32. Så resonerar vi kring innehavet i våra portföljer

I veckans avsnitt går vi igenom våra portföljer – uppifrån och ner. Vi pratar om strukturen på våra portföljer, om vilka ändringar vi gjort det senaste, hur det gått hittills i år och hur vi ser framåt. Hosted on Acast. See acast.com/privacy for more information.

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