OlaMN
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Fire & Rescue student 🚒 — Investing since Q3/2025 and still learning a lot! Roughly half my portfolio is here on Nordnet, the other half on Interactive Brokers, where I focus on Asia — mainly Korea and Japan. My biggest conviction there is SK Hynix and the HBM/AI memory supercycle, alongside Korean and Japanese heavy industry and semiconductors.
On Nordnet I run two very different accounts:
🛡️ Main portfolio – active. I buy and sell based on the sectors I believe in most: cybersecurity, grid/electrification and AI chips, with nuclear and space on the side.
💡 New Money – rules-based and long-term, inspired by Nanalyze. I only buy disruptive tech when its price-to-sales ratio is below a set limit, I add slowly over time (DCA), and I never sell.
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