2guy$

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2guy$

2guy$

@2guyssss

💼 2 Guy$ | 7-Figure Portfolio 📈 | Building Wealth 🌍 | Biz School Grads | Married w/ Kids | Join the Next Gen Financial Community! 💪 | not financial advice

Katılım Temmuz 2024
136 Takip Edilen37 Takipçiler
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2guy$
2guy$@2guyssss·
Hello everyone! We're two guys investing our OWN money in equity & debt. We have 7-figure euro AUM (net, ex-cash), wives, kids, and biz uni degrees. Also, we run a local business, so yeah, we’re f**ing awesome and a bit shy. Subscribe for more! 🤠
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2guy$
2guy$@2guyssss·
😂😂😂
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2guy$
2guy$@2guyssss·
$enb #enbridge 😂😂😂😂👌 Nice from Greg. Canadian policy... Well... 😂😂😂😂
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2guy$
2guy$@2guyssss·
+11,6% equity aum and PLUS dicidends. So, currently ytd we are about +16% return. We don't give a shit about it as we do not sell anything 😂😂 we are here for fun. But normally, we live our life ❤️😎 Cheers! ⭐️
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2guy$
2guy$@2guyssss·
We are alive.Ytd equity aum is +11,6 assumed net div yield of 4,3% p.a (in 2025) We justfelt like social media etc is a rubbish if u are an investor. That's simple :) And we saved a lot of time without posting. We make money&spend, we live the life, we dream, we learn, we love.
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Cluseau Investments
Cluseau Investments@blondesnmoney·
Nothing makes you realize how meaningless money is past a certain point until you have some health issues
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2guy$
2guy$@2guyssss·
All in all pretty ok to hold especially within good entry point. But... Not a buy, not a miracle to come withon 12+ months :) Just shared for fun. Ps. We are back to the market 😎 #Norway #equity #investment #fmcg
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2guy$
2guy$@2guyssss·
And it is hard to sustain *supplementary duvs* as well. Revs are growing in line of 2-5% + CEE and Nordics markets are saturated in FMCG industry. We do not hold any shares directly, but through ETFs - yes.
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2guy$
2guy$@2guyssss·
#Orkla is a tough spot currently. Can't see any dividend growth without *leverage (nope. They aim editda/net debt at 1-1, 5) dumbt to take debt to pay out divs and taxes... *sell of Juton (silly as they generate those divs, just bonuses for top mngmnt and pain within 5to10 y.)
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2guy$
2guy$@2guyssss·
It's been a while. Some apartments on south of EU have been rebted out for a long term. Some here and there 😂 But we are back to market. Ps. We employ capital every month, but sometimes it is blind way coz of time lack anddd enjoying the life we have 😊💪 #life #StockMarket #eu
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2guy$
2guy$@2guyssss·
U are welcome 💋 Avg below 8 €
2guy$@2guyssss

One more good insurance name is from Europe- #uniqa $uqa About 3% debt cost un EUR, that is basically is "free money", passed transition and found themselves. Align&smart management. Updated recent startegy that is real. Accumulating here since early 2024 year. Long term. Enjoy😉

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2guy$
2guy$@2guyssss·
@Aureliusltd28 Our bet wa insurance in EU and nordic banks ❤️
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Marko Kolanovic
Marko Kolanovic@markoinny·
What if this V shaped recovery turns out to be W shaped. I think a decent probability.
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2guy$
2guy$@2guyssss·
$fnv $gold Good to know we, through #FrancoNevada did well with this 😎😂👍
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2guy$
2guy$@2guyssss·
We have got for our private biz pre audited (curretly under yearly review) BS CF etc. Soooo... +23% net profit y/y, net pargin expanded 2% y/y and is kind of top high tech of USA "numbers" 😂✋. Good year. And on top of that - investment activities for 2024 are outstanding ❤️
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2guy$
2guy$@2guyssss·
Fun fuct of us: one of us was working in audit department of #big4 and if u are a graduate, it is a good start your career. Yeap, u will work, die and work again :) but it is worth it. Ps. It doesn't played for one of us like this.
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2guy$
2guy$@2guyssss·
Janus Henderson is built differently. Some asked why closed $trow. Coz we do own $jhg and in a good profit even from this level. And nope, we didn't sell anyat some "top" levels. Ps. Pretty soon we will publish opinions on q1 of some of our portfolio.
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Quality Stocks
Quality Stocks@Quality_stocksA·
Great quarter for 🇸🇪🎰 Betsson $BETS with 18% YoY revenue growth EPS are up 17% YoY
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