MS
Malgorzata Serafin Portfolio
Invests via PKO Investment Management Joint-Stock Co | Managed by Malgorzata Serafin
Invests via PKO Investment Management Joint-Stock Co
Managed by Malgorzata Serafin
Automatically Tracked
Seasoned investor and operator with cross-border experience in growth-stage technology and healthcare companies. Malgorzata Serafin has led strategy, corporate development and M&A initiatives and worked with buyouts, minority growth investments and operational turnarounds. She brings a finance-oriented approach to portfolio value creation, board-level governance and exit planning, and typically engages with founders, PE sponsors and corporate acquirers.
Seasoned investor and operator with cross-border experience in growth-stage technology and healthcare companies. Malgorzata Serafin has led strategy, corporate development and M&A initiatives and worked with buyouts, minority growth investments and operational turnarounds. She brings a finance-oriented approach to portfolio value creation, board-level governance and exit planning, and typically engages with founders, PE sponsors and corporate acquirers.
Investment Philosophy & Strategy
Combines a finance-driven, operational lens to back growth-stage technology and healthcare companies across borders, prioritizing investments where strategic M&A, corporate development and governance can accelerate scale and exit value. Targets minority growth and control-oriented situations where board engagement, operational turnarounds and disciplined capital allocation unlock EBITDA improvement. Deploys medium-to-long horizon capital with rigorous due diligence, clear value-creation milestones and scenario-based risk sizing. Favors assets with strong founder alignment or sponsor partnerships, differentiated product-market fit and predictable regulatory pathways. Competitive edge lies in marrying dealcraft and execution—crafting integration plans, reinforcing commercial execution and shaping exit routes to capture multiple expansion.
Combines a finance-driven, operational lens to back growth-stage technology and healthcare companies across borders, prioritizing investments where strategic M&A, corporate development and governance can accelerate scale and exit value. Targets minority growth and control-oriented situations where board engagement, operational turnarounds and disciplined capital allocation unlock EBITDA improvement. Deploys medium-to-long horizon capital with rigorous due diligence, clear value-creation milestones and scenario-based risk sizing. Favors assets with strong founder alignment or sponsor partnerships, differentiated product-market fit and predictable regulatory pathways. Competitive edge lies in marrying dealcraft and execution—crafting integration plans, reinforcing commercial execution and shaping exit routes to capture multiple expansion.
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:
121.29%
Gain -0.65%
Monthly
1.51%
Yearly
19.66%
Drawdown
21.29%
$1.42B
Equity
Holdings
$1.42B
Investment
$988.14M
$1.04B
Profit -$7.47M
Realized
$607.85M
Unrealized
$429.14M
Dividends
$82.23M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$7.47M
Win %
72%
This Week
Compared To Last Week
Gain
-2.26%
Profit
-$32.75M
Win %
72%
This Month
Compared to last month
Gain
-0.56%
Profit
-$7.94M
Win %
72%
This Year
Compared to last year
Gain
2.84%
Profit
$39.14M
Win %
69%
ORLA Orla Mining Ltd.
+5.65%
+$61,482.74 
HONA Honeywell Aerospace Inc.
+3.73%
+$63,892.5 
IDXX IDEXX Laboratories, Inc.
+2.98%
+$60,310.04 
H Hyatt Hotels Corporation
+2.84%
+$10,538 
AYASF Aya Gold & Silver Inc.
+2.78%
+$26,500 
EQT EQT Corporation
+2.66%
+$25,668 
EXE Expand Energy Corporation
+2.57%
+$15,878 
CMCSA Comcast Corp
+2.32%
+$55,550 
PODD Insulet Corporation
+2.25%
+$3,129.9 
AUGO Aura Minerals Inc.
+2.2%
+$37,662 
RS Reliance Inc.
+2.2%
+$15,216.72 
NUE Nucor Corporation
+2.19%
+$37,820.3 
BKR Baker Hughes Company
+2.17%
+$35,400 
NEM Newmont Corporation
+2.08%
+$813,215.94 
PEP PepsiCo, Inc.
+2.02%
+$162,483.65 
CNQ Canadian Natural Resources Limited
+1.98%
+$59,431 
CPRI Capri Holdings Ltd.
+1.96%
+$2,325 
MCHP Microchip Technology Incorporated
+1.95%
+$29,000 
AEP American Electric Power Company, Inc.
+1.88%
+$39,695 
BHP BHP Group Ltd.
+1.85%
+$118,207.28 
RGLD Royal Gold Inc.
+1.76%
+$111,245.37 
EOG EOG Resources, Inc.
+1.73%
+$41,976 
MAR Marriott International Inc. - Class A
+1.72%
+$116,512.18 
STLD Steel Dynamics Inc.
