I really should stop trying to understand world. International politics is a total mess and on top of the ongoing Russian war againts Ukraine we have the Middle East blowing up as Agent Orange & Clan band is playing their stupid games for stupid prizes. Yet Q1/26 results show +6,70% increase in the value for primary portfolio (and this even excluding Nordea’s dividend which haven’t been paid yet, paid tomorrow). Dividends received during this quarter stands at 2201,33 EUR before taxes and when converted to EUR at the time of writing. Decent numbers given the overall market conditions but we have a lot to worry about.
So what’s the plan then for Q2/26 and rest of the year? Honestly it’s just a shot in the dark. US mid terms are approaching, Epstein scandal will hopefully be finally handled properly and perhaps eventually US gets a clean slate. I still doubt that things would ever be the same in the trans atlantic connection. In long term US probably is the outgoing superpower and China probably already won the title for the next reigning super power though full decline for US and last steps for China will probably still take decades. For EU I see some hope in this change: EU in many ways (well main countries in EU) are previous super powers but now we as a whole have chance to become a regional power that can be independent enough (US and China dependency) while maintaining enough fire power to truly control it’s own area. This is far from done and truly building these capabilities will likely take decaded as well. All this while cohesion is relatively low, there are fundamental problems within the population and Russia must be dealt with. Can’t really tell what will happen in the coming months and quarters. I’ll probably should focus on re-investing the dividends mainly on income producing ETF positions and Nasdaq 100. Should we get a proper crash, then I’ll tap in to cash reserves and see what’s out there to buy.