In July 2026, Portfellow users prioritized global diversification through NASDAQ-100, All-World, and S&P 500 ETFs. Individual equity trading focused on AI and semiconductor leaders like Iris Energy and Micron Technology, while Baltic investors targeted local names and fixed income — from LHV Group and EfTEN real estate to Estonian pension index funds.
Clarity is the whole point. While self-directed investors battle broken XIRR formulas in the Spreadsheet of Shame, reconciling multi-currency trades by hand and app-hopping between broker dashboards, the Portfellow community leans on automated, money-weighted returns to see true performance on a unified dashboard. Here is an exact breakdown of the most bought and sold instruments in July:
1. The Core Strategy: Global Diversification
Broad-market index ETFs anchored the month, all three heavily buyer-skewed:
NASDAQ-100 ETF: the month's overall volume leader with 55 traders — 52 buyers to just 8 sellers.
All-World ETF: 51 traders, with 49 buyers against only 4 sellers.
S&P 500 ETF: 48 traders, 43 buyers to 5 sellers.
This is textbook accumulation, and it's exactly where Portfellow's automatic cost-basis tracking and multi-currency conversion keep your true return honest.
2. Technology & Innovation Leaders
Conviction ran toward AI, compute, and memory:
Iris Energy Ltd: the most-traded individual name — 46 traders with a striking 46 buyers to 8 sellers.
Micron Technology Inc: the most-traded megacap, with 29 buyers to 10 sellers (31 traders).
Microsoft Corporation: 25 traders (22 buyers, 6 sellers).
Alphabet Inc Class A: 21 traders, nearly all buyers (20 buyers, 2 sellers).
NVIDIA Corporation: 17 traders (15 buyers, 6 sellers).
Semiconductors ran deep — Sandisk, Applied Optoelectronics, AMD, Apple, Amazon, Meta, and Ouster all made the top 25. For this many correlated growth names, a unified dashboard is the line between real diversification and accidental concentration.
3. Local Focus: The Baltic Powerhouses
The Baltic bench stayed busy, with a clear tilt toward local fixed income and retirement planning:
EfTEN Real Estate Fund: the top local name at 18 traders (16 buyers, 2 sellers).
LHV Group: 17 traders (12 buyers, 5 sellers).
Volta SKAI 10.00% 2Y bond: 15 traders — all sellers, no buyers, consistent with a maturing or redeemed position.
LHV Pensionifond Indeks III: steady accumulation at 14 traders (13 buyers, 1 seller).
Swedbanki pensionifond indeks 1990-99: 10 traders, every one a buyer.
Tallink Grupp (11), Ignitis grupÄ— (11), and Merko Ehitus (10) rounded out the local equities. This is set-and-forget retirement building, where accurate cost basis across years of contributions really earns its keep.
4. Alternative Assets & Income
Income and alternatives closed out the top 25:
Bitcoin: 12 traders (10 buyers, 2 sellers).
Realty Income Corp: the income/REIT flag-bearer at 10 traders (9 buyers, 1 seller).
These are the positions where money-weighted return matters most — dividend income, crypto volatility, and irregular contributions all distort a naïve percentage gain, and only true XIRR shows whether the income sleeve is pulling its weight.
Most Sold This Month
Selling activity was led by a maturing bond, with the rest looking like profit-taking and rotation inside hot names:
| Instrument | Sellers | Buyers |
|---|---|---|
| Volta SKAI 10.00% 2Y bond | 15 | 0 |
| Sandisk Corp | 10 | 11 |
| Micron Technology Inc | 10 | 29 |
| NASDAQ-100 ETF (various providers) | 8 | 52 |
| Iris Energy Ltd | 8 | 46 |
| Ignitis grupÄ— | 7 | 4 |
| Rubrik, Inc. | 7 | 2 |
| NVIDIA Corporation | 6 | 15 |
| Advanced Micro Devices Inc | 6 | 10 |
| Microsoft Corporation | 6 | 22 |
| VanEck Defense ETF A USD Acc EUR | 5 | 1 |
| S&P 500 ETF (various providers) | 5 | 43 |
| LHV Group | 5 | 12 |
| Swedbank AB (publ) | 4 | 0 |
| Artea Bankas AB | 4 | 2 |
The Volta bond's all-seller profile points to redemption, not bearishness, while trims in Sandisk, Micron, NVIDIA, and Microsoft — all still net-bought — read as harvesting into strength. Ignitis grupė was the one genuine net-sell among the locals (7 sellers to 4 buyers).
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