August 2026 was a month of conviction in the core: the All-World ETF drew 37 buyers and not a single seller, while the S&P 500 and NASDAQ-100 ETFs followed close behind. Beneath the surface, investors rotated out of memory and AI chip names like Micron, NVIDIA and Sandisk, and kept feeding Estonian index pension funds with one-way buying.
1. The Core Strategy: Global Diversification
Broad-market index ETFs owned the top three spots, and the buying was almost entirely one-directional.
All-World ETF (various providers): the month's volume leader — 37 buyers and zero sellers, the purest set-and-forget signal on the platform.
S&P 500 ETF (various providers): 30 buyers against just 4 sellers, keeping US large caps at the heart of most portfolios.
NASDAQ-100 ETF (various providers): 31 buyers to 2 sellers as the growth tilt stayed popular.
iShares S&P 500 Information Technology Sector UCITS ETF: a targeted tech overlay with 12 buyers and 1 seller.
iShares STOXX Europe 600 UCITS ETF (DE): 6 buyers to 1 seller for those adding a European sleeve.
With multiple providers behind each index, Portfellow's consolidated cost basis and unified dashboard keep the whole core strategy readable at a glance.
2. Technology & Innovation Leaders
Individual tech stocks were the most two-sided trades of the month — plenty of buying, but an equal amount of profit-taking after a strong AI run.
Microsoft Corporation: the most-traded individual stock (8 buyers, 9 sellers) and evenly split between conviction and cash-out.
Alphabet Inc Class A: the clearest tech buy of the month with 14 buyers and only 1 seller.
Iris Energy Ltd: the AI-infrastructure and bitcoin-mining play kept momentum with 11 buyers to 3 sellers.
Micron Technology Inc & NVIDIA Corporation: the chip leaders tipped toward selling — 8 buyers vs 9 sellers for Micron, 7 vs 8 for NVIDIA.
Palantir Technologies Inc: profit-taking dominated, with 7 sellers against 3 buyers.
Bloom Energy Corp, SpaceX (Class A) & Amazon.com Inc: the higher-conviction growth crowd added to fuel cells, space and e-commerce (8/4, 5/3 and 5/2 buyers/sellers).
When the same stock is bought on one broker and sold on another, Portfellow's multi-currency conversions and true money-weighted performance show exactly what the round trip earned.
3. Local Focus: The Baltic Powerhouses
Estonian index pension funds and blue-chip local equities kept their loyal following — with retirement savers buying on autopilot.
LHV Pensionifond Indeks III: 12 buyers and zero sellers, the most-bought pension fund of the month.
Swedbanki pensionifond indeks 1990-99 sündinutele: 10 buyers, no sellers — another one-way retirement flow.
LHV Group: the most-traded Baltic stock with 8 buyers to 3 sellers.
Merko Ehitus: 7 buyers against 2 sellers as the construction group stayed in demand.
Tallinna Kaubamaja Grupp: more balanced at 5 buyers and 4 sellers.
Artea Bankas AB: the Lithuanian bank drew 5 buyers to 2 sellers.
Pension funds, Tallinn-listed shares and foreign brokers all land in one Portfellow dashboard — so your true Baltic exposure and CAGR are never a guess.
4. Alternative Assets & Income
Crypto and income-generating real assets rounded out the top 25.
Bitcoin (various providers): 13 buyers to 4 sellers, keeping crypto firmly in the accumulation phase.
Realty Income Corp: the monthly-dividend REIT attracted 8 buyers and 1 seller.
EfTEN United Property Fund: local real estate income with 7 buyers to 1 seller.
Berkshire Hathaway Inc: 7 buyers against 1 seller for the classic diversified compounder.
Whether it's a REIT dividend or a crypto exchange balance, Portfellow tracks the cost basis and income of every alternative alongside your equities.
Most Sold This Month
The selling side tells a clear story: after a strong run in memory and AI chips, investors locked in gains.
Five of the top nine sells are memory and semiconductor names (Micron, NVIDIA, Sandisk, SK Hynix, Western Digital), while Salesforce.com was a pure exit with 5 sellers and no buyers at all — a textbook rotation out of software and into cash or index funds.
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