Journal Jesper Bæk Journal Jesper Bæk

August 2022 - Here we go again...

After last month, I thought we may have been all clear, but it turned out to not be the case. Despite bleeding markets, several of my companies have had good things happen, which I share here. Also, an exciting new addition has made it to my Watch List.

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Journal Jesper Bæk Journal Jesper Bæk

February 2022 - War in Europe

This is this second entry in my newly launched investment journal where I share my portfolio performance, moves, thoughts, and dividend history. The stock market continues its volatility amidst uncertainty and fear - and while the situation created by the Russian invasion of Ukraine has had an impact on my portfolio - it has not changed my strategy.

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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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Deep Dive Jesper Bæk Deep Dive Jesper Bæk

I believe in the Metaverse

There has been a lot of talk about the metaverse in investment communities as of late - The latest buzzword deemed the next big thing. And now with the Zuckerberg announcement of Facebook (FB) rebranding to Meta (MVRS) it seems now its finally out in the open with the general public. So what exactly is it and does it matter at all?

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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 #008 - August 2021

August is wrapped up and so is my (long) summer holiday. It is time that I return to my every day schedule - none the less the monthly updates continue as always. I discuss recent events of my most important holdings as well as sharing website traffic stats and a small personal update.

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