{"id":381,"date":"2018-11-05T11:10:11","date_gmt":"2018-11-05T11:10:11","guid":{"rendered":"https:\/\/blogg.avanza.se\/private-banking\/?p=381"},"modified":"2021-01-27T11:22:37","modified_gmt":"2021-01-27T10:22:37","slug":"sa-agerade-vara-pb-kunder-i-oktoberfrossan","status":"publish","type":"post","link":"https:\/\/blogg.avanza.se\/private-banking\/sa-agerade-vara-pb-kunder-i-oktoberfrossan\/","title":{"rendered":"Sa\u030a agerade va\u030ara PB-kunder i oktoberfrossan"},"content":{"rendered":"

 <\/p>\n

Oktober blev en turbulent bo\u0308rsma\u030anad och ocksa\u030a den ma\u030anad da\u0308r Stockholmsbo\u0308rsen faktiskt etablerade en korrektion, alltsa\u030a en nedga\u030ang pa\u030a minst 10 procent. <\/strong>Men den intressanta fra\u030agan a\u0308r sa\u030aklart hur va\u030ara Private Banking-kunder agerat i bo\u0308rsoron, la\u030at oss ta redan pa\u030a just det!
\n<\/strong><\/p>\n

 <\/p>\n

Oktober bjo\u0308d pa\u030a bo\u0308rsfrossa\u00a0<\/strong><\/h3>\n

Fo\u0308r den som a\u0308r lite (finansiellt) vidskeplig kan sa\u0308gas att vi a\u0308ntrade korrektionen pa\u030a a\u030arsdagen fo\u0308r bo\u0308rskraschen i USA 1987, na\u0308rmare besta\u0308mt 19 oktober. Trots att det nu a\u0308r 31 a\u030ar sedan sa\u030a a\u0308r det nog fa\u030a, som var med pa\u030a den tiden, som glo\u0308mmer den dag da\u0308r amerikanska Dow Jones fo\u0308ll 22,6 procent under en enskild handelsdag. Ho\u0308stens nedga\u030ang var inte i na\u0308rheten lika snabb eller djup men det till trots har enskilda aktier fallit desto mer. I skrivande stund har 15 av totalt 30 aktier i OMXS30 dock stigit sedan a\u030arsskiftet och fo\u0308rstaplatsen ga\u030ar till Ericsson. Aktien toppade 6 mars a\u030ar 2000, pa\u030a den tiden en nationalklenod ja\u0308mte Nokia i Finland. Bo\u0308rsva\u0308rdet uppgick som mest till 1 800 miljarder, vilket idag skulle vara 46 % av OMXS30 och 27 % av hela Stockholmsbo\u0308rsen. Efter Ericsson kommer Swedish Match som stigit +50 %, Astra Zeneca +28 % och Telia Company +22 %, en ta\u0308mligen defensiv liga.<\/p>\n

\"\"<\/a><\/p>\n

Totalt sjo\u0308nk alltsa\u030a bo\u0308rsen -12,2 % fra\u030an toppen 29:e augusti under 59 dagar fram till 26 oktober. Om vi isolerat tittar pa\u030a oktober sa\u030a blev det den sa\u0308msta oktoberma\u030anaden sedan finanskrisen men frama\u030at slutet sa\u030a orkade bo\u0308rsen stiga 4,4 procent och da\u0308rmed sta\u0308nga ma\u030anaden pa\u030a -7,5 procent i sluta\u0308ndan. Korrektioner a\u0308r ta\u0308mligen vanliga pa\u030a bo\u0308rsen och det ra\u0308cker att ga\u030a tillbaka till 2016 fo\u0308r att minnas starten pa\u030a a\u030aret med kinaoro, Brexit och amerikanska presidentvalet. Na\u0308r bo\u0308rsen a\u0308r orolig brukar det inte sa\u0308llan dyka upp la\u0308gen och da\u0308rfo\u0308r a\u0308r det extra intressant att kika pa\u030a hur va\u030ara private banking-kunder agerat. Oktober ma\u030anad blev den mest intensiva dito i a\u030ar sedan januari.<\/p>\n

Hur agerade va\u030ara kunder i oktober?<\/h3>\n

La\u030at oss titta na\u0308rmare pa\u030a hur va\u030ara kunder har agerat i oktoberfrossan. Vad ga\u0308ller aktier sa\u030a har det ko\u0308pts en del cykliskt, en sektor som ga\u030att som ta\u030aget sedan januari 2016, men som hamnat lite i skymundan under konjunkturoron. Ha\u0308r passar va\u030ara kunder pa\u030a att ko\u0308pa lite mer likva\u0308l som i Nordea som haft det tufft under ma\u030anaden, inte minst pa\u030a grund av penningtva\u0308ttsfra\u030agan som skapat en va\u030at filt o\u0308ver banksektorn. Pa\u030a sa\u0308ljlistan hittar vi ICA Gruppen ho\u0308gst upp men a\u0308ven Mr. Green och Karo Pharma som ba\u030ada blivit uppvaktade med bud. Sist men inte minst sa\u030a har det sa\u030alts en del HM som sta\u030att emot bra i oron efter en stark period sedan bottennoteringen i mars. Pa\u030a topplistan o\u0308ver de mest omsatta aktierna sa\u030a hittar vi ett flertal bolag som bjudit pa\u030a lite volatilitet under rapportsa\u0308songen.<\/p>\n

