@FilipSallingi
iAccount based inDenmark!
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Mechanical Engineer and Private Investor (Do your own due diligence).
Denmark
Joined January 2019
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4.8% afkast i 2025
CAGR: 37% (3 års data)
2023: 47%
2024: 67%
Største afkast taber var at skifte fra højeste til mindre høj beta i marts/april.
Ellers er det primært $SE der hiver mig gevaldigt ned her i Q4.
Et år jeg føler burde have givet mere med min risiko appetit, men har omvendt ikke ville handle volatiliteten (hvilket ser ud til at have givet pote for mange i år).
Godt nytår 🥳
@aktieuniverset
Købt mere i $DUOL og $TSLA sådan att de er henholdsvis et fuldt frimærke og en tier 3 position.
NFA
@aktieuniverset @alc2022
The most inspiring TRUE investor I have come across 🎯🤓
His strategy is not for most people, but his mindset can help you become a better investor.
@alc2022 🙏
Hvad er dit “rige” liv?
Investering og økonomisk ringdom er spændende og har sine klare plusser, men det er for mig foretrukne ligegyldigheder. Og dette syn gør mig faktisk til en bedre investor ift at tøjle følelserne omkring penge og afkast.
@aktieuniverset
In 2005,Warren Buffett gave a definition of wealth that most people rarely think about
Can you become extremely wealthy and still live an unsuccessful life?
We usually measure success with numbers:
-$1M in the bank
-A big house
-An expensive car
-A high salary
-A famous name
But Buffett noticed something more important than money
He said he had never known someone his age,surrounded by people who genuinely loved them,who considered themselves unsuccessful
And the opposite was also true
He had met incredibly wealthy people who had everything except people who truly cared about them
And this is where it gets interesting
The problem isn't wanting money. The problem is using money as proof of your own worth
You buy the car not because you need it,but because you want to prove you can afford it
You earn more not for freedom,but for status
And eventually,you find yourself playing a game whose rules were written by someone else
The most expensive financial mistake isn't losing money
It's spending years achieving a goal that was never truly yours
Hvis din conviction forsvinder alene fordi aktiekursen falder var det nok aldrig conviction.
@aktieuniverset
$GRMN fenix 9 pro solar 🤩
Glad forbruger og glad investor 😎
NFA!
Bilernes svar på iPhone.
Ja vi ser da også en masse BlackBerry, HTC, Huawei og Samsung kører rundt, men den ændre ikke på at Tesla er bilernes iPhone IMHO.
@aktieuniverset
Tænker der er ok balance på risikoen når jeg på den ene side får input om at en verdens ETF er for kede og den anden side advares mod insolvens pga afdragsfrihed (tiltrods for 20% friværdi på konservativ vurdering) ⚖️
Vi bor i dag på 305 etagemeter med ny 80% belåning i F-kort uden afdrag.
Vi betaler 200kr mere om måneden i renter og bidrag end vores husleje i 100kvm rækkehus for 3 år siden.
Jeg synes det er vildt når man samtidig tænker på den opside vi har i boligmarkedet
@aktieuniverset
Filip Bo Salling retweeted
I'm a fan of buying coffee every once in a while, but this is a great visualization showing you how much that everyday habit (replace coffee with lunch, etc) is actually costing you over 20 years.
Kom nu bare i gang med en seriøs september korrektion og et vildt $VIX spike så jeg for alvor kan smide nogle penge i ETF porteføljen 🤞🏼🤷
@aktieuniverset @DanishInvest
Jeg er hverken tilhænger af jubel-optimisme eller pessimisme omkring omkring $SPCX
Men i det danske medie billede savner jeg dækning af, citat næste del.
@BodilGantzel @PerNordnet @aktieuniverset
Bro… if Anthropic is worth $2 TRILLION, then SpaceX is worth a gazillion dollars.
And I’m only half joking.
If you think I’m bluffing, just think about what SpaceX actually owns now.
They have Grok, and it keeps getting better.
They have Colossus, one of the biggest AI supercomputers ever built.
They have 𝕏, giving Grok instant distribution and a massive stream of real-time information.
They have Starlink, a global communications network.
They have reusable rockets that launch the satellites.
They build the satellites.
And now they’re working toward putting AI compute in space.
You see, most AI companies have to go out and buy or rent huge amounts of compute just to train and run their models.
SpaceXAI is building the compute itself… and it’s already gotten to the point where Anthropic is literally paying SpaceXAI for access to Colossus.
Think about that deeper.
One of the most valuable AI companies in the world is a CUSTOMER of the company people still mostly think of as a rocket company.
SpaceX is building the infrastructure the AI runs on.
They own Grok.
They own massive compute.
They own the distribution through 𝕏.
They own global connectivity through Starlink.
They own the rockets.
They own the satellite network.
And eventually, they want to own an enormous amount of the compute sitting above Earth too.
Keep it simple… SpaceX owns the entire stack.
The model + compute + data + distribution + connectivity + rockets + satellites.
So yeah…
If the market decides a standalone AI company like Anthropic deserves a $2T valuation, I have a very hard time believing SpaceX stops anywhere close to where it is today.
Lagde til i $NFLX i går.
Den “kedelig” del af porteføljen skal også plejes.
@aktieuniverset
Købt en lille FOMO position i $DUOL
Jeg er kæmpe fan af @alc2022 mindset omkring investering omend det kræver mere tid til research end min prioritering tillader.
Jeg mangler lidt (egen) conviction - dvs dette er meget en lemming investering.
@aktieuniverset