What interested me when the COVID-19 crisis began was how my very core holdings would fare compared to the broader market and compared to historical trends. By my core holdings, I still mean my Swedish portfolio, as, despite heavy amounts of cash flowing into NA/EU stocks, Swedish stocks still represent ~50% of my entire portfolio.
Handelsbanken (SVNLF) is my core banking holding, coming in at nearly 5% of my portfolio, and remains, despite headwinds, one of the financial sector stocks I'm most bullish about long term.
While there are multiple things that require