Aktier<\/h3>\n\n\n\n\n\n\n\n\n\n
Mest ko\u0308pta aktierna<\/caption>\n
<\/th>\n<\/th>\nAktie<\/th>\nVerksamhet<\/th>\nBo\u0308rs<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K<\/a>S<\/a><\/td>\n1<\/td>\nVolvo B<\/a><\/td>\nLastbilar<\/td>\n\"flagga_se\"<\/a><\/td>\n41 493<\/td>\n-9,92%<\/span><\/td>\n-12,92%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n2<\/td>\nNordea<\/a><\/td>\nBank<\/td>\n\"flagga_se\"<\/a><\/td>\n31 566<\/td>\n-18,78%<\/span><\/td>\n-17,83%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n3<\/td>\nCapio<\/a><\/td>\nVa\u030ard\/omsorg<\/td>\n\"flagga_se\"<\/a><\/td>\n1 780<\/td>\n31,59%<\/span><\/td>\n14,20%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n4<\/td>\nSandvik<\/a><\/td>\nVerkstad<\/td>\n\"flagga_se\"<\/a><\/td>\n18 184<\/td>\n0,17%<\/span><\/td>\n-8,15%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n5<\/td>\nABB<\/a><\/td>\nVerkstad<\/td>\n\"flagga_se\"<\/a><\/td>\n23 225<\/td>\n-16,00%<\/span><\/td>\n-12,61%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*Siffror per 2018-10-31. (”% 2018” fra\u030an a\u030arsskiftet till 2018-11-05 kl. 12.00) Ka\u0308lla: Avanza<\/span><\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n
Mest sa\u030alda aktierna<\/caption>\n
<\/th>\n<\/th>\nAktie<\/th>\nVerksamhet<\/th>\nBo\u0308rs<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K<\/a>S<\/a><\/td>\n1<\/td>\nICA Gruppen<\/a><\/td>\nDagligvaror<\/td>\n\"flagga_se\"<\/a><\/td>\n22 844<\/td>\n9,26%<\/span><\/td>\n14,86%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n2<\/td>\nMr Green & Co<\/a><\/td>\nNa\u0308tcasino<\/td>\n\"flagga_se\"<\/a><\/td>\n2 786<\/td>\n26,84%<\/span><\/td>\n65,41%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n3<\/td>\nBrighter<\/a><\/td>\nMedtech<\/td>\n\"flagga_se\"<\/a><\/td>\n5 069<\/td>\n9,45%<\/span><\/td>\n-11,16%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n4<\/td>\nKaro Pharma<\/a><\/td>\nHa\u0308lsova\u030ard<\/td>\n\"flagga_se\"<\/a><\/td>\n6 957<\/td>\n14,48%<\/span><\/td>\n16,93%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n5<\/td>\nHennes & Mauritz B<\/a><\/td>\nKla\u0308der<\/td>\n\"flagga_se\"<\/a><\/td>\n83 418<\/td>\n-5,45%<\/span><\/td>\n-1,52%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n
Mest omsatta aktierna<\/caption>\n
<\/th>\n<\/th>\nAktie<\/th>\nVerksamhet<\/th>\nBo\u0308rs<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K<\/a>S<\/a><\/td>\n1<\/td>\nInvestor B<\/a><\/td>\nInvestmentbolag<\/td>\n\"flagga_se\"<\/a><\/td>\n71 009<\/td>\n5,45<\/span><\/td>\n-3,41%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n2<\/td>\nVolvo B<\/a><\/td>\nLastbilar<\/td>\n\"flagga_se\"<\/a><\/td>\n41 493<\/td>\n-9,92%<\/span><\/td>\n-12,92%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n3<\/td>\nEricsson B<\/a><\/td>\nTelekom<\/td>\n\"flagga_se\"<\/a><\/td>\n32 786<\/td>\n50,68%<\/span><\/td>\n1,14%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n4<\/td>\nSwedbank A<\/a><\/td>\nBank<\/td>\n\"flagga_se\"<\/a><\/td>\n32 304<\/td>\n4,35%<\/span><\/td>\n-6,45%<\/span><\/td>\n<\/tr>\n
K<\/a>S<\/a><\/td>\n5<\/td>\nNordea<\/a><\/td>\nBank<\/td>\n\"flagga_se\"<\/a><\/td>\n31 566<\/td>\n-18,57%<\/span><\/td>\n-17,83%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Fonder<\/h3>\n\n\n\n\n\n\n\n\n\n
Mest ko\u0308pta fonderna<\/caption>\n
<\/th>\n<\/th>\nFond<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K\u00d6P<\/a><\/td>\n1<\/td>\nSpiltan Ho\u0308gra\u0308ntefond<\/a><\/td>\n17 774<\/td>\n2,65%<\/span><\/td>\n0,06%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n2<\/td>\nSpiltan Ra\u0308ntefond Sverige<\/a><\/td>\n51 358<\/td>\n0,78%<\/span><\/td>\n0,02%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n3<\/td>\nIKC Avkastningsfond<\/a><\/td>\n7 849<\/td>\n2,54%<\/span><\/td>\n-0,08%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n4<\/td>\nAvanza Global<\/a>\u00a0(lanserades aug)<\/td>\n65 069<\/td>\n-6,56%<\/span><\/td>\n-4,78%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n5<\/td>\nLancelot Camelot A <\/a>(ma\u030anadshandlad)<\/td>\n927<\/td>\n15,32%<\/span><\/td>\n—–<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n
Mest sa\u030alda fonderna<\/caption>\n
<\/th>\n<\/th>\nFond<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K\u00d6P<\/a><\/td>\n1<\/td>\nSwedbank Robur Ny Teknik A<\/a><\/td>\n83 039<\/td>\n17,64%<\/span><\/td>\n-9,43%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n2<\/td>\nQuesada Bond Opportunity B<\/a><\/td>\n117<\/td>\n0,19%<\/span><\/td>\n-0,43%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n3<\/td>\nDidner & Gerge Sma\u030abolag<\/a><\/td>\n32 102<\/td>\n4,27%<\/span><\/td>\n-7,62%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n4<\/td>\nNorron Premium RC<\/a><\/td>\n107<\/td>\n1,05%<\/span><\/td>\n-0,39%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n5<\/td>\nMS INVF Global Opportunity A<\/a><\/td>\n8 962<\/td>\n0,33%<\/span><\/td>\n-8,60%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n
Mest omsatta fonderna<\/caption>\n
<\/th>\n<\/th>\nFond<\/th>\nA\u0308gare<\/th>\n% 2018*<\/th>\n% okt*<\/th>\n<\/tr>\n<\/thead>\n
K\u00d6P<\/a><\/td>\n1<\/td>\nSwedbank Robur Ny Teknik A<\/a><\/td>\n83 039<\/td>\n17,64%<\/span><\/td>\n-9,43%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n2<\/td>\nSpiltan Ho\u0308gra\u0308ntefond<\/a><\/td>\n17 774<\/td>\n2,65%<\/span><\/td>\n0,06%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n3<\/td>\nSpiltan Ra\u0308ntefond Sverige<\/a><\/td>\n51 358<\/td>\n0,78%<\/span><\/td>\n0,02%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n4<\/td>\nIKC Avkastningsfond<\/a><\/td>\n7 849<\/td>\n2,54%<\/span><\/td>\n-0,08%<\/span><\/td>\n<\/tr>\n
K\u00d6P<\/a><\/td>\n5<\/td>\nHandelsbanken Realra\u0308ntefond<\/a><\/td>\n938<\/td>\n1,50%<\/span><\/td>\n0,41%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