+1.68%
+$19,399.55 
COP ConocoPhillips
+1.67%
+$88,259.43 
CDE Coeur Mining, Inc.
+1.66%
+$111,918.99 
EXC Exelon Corporation
+1.65%
+$24,500 
GFI Gold Fields Ltd. Sponsored ADR
+1.59%
+$199,396.99 
HLT Hilton Worldwide Holdings Inc.
+1.54%
+$87,782.22 
SVM Silvercorp Metals Inc.
+1.54%
+$15,000 
SLB Schlumberger Limited
+1.53%
+$36,757.28 
FANG Diamondback Energy Inc
+1.47%
+$45,696.75 
IAG Iamgold Corporation
+1.46%
+$61,093.24 
BTG B2Gold Corp
+1.45%
+$45,020.78 
TMUS T-Mobile US, Inc.
+1.44%
+$78,925.04 
JNJ Johnson & Johnson
+1.41%
+$100,533 
DIS The Walt Disney Company
+1.4%
+$38,418.3 
VIK Viking Holdings Ltd
+1.35%
+$14,125 
SU Suncor Energy Inc.
+1.32%
+$34,800 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.27%
+$4,875 
AWK American Water Works Company, Inc.
+1.2%
+$14,390 
CVE Cenovus Energy Inc.
+1.19%
+$15,544.28 
XYL Xylem Inc.
+1.17%
+$5,445 
COST Costco Wholesale Corporation
+1.16%
+$147,159.87 
CVX Chevron Corporation
+1.14%
+$140,586.94 
FSM Fortuna Mining Corp
+1.14%
+$18,172.56 
XEL Xcel Energy Inc.
+1.13%
+$17,000 
DVN Devon Energy Corporation
+1.12%
+$18,003.7 
OR OR ROYALTIES INC COMMON STOCK
+1.11%
+$24,314.16 
MRK Merck & Co., Inc.
+1.1%
+$48,150 
EIX Edison International
+1.1%
+$21,502.5 
TXN Texas Instruments Inc
+1.04%
+$93,120 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+1.03%
+$36,196.3 
ADI Analog Devices, Inc.
+1.02%
+$70,379.83 
ORLY O'Reilly Automotive Inc.
+1.02%
+$24,300 
CI The Cigna Group
+0.99%
+$27,918 
ROST Ross Stores, Inc.
+0.94%
+$19,800 
AAPL Apple Inc.
+0.93%
+$538,900 
PAAS Pan American Silver Corp.
+0.91%
+$81,316 
LLY Eli Lilly and Company
+0.88%
+$96,512.59 
FNV Franco-Nevada Corporation
+0.84%
+$144,583.52 
ZTS Zoetis Inc.
+0.82%
+$3,547.5 
TPR Tapestry Inc.
+0.81%
+$12,610 
EGO Eldorado Gold Corporation
+0.8%
+$33,624.63 
KGC Kinross Gold Corporation
+0.8%
+$106,609.19 
COO The Cooper Companies, Inc.
+0.78%
+$1,350 
SIG Signet Jewelers Ltd.
+0.77%
+$3,167.5 
WMT Walmart Inc.
+0.76%
+$126,000 
MNST Monster Beverage Corporation
+0.74%
+$14,740 
SA Seabridge Gold Inc.
+0.73%
+$7,303.45 
CGAU Centerra Gold Inc.
+0.73%
+$15,360 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$17,514.24 
XOM Exxon Mobil Corporation
+0.66%
+$106,393.18 
SYK Stryker Corporation
+0.63%
+$9,250 
AEM Agnico Eagle Mines Limited
+0.63%
+$239,681.6 
PCAR PACCAR Inc.
+0.62%
+$9,660 
FCX Freeport-McMoRan Inc.
+0.6%
+$19,432.65 
MCK McKesson Corporation
+0.59%
+$10,316.23 
WPM Wheaton Precious Metals Corp.
+0.58%
+$116,618.9 
CAH Cardinal Health Inc.
+0.57%
+$3,795.97 
PFE Pfizer Inc.
+0.54%
+$26,632 
ADP Automatic Data Processing Inc.
+0.52%
+$19,110.13 
AMGN Amgen Inc.
+0.51%
+$36,408.02 
SSRM Ssr Mining Inc.
+0.47%
+$12,289.8 
ALNY Alnylam Pharmaceuticals Inc
+0.47%
+$8,175.01 
WST West Pharmaceutical Services, Inc.
+0.47%
+$1,424.01 
ARIS Aris Water Solutions Inc.
+0.46%
+$8,320 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.45%
+$6,142.5 
FAST Fastenal Co.
+0.45%
+$7,875 
OXY Occidental Petroleum Corporation
+0.45%
+$6,655.5 
PYPL PayPal Holdings Inc
+0.42%
+$8,400 
ABNB Airