Nordic Stocks

By investing passively you outperform most of the professional fund management industry. But how can you invest passively and beat the index? In Sweden, the Spiltan Aktiefond Investmentbolag has managed to beat the Swedish Total Return Index (SIXPRE) in eight of the nine years since its start in 2012 despite being managed more or less…

This very brief article looks at Olvi – a Finnish brewer and distiller. We expect a 7-10% return over the next decade. Olvi will not set the world on fire, but a lot must go wrong for this to be a poor investment. Olvi is a beverage and distiller company based in Finland, founded in…

The Nordic region is small, with only 28 million people, but nearly all the main investment possibilities are represented. The Nordic Juggernaut is Nasdaq Stockholm, which has the most companies listed and is the biggest in market capitalization. However, the most prominent company is Danish: the insulin giant Novo Nordisk with a market cap of…

We believe the Nordic region is a good place to invest. It’s safe and it scores well on ease of doing business, despite its reputation for being “socialistic”. We remind you about the reasons why we believe it’s a good place to invest: 7 reasons to invest in the Nordic stock markets Finland is most…

The Danish stock market is pretty fragmented and is not dominated by just a few sectors, like for example the Norwegian stock market. Denmark has a few solid dividend payers, Novo-Nordisk and Carlsberg probably being the best knowns. However, the list below, which is a work in progress, has other interesting names. As we read…

The Norwegian stock market is historically dominated by oil, shipping, and fish farming. All sectors could be labeled as cyclical, perhaps fish farming is an exception, and cyclical industries is not where you find the stable dividend payers. Thus, if your main goal is to have a portfolio consisting of stable and growing dividend stocks,…

The complete list of Nordic ADRs The Nordics, also known as the Nordic countries, include the sovereign states of Denmark, Norway, Sweden, Finland, and Iceland. As combined, Nordic Countries, known for their exceptional living standards and low-income variance, have effectively captured global attention. In an age where the increasing gap between the low and high…

Sweden is by far the biggest stock market in the Nordics, both in terms of market cap and the number of public companies. Nasdaq Stockholm is also home to many excellent companies that pay a dividend. Why invest in dividend stocks? We at Rational Thinking are not dividend investors. We are total return investors, something…

Instead of buying an active mutual fund, you can choose to invest in an investment company. We have previously written several articles about these stocks and why they are a very good option for most investors. The main benefits are low management costs, diversification and active ownership. Additionally, most of them have an active and…

Swedish entrepreneurs have a long history of being good stewards of capital. Because of this, we believe Swedish investment companies offer great opportunities for returns better than the averages, of course depending on the management. Some companies have performed much better than others. This article lists the most popular investment companies and compares their strategy,…

Introduction and summary: Swedish real estate stocks have outperformed the OMX-30 over any time frame over the last two decades. For example, during the last five years, real estate stocks have doubled in value, while the OMX-30 has risen only 25%. Additionally, real estate should offer diversification to a portfolio. The OMX-30 is an index…

What are the main differences between Nordic dividend policies and the US? The main differences are that Nordic firms mostly let the dividend go up or down in accordance with the annual earnings, and most dividend stocks pay the dividend annually, not quarterly. Sweden is the exception where many companies aim to pay a higher…

Norway isn’t just popular for its beautiful landscapes and majestic northern lights but also for the attraction it has become for foreign investors with its unprecedented growth rates in comparison to elsewhere in the Eurozone. Since the industrial era, Norway has reported powerful growth rates and has gained a reputation over its neighbors in the…

The complete list of Swedish ADRs Sweden’s economy is quite developed and an export-focused economy supported by hydropower, timber, and iron ore. The primary sectors involve pharmaceuticals, industrial machines, motor vehicles, precision equipment, telecommunications, chemical goods, forestry, steel, home goods and appliances, and steel. Sweden is also establishing itself in mine, pulp industries, engineering, and…

The complete list of Norwegian ADRs Norway currently ranks as the 33rd largest economy in export, globally. The gas and oil sectors are two of the major export markets with the fishing industry in Norway. So naturally, the economy is quite sensitive to the changes in prices of the above commodities. Krone is the primary…

The complete list of Finnish ADRs Finland has per capita output quite similar to that of France, the United Kingdom, and Germany- basically the other western European economies. Known as a vastly industrialized and mixed economy, some of the biggest sectors of Finland’s economy include services, manufacturing, and refining along with primary production. With manufacturing…

The complete list of Danish ADRs Denmark stands at 39th in the largest national economy globally, analyzed by the nominal gross economy (GDP) and 60th largest in the world by purchasing power parity (PPP). Denmark’s economy is known to be a mixed modern economy with a great level of government services and facilities, an increased…

The complete list of Icelandic ADRs Iceland like other Nordic countries has a mixed economy, but it is more volatile than others. The economy involves heavy government involvement and great levels of free trade. But still, compared to other Nordic countries, government consumption is still less. In terms of trading, marine goods take up the…