*Siffror per 2018-10-31. (”% 2018” fra\u030an a\u030arsskiftet till 2018-11-05 kl. 12.00) Ka\u0308lla: Avanza<\/span><\/p>\n

Hur har du agerat i oktoberfrossan?<\/p>\n

Avkastning pa\u030a dig,
\nNicklas<\/p>\n

Historisk avkastning a\u0308r ingen garanti fo\u0308r framtida avkastning. En investering i va\u0308rdepapper\/fonder kan ba\u030ade o\u0308ka och minska i va\u0308rde och det a\u0308r inte sa\u0308kert att du fa\u030ar tillbaka det investerade kapitalet. Avkastningen kan ocksa\u030a o\u0308ka eller minska pa\u030a grund av fo\u0308ra\u0308ndringar i valutakursen. Vi reserverar oss fo\u0308r eventuella fel i aktie- och fondinformationen som la\u0308mnas pa\u030a denna sida. A\u030asikter och slutsatser som framkommer i bloggen a\u0308r skribentens egna och skall inte ses som investeringsra\u030ad och\/eller a\u030asikter fra\u030an Avanza.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

  Oktober blev en turbulent bo\u0308rsma\u030anad och ocksa\u030a den ma\u030anad da\u0308r Stockholmsbo\u0308rsen faktiskt etablerade en korrektion, alltsa\u030a en nedga\u030ang pa\u030a minst 10 procent. Men den intressanta fra\u030agan a\u0308r sa\u030aklart hur va\u030ara Private Banking-kunder agerat i bo\u0308rsoron, la\u030at oss ta redan pa\u030a just det!   Oktober bjo\u0308d pa\u030a bo\u0308rsfrossa\u00a0 Fo\u0308r den som a\u0308r lite (finansiellt) vidskeplig […]<\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3,8,21],"tags":[],"class_list":["post-381","post","type-post","status-publish","format-standard","hentry","category-avanza","category-fonder","category-statistik"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/381","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/comments?post=381"}],"version-history":[{"count":1,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/381\/revisions"}],"predecessor-version":[{"id":382,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/381\/revisions\/382"}],"wp:attachment":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/media?parent=381"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/categories?post=381"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/tags?post=381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}