My Portfolio / Every company I’ve owned /
$NVO · Novo Nordisk
My position since Oct 2025 · 1 buy · still held · Healthcare
What the pick did
0.7×
The stock in pounds, while I held it; 0.7× in dollars
S&P 500, same time1.2×
What my money did
0.7×
Pounds back (sold, still held and dividends) for every pound in, after costs
Still held · all of the money in0.7×
Dividends · on the money in+3%
S&P 500, same buys and sells1.2×
Every decision
- 8 October 2025Bought
Oral GLP-1s coming to market in next two months, valuation reasonable despite declining free cash flow
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.