Polaris Equity Research is pleased to announce the formal launch of the research portfolio on 12 March 2026. An initial capital allocation of SEK 10 000 has been made, with the full amount invested in the ETF XACT Svenska Småbolag
This position represents the core holding of the portfolio and will serve as both the default allocation and the performance benchmark going forward. As outlined in the portfolio methodology, active positions in individual equities will only be initiated following the completion of a full fundamental analysis producing a clearly differentiated investment thesis.
Until such analysis has been completed and conviction established, capital remains in the index. This is not a temporary measure — it is the intended default state of the portfolio.
Current Portfolio
XACT Svenska Småbolag (ISIN SE0001056045) · SEK 9 999,94 · 100%
Cash · SEK 0,06 · 0%
Total portfolio value: SEK 10 000
Benchmark XACT Svenska Småbolag: 0.00% since inception
Portfolio return: 0.00% since inception
All portfolio decisions are documented in the decision log. Updates will be published quarterly or upon any change in holdings.