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In my Portfolio report 2018, I mentioned that I was contemplating to increase my Swedish share of the portfolio.

I have started to do this with a number of investment companies:

Long term	Return	Index	Entry	Weight
Industrivärden	0.2%	0.3%	13/02/2019	2.4%
Svolder	0.1%	0.3%	13/02/2019	2.5%
Bure	8.6%	5.6%	21/01/2019	2.6%
Investor	0.5%	5.6%	21/01/2019	2.5%
Kinnevik	-3.5%	5.6%	21/01/2019	2.4%
Vostok New Ventures	10.9%	5.6%	21/01/2019	2.7%
Summary	3.0%	3.9%	28/01/2019	15.0%

The idea is to run this sub-portfolio as a low turnover portfolio with around 8-12 holdings.

Based on this, I have adjusted the portfolio limits in the strategy.

Portfolio	Limits
Momentum	> 50%
Value	5-30%
Long term	5-30%
Opportunities	<10%