https://edge.ruffneck.net/categories/manadsrapport/ Recent content in Månadsrapport on Edge of Discipline Hugo sv-SE Sun, 31 May 2026 00:00:00 +0000 https://edge.ruffneck.net/posts/manadsuppdatering-for-maj-2026/ Sun, 31 May 2026 00:00:00 +0000 https://edge.ruffneck.net/posts/manadsuppdatering-for-maj-2026/ <style> @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600&family=Montserrat:wght@600;700;800&display=swap'); .discipline-report-wrapper { max-width: 100%; margin: 0 auto; line-height: 1.8; font-family: 'Inter', sans-serif; } .discipline-report-wrapper .subtitle { font-size: .85rem; color: #6b7280; margin-bottom: 2.5rem; display: block; } .discipline-report-wrapper h2.section { font-size: 1.2rem; color: #ca9a06; margin: 2rem 0 .8rem; font-family: 'Montserrat', serif; } .discipline-report-wrapper .summary-table { width: 100%; border-collapse: collapse; border: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table th { text-align: left; padding: .65rem 1rem; background: #f9fafb; border-bottom: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table td { padding: .65rem 1rem; border-bottom: 1px solid #e5e7eb; } .discipline-report-wrapper .neg { color: #dc2626 !important; } .discipline-report-wrapper .pos { color: #16a34a !important; font-weight: 600; } .chart-wrap { background: #f3f4f6; border: 1px solid #e5e7eb; border-radius: 8px; padding: 1.5rem; margin-bottom: 2rem; } .triangle { width: 0; height: 0; border-left: 5px solid transparent; border-right: 5px solid transparent; border-bottom: 9px solid #eab308; display: inline-block; margin-right: 4px; vertical-align: middle; } .chart-wrap h2 { font-size: 1.1rem; color: #ca9a06; margin-bottom: .4rem; font-family: 'Montserrat', serif; } .canvas-container { height: 280px; } .ytd-preview .canvas-container { height: 160px; } .legend { display: flex; flex-wrap: wrap; gap: .8rem; margin-top: .8rem; font-size: .75rem; } .dot { width: 10px; height: 10px; border-radius: 2px; display: inline-block; vertical-align: middle; margin-right: 4px; } .discipline-report-wrapper .report-text { margin: 1.5rem 0 2rem; font-size: .95rem; color: #374151; line-height: 1.9; } </style> <div class="discipline-report-wrapper"> <img alt="Maj 2026, Ubby" src="https://edge.ruffneck.net/images/ubby.webp" style="width:100%; border-radius:8px; margin-bottom:1.5rem; display:block;"> <div class="report-text"> <p>Maj blev den starkaste månaden hittills. Alla fyra portföljer gröna, och halvledarexponeringen som har burit mycket av året tog ytterligare ett steg uppåt. Det amerikanska handelspolitiska läget som dominerade april och mars känns mer stabilt, USA och Kina hittade ett avtal i mitten av månaden och marknaden reagerade kraftigt uppåt. Bilden ovan är från en cykeltur i Roslagen, ett av sakerna jag älskar att göra och ger utrymme för. Här kan du se hur det gått <a href="https://edge.ruffneck.net/p/utveckling-sedan-start/" style="color:#ca9a06;">sedan start</a>.</p> https://edge.ruffneck.net/posts/manadsuppdatering-for-april-2026/ Mon, 04 May 2026 00:00:00 +0000 https://edge.ruffneck.net/posts/manadsuppdatering-for-april-2026/ <style> @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600&family=Montserrat:wght@600;700;800&display=swap'); .discipline-report-wrapper { max-width: 100%; margin: 0 auto; line-height: 1.8; font-family: 'Inter', sans-serif; } .discipline-report-wrapper .subtitle { font-size: .85rem; color: #6b7280; margin-bottom: 2.5rem; display: block; } .discipline-report-wrapper h2.section { font-size: 1.2rem; color: #ca9a06; margin: 2rem 0 .8rem; font-family: 'Montserrat', serif; } .discipline-report-wrapper .summary-table { width: 100%; border-collapse: collapse; border: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table th { text-align: left; padding: .65rem 1rem; background: #f9fafb; border-bottom: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table td { padding: .65rem 1rem; border-bottom: 1px solid #e5e7eb; } .discipline-report-wrapper .neg { color: #dc2626 !important; } .discipline-report-wrapper .pos { color: #16a34a !important; font-weight: 600; } .chart-wrap { background: #f3f4f6; border: 1px solid #e5e7eb; border-radius: 8px; padding: 1.5rem; margin-bottom: 2rem; } .triangle { width: 0; height: 0; border-left: 5px solid transparent; border-right: 5px solid transparent; border-bottom: 9px solid #eab308; display: inline-block; margin-right: 4px; vertical-align: middle; } .chart-wrap h2 { font-size: 1.1rem; color: #ca9a06; margin-bottom: .4rem; font-family: 'Montserrat', serif; } .canvas-container { height: 280px; } .legend { display: flex; flex-wrap: wrap; gap: .8rem; margin-top: .8rem; font-size: .75rem; } .dot { width: 10px; height: 10px; border-radius: 2px; display: inline-block; vertical-align: middle; margin-right: 4px; } .discipline-report-wrapper .tagline { font-size: 1rem; color: #eab308; font-style: italic; margin-top: 2rem; text-align: center; } .discipline-report-wrapper .report-text { margin: 1.5rem 0 2rem; font-size: .95rem; color: #374151; line-height: 1.9; } </style> <div class="discipline-report-wrapper"> <img alt="April 2026" src="https://edge.ruffneck.net/images/glass.webp" style="width:100%; border-radius:8px; margin-bottom:1.5rem; display:block;"> <div class="report-text"> <p> Marknadsmässigt så var april en berg-o-dal bana. Månaden inleddes med oro kring tullar och geopolitisk turbulens, marknaden hackade sig igenom den första veckan utan riktning. Men sen vände det. Från mitten av april drog tech- och halvledarexponeringen iväg ordentligt, och portföljerna följde med. Här kan du se hur det gått <a href="https://edge.ruffneck.net/p/utveckling-sedan-start/" style="color:#ca9a06;">sedan start</a>.</p> https://edge.ruffneck.net/posts/manadsuppdatering-for-mars-2026/ Thu, 02 Apr 2026 00:00:00 +0000 https://edge.ruffneck.net/posts/manadsuppdatering-for-mars-2026/ <div class="discipline-report-wrapper"> <style> @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600&family=Montserrat:wght@600;700&family=JetBrains+Mono:wght@700&display=swap'); .discipline-report-wrapper { background: transparent; color: #000000; font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif; max-width: 100%; margin: 0 auto; line-height: 1.8; -webkit-font-smoothing: antialiased; } .discipline-report-wrapper .subtitle { font-size: .85rem; color: #6b7280; margin-bottom: 2.5rem; display: block; } .discipline-report-wrapper .prose { font-size: 1rem; color: #000000; margin-bottom: 1.5rem; } .discipline-report-wrapper .prose p { margin-bottom: 1rem; } .discipline-report-wrapper h2.section { font-size: 1.2rem; color: #ca9a06; margin: 2rem 0 .8rem; font-family: 'Montserrat', Georgia, serif; } .discipline-report-wrapper .summary-table { width: 100%; border-collapse: collapse; margin: 1.5rem 0; font-size: .9rem; border-left: 1px solid #e5e7eb; border-right: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table th { text-align: left; color: #6b7280; font-weight: 500; font-size: .75rem; text-transform: uppercase; letter-spacing: .06em; padding: .65rem 1rem; background: #f9fafb; border-bottom: 1px solid #e5e7eb; border-right: 1px solid #e5e7eb; } .discipline-report-wrapper .summary-table th:last-child { border-right: none; } .discipline-report-wrapper .summary-table td { padding: .65rem 1rem; border-bottom: 1px solid #e5e7eb; border-right: 1px solid #e5e7eb; color: #111827; } .discipline-report-wrapper .summary-table td:last-child { border-right: none; } .discipline-report-wrapper .neg { color: #dc2626 !important; } .discipline-report-wrapper .pos { color: #16a34a !important; font-weight: 600; } .discipline-report-wrapper .chart-wrap { background: #f3f4f6; border: 1px solid #e5e7eb; border-radius: 8px; padding: 1.5rem; margin-bottom: 2rem; } .discipline-report-wrapper .chart-wrap h2 { font-size: 1.1rem; color: #ca9a06; margin-bottom: .4rem; font-family: 'Montserrat', Georgia, serif; } .discipline-report-wrapper .chart-comment { font-size: 0.85rem; color: #4b5563; margin-bottom: 1rem; font-style: italic; } .discipline-report-wrapper .canvas-container { position: relative; height: 280px; } .discipline-report-wrapper .legend { display: flex; flex-wrap: wrap; gap: .8rem; margin-top: .8rem; font-size: .75rem; color: #4b5563; } .discipline-report-wrapper .legend span { display: flex; align-items: center; gap: 5px; } .discipline-report-wrapper .dot { width: 10px; height: 10px; border-radius: 2px; flex-shrink: 0; } .discipline-report-wrapper .triangle { width: 0; height: 0; border-left: 5px solid transparent; border-right: 5px solid transparent; border-bottom: 9px solid #eab308; flex-shrink: 0; } .discipline-report-wrapper .tagline { font-size: 1rem; color: #eab308; font-style: italic; margin-top: 2rem; text-align: center; } </style> <div class="prose"> <p>Mars 2026 bjöd på ett geopolitiskt äventyr. Anfall mot Iran, stängningen av Hormuzsundet den 27:e och oljepriser som passerade 100 dollar skapade oro på världsmarknaden. Samtidigt hängde Trumps tullhot som ett mörkt moln över handeln. Börsen svajjade, men strategin låg fast och jag körde månadsinsättningen precis som tänkt.</p>