Reply To: Edd’s portfolio
Edd 1.0 was DGI (dividend growth investing), but I had much of the same criterias when selecting companies so it has really only been some fine-tuning of the former strategy as well as solely focusing on Nordic companies (had some Canadian and US companies before).
Kitron has been in the portfolio since 2016 and I can’t see myself parting ways with them. Scanfil is another OEM-company I owned previously (sold way too early), but now with 35% withheld tax on dividends for Finnish stocks I will stick to KIT as my choice.
Yes, EVO is closing in on the 15% limit, but hopefully new deposits will keep it below so I don’t have to trim it…