JN
Jakub Niedzwiedzki Portfolio
Invests via Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | Managed by Jakub Niedzwiedzki
Invests via Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Managed by Jakub Niedzwiedzki
Automatically Tracked
Experienced fintech operator and investor focused on early-stage SaaS, payments and developer platforms, with a track record of scaling product and GTM teams across Europe and North America. Jakub Niedzwiedzki combines operating leadership with angel and seed investing, advising startups on go-to-market, product strategy and fundraising. Familiar with founder-friendly term structures and recurring-revenue models, offers portfolio support in hiring, metrics, and preparing companies for Series A and commercial partnerships.
Experienced fintech operator and investor focused on early-stage SaaS, payments and developer platforms, with a track record of scaling product and GTM teams across Europe and North America. Jakub Niedzwiedzki combines operating leadership with angel and seed investing, advising startups on go-to-market, product strategy and fundraising. Familiar with founder-friendly term structures and recurring-revenue models, offers portfolio support in hiring, metrics, and preparing companies for Series A and commercial partnerships.
Investment Philosophy & Strategy
Early-stage operator-investor focused on SaaS, payments and developer platforms, prioritizing recurring-revenue models and founder-friendly terms. Combines hands-on GTM and product scaling experience to underwrite startups on unit economics, CAC payback and ARR growth, favoring capital-efficient paths to Series A. Portfolio engagement centers on hiring, metrics instrumentation, commercial partnerships and pragmatic fundraising. Time horizon: multi-year scaling with disciplined downside protection via staged capital, conservative dilution and signal-driven follow-ons.
Early-stage operator-investor focused on SaaS, payments and developer platforms, prioritizing recurring-revenue models and founder-friendly terms. Combines hands-on GTM and product scaling experience to underwrite startups on unit economics, CAC payback and ARR growth, favoring capital-efficient paths to Series A. Portfolio engagement centers on hiring, metrics instrumentation, commercial partnerships and pragmatic fundraising. Time horizon: multi-year scaling with disciplined downside protection via staged capital, conservative dilution and signal-driven follow-ons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
78.35%
Gain -1.61%
Monthly
1.96%
Yearly
26.25%
Drawdown
26.04%
$319.8M
Equity
Holdings
$319.8M
Investment
$223.75M
$124.22M
Profit -$4.46M
Realized
$28.18M
Unrealized
$96.05M
Dividends
$7.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.61%
Profit
-$4.46M
Win %
75%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$2.93M
Win %
75%
This Month
Compared to last month
Gain
-4.6%
Profit
-$15.43M
Win %
75%
This Year
Compared to last year
Gain
7.81%
Profit
$23.15M
Win %
80%
Events
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Dividends
Dividend Analysis
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| Trades 26 | Longs Won 21/26 80% | Profit Factor 16.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.85M |
| Average Win $6.3M | Best Trade (Aug 03) $26.13M | Sharpe Ratio -19.51 |
| Average Loss -$1.61M | Worst Trade (Sep 21) -$4.51M | Z-Score 4.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $4.78M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 199 | 179 | 159 | 139 | 119 | 99 | 79 | 60 | 40 | 20 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMZN Amazon.com Inc | 306,239 | $59.18M | $76.63M | - | $17.45M | 29.48% | -1.863% |
 CF CF Industries Holdings, Inc. | 195,280 | $15.06M | $23.86M | - | $8.81M | 58.49% | +1.335% |
 DIS The Walt Disney Company | 110,000 | $13.46M | $11.39M | - | -$2.07M | -15.38% | -0.265% |
 EMR Emerson Electric Co. | 100,000 | $11.34M | $15.51M | - | $4.17M | 36.77% | +0.61% |
 FCX Freeport-McMoRan Inc. | 921,400 | $46.3M | $66.76M | - | $20.46M | 44.19% | -2.542% |
 GOOG Alphabet Inc | 174,160 | $26.81M | $58.83M | - | $32.03M | 119.47% | -2.76% |
 PYPL PayPal Holdings Inc | 36,075 | $2.42M | $1.89M | - | -$523,809 | -21.67% | -0.794% |
 UMBF UMB Financial Corporation | 255,660 | $17.23M | $34.48M | - | $17.25M | 100.11% | +0.495% |
 UPS United Parcel Service, Inc. | 84,574 | $12.57M | $8.13M | - | -$4.44M | -35.29% | +0.292% |
 WFC Wells Fargo & Company | 270,000 | $19.38M | $22.3M | - | $2.91M | 15.03% | -0.686% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jakub Niedzwiedzki?
The largest contributions to the portfolio's profits come from the following stocks: CF Industries Holdings, Inc - $12.09M, Freeport-McMoRan Inc - $10.14M, RTX Corporation - $6.88M, United Parcel Service, Inc - $1.38M, and Intel Corporation - $1.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Northern Oil and Gas Inc - $727,987.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jakub Niedzwiedzki's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.47M earned over time. The largest contributors to dividend income include CF Industries Holdings, Inc - $1.84M, United Parcel Service, Inc - $1.38M, Wells Fargo & Company - $729,000, Freeport-McMoRan Inc - $656,034, and Emerson Electric Co - $538,000. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jakub Niedzwiedzki's monthly returns?
Jakub Niedzwiedzki's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jakub Niedzwiedzki's strategy be considered aggressive or moderate?
Jakub Niedzwiedzki's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jakub Niedzwiedzki's strategy?
Jakub Niedzwiedzki's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
