Journal Jesper Bæk Journal Jesper Bæk

April 2022 - It is not over yet

We made it through April... Barely. It has been the worst month in several years riddled with earnings disappointment and drama. Come check out what I feel about all this and how my portfolio is doing.

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Market Jesper Bæk Market Jesper Bæk

Nvidia is not getting ARM: So what now?

By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?

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Journal Jesper Bæk Journal Jesper Bæk

My investments in 2021: A year in review

Happy new year everyone: After a quick break in December/January for my exams, I am now back. Starting off with this breakdown of my investments and portfolio performance over the full year 2021. With this update I will be sharing some changes to the format going forward as well as my expectations for 2022.

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Guide Jesper Bæk Guide Jesper Bæk

Balancing diversification in individual stock picking

Diversification is often top of mind when it comes to investing and generally speaking it becomes more important as your investments grow. While I generally encourage diversification and claim it good practice I do believe many new investors go overboard in this regard and end up overdiversifying. How can you overdiversify? Well, lets have a look at that.

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Journal Jesper Bæk Journal Jesper Bæk

Monthly Update #004 – April 2021

It is time for another update post. In these posts I like to go over my investment portfolio performance, the dividends I receive, any moves I might have made in the market as well as an update on the site, and sometimes I share what is going on in my personal life as well.

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