HUNT.OL
Next buy SB1NO.OL
Latest action Buy | DOFG.OL
Added
AKSO.OL VVL.OL SVEG.OL
Removed
HAFNIO.OL SUBC.OL HAFNI.OL
Watch current risk

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

Watch next buy

SB1NO.OL is first in line if the model opens a new slot.

Performance path

Current mark-to-market across stored runs.
32.15%
0.00 NOK
22.73%
9.41%
Start tracked: -0.66% Latest tracked: 32.15% Benchmark: ^OSEAX Benchmark return: 22.73%
Portfolio Benchmark: ^OSEAX

Current holdings

7 holdings in the current build
Open
1
14.3%
Aker Solutions ASA
Energy Latest price: 47.88 NOK
22,120.56 NOK Position value
2
14.3%
Hafnia Limited
Industrials Latest price: 75.90 NOK
19,885.80 NOK Position value
3
14.3%
Norsk Hydro ASA
Basic Materials Latest price: 108.15 NOK
19,683.30 NOK Position value
4
14.3%
Hafnia Limited
Industrials Latest price: 75.90 NOK
17,988.30 NOK Position value
5
14.3%
DOF Group ASA
Industrials Latest price: 133.80 NOK
17,527.80 NOK Position value

Sector split

Current portfolio exposure by sector, exchange, and concentration.
Industrials | 45.4%
Industrials 45.4%
Energy 38.5%
Basic Materials 16.1%
Industrials 45.4%
Energy 38.5%
Basic Materials 16.1%

Latest model update

What changed in the latest rebalance and why it matters.

Last run: Apr 16, 2026
Updated: Apr 16, 2026
Benchmark: ^OSEAX
Holdings: 7 / 7

Concentration

Current portfolio exposure by sector, exchange, and concentration.

Top position: 14.3%
Top 3: 42.9%
Sector split: Industrials | 45.4%
Exchange split: OSL | 100.0%

Latest action

Most recent adds, exits, and weight changes.

Latest action: Buy | DOFG.OL
Next buy: SB1NO.OL
Risk now: 3 | HUNT.OL
Relative return: 9.41%

Latest change vs previous run

Apr 16, 2026 | Previous run: Apr 15, 2026
Compare
4
4
0
3

Recent model activity

Most recent adds, exits, and weight changes.
Buy Apr 13, 2026
DOF Group ASA
Sell Apr 13, 2026
Yara International ASA
Buy Apr 10, 2026
Yara International ASA
Sell Apr 10, 2026
DOF Group ASA

Follower events

Key watchlist, risk, and model-entry signals.
Risk
HUNT.OL moved into the risk list.
Risk
HAFNIO.OL moved into the risk list.
Risk
HAFNI.OL moved into the risk list.
Watchlist
SB1NO.OL entered the watchlist.
Watchlist
SOGN.OL entered the watchlist.
Watchlist
SUBC.OL entered the watchlist.

Why the model changed

Recent rebalance reasons across stored runs.
Apr 16, 2026 Open
New holdings entered (4) Holdings removed (4) Market regime was supportive Sector snapshot inputs were active
Added: 4 | Removed: 4 | Weight changes: 0
Apr 15, 2026 Open
New holdings entered (1) Holdings removed (1) Market regime was supportive Sector snapshot inputs were active
Added: 1 | Removed: 1 | Weight changes: 0
Apr 14, 2026 Open
Market regime was supportive Sector snapshot inputs were active Factor snapshot inputs were active
Added: 0 | Removed: 0 | Weight changes: 0
Apr 13, 2026 Open
Market regime was supportive Sector snapshot inputs were active Factor snapshot inputs were active
Added: 0 | Removed: 0 | Weight changes: 0
Apr 12, 2026 Open
Market regime was supportive Sector snapshot inputs were active Factor snapshot inputs were active
Added: 0 | Removed: 0 | Weight changes: 0
Apr 11, 2026 Open
New holdings entered (1) Holdings removed (1) Market regime was supportive Sector snapshot inputs were active
Added: 1 | Removed: 1 | Weight changes: 0

Allocation view

Current portfolio exposure by sector, exchange, and concentration.

Sector split

Industrials 45.4%
Energy 38.5%
Basic Materials 16.1%

Exchange split

OSL 100.0%

Concentration

14.3%
42.9%
71.4%

Latest model update

What changed in the latest rebalance and why it matters.

Open
4
4
3
0
New holdings entered (4) Holdings removed (4) Market regime was supportive Sector snapshot inputs were active Factor snapshot inputs were active
Added drivers: Long-term score rank (4) | Strong sector backdrop (4) | Factor aligned (4) | Dividend support (4) | Sector weakening (1)
Top factors: OSEBX (7)

Upcoming buy candidates

Top reserve names if capital opens up or a holding drops out.

SB1NO.OL
SpareBank 1 SorostNorge | OSL
Score 7.34
Sector: Financial Services Factor: OSEBX Latest price: 219.00 NOK
Long-term score rank | Strong sector backdrop | Factor aligned
SOGN.OL
Sogn Sparebank | OSL
Score 7.34
Sector: Financial Services Factor: OSEBX Latest price: 380.00 NOK
Long-term score rank | Strong sector backdrop | Factor aligned
SUBC.OL
Subsea 7 SA | OSL
Score 7.33
Sector: Energy Factor: OSEBX Latest price: 305.80 NOK
Long-term score rank | Strong sector backdrop | Sector weakening
SNOR.OL
SpareBank 1 Nordmore | OSL
Score 7.19
Sector: Financial Services Factor: OSEBX Latest price: 211.90 NOK
Long-term score rank | Strong sector backdrop | Factor aligned
NSKOG.OL
Norske Skog ASA | OSL
Score 7.19
Sector: Basic Materials Factor: OSEBX Latest price: 42.50 NOK
Long-term score rank | Strong sector backdrop | Sector weakening
SRBNK.OL
SpareBank 1 SRBank ASA | OSL
Score 7.01
Sector: Financial Services Factor: OSEBX Latest price: 201.00 NOK
Long-term score rank | Strong sector backdrop | Factor aligned

Holdings under pressure

Current holdings with weakening backdrop or negative short-term pressure.

HUNT.OL
Hunter Group ASA | OSL
Watch
Target weight: 14.29% Today: -6.26%
Weak 1D move
HAFNIO.OL
Hafnia Limited | OSL
Watch
Target weight: 14.29% Today: -2.32%
Weak 1D move
HAFNI.OL
Hafnia Limited | OSL
Watch
Target weight: 14.29% Today: -2.32%
Weak 1D move

Current holdings

7 holdings in the current build
7
14.3%
Industrials
OSL
Ticker Target weight Entry date Entry price Shares Latest price Position value Today Selection note
Aker Solutions ASA | OSL
14.29% 30.92 NOK 462.0000 47.88 NOK 22,120.56 NOK 1.53%
Sector: Energy
Hafnia Limited | OSL
At risk
14.29% 54.40 NOK 262.0000 75.90 NOK 19,885.80 NOK -2.32%
Sector: Industrials
SeaBird Exploration Plc | OSL
14.29% 8.86 NOK 2,134.0000 6.74 NOK 14,383.16 NOK 0.00%
Sector: Energy
Norsk Hydro ASA | OSL
14.29% 78.20 NOK 182.0000 108.15 NOK 19,683.30 NOK 0.19%
Sector: Basic Materials
Hunter Group ASA | OSL
At risk
14.29% 6.82 NOK 1,948.0000 5.39 NOK 10,499.72 NOK -6.26%
Sector: Energy
Hafnia Limited | OSL
At risk
14.29% 74.10 NOK 237.0000 75.90 NOK 17,988.30 NOK -2.32%
Sector: Industrials
DOF Group ASA | OSL
14.29% 140.40 NOK 131.0000 133.80 NOK 17,527.80 NOK -0.67%
Sector: Industrials
Performance history Stored runs ranked by what they would be worth today.
Build history Latest model portfolio builds and refreshes.
Run type Status As of Created Holdings Invested capital Cash left Current value Return Commission Open
Scheduled refresh Success Apr 16, 2026 Apr 16, 2026 7 98,950.35 NOK 384.65 NOK 94,232.76 NOK -5.77% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 15, 2026 Apr 15, 2026 7 98,808.16 NOK 526.84 NOK 94,708.23 NOK -5.29% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 14, 2026 Apr 14, 2026 7 99,231.18 NOK 103.82 NOK 132,145.62 NOK 32.15% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 13, 2026 Apr 14, 2026 7 131,207.14 NOK 273.48 NOK 132,145.62 NOK 32.15% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 12, 2026 Apr 14, 2026 7 128,805.34 NOK 258.28 NOK 129,728.62 NOK 29.73% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 11, 2026 Apr 14, 2026 7 128,805.34 NOK 258.28 NOK 129,728.62 NOK 29.73% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 10, 2026 Apr 14, 2026 7 128,911.74 NOK 151.88 NOK 129,728.62 NOK 29.73% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 9, 2026 Apr 14, 2026 7 131,239.65 NOK 274.39 NOK 132,179.04 NOK 32.18% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 8, 2026 Apr 14, 2026 7 128,467.81 NOK 327.55 NOK 129,460.36 NOK 29.46% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 7, 2026 Apr 14, 2026 7 129,975.52 NOK 322.16 NOK 130,962.68 NOK 30.96% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 6, 2026 Apr 14, 2026 7 126,069.74 NOK 200.47 NOK 126,935.21 NOK 26.94% 665.00 NOK Open | Compare
Scheduled refresh Success Apr 5, 2026 Apr 14, 2026 7 126,069.74 NOK 200.47 NOK 126,935.21 NOK 26.94% 665.00 NOK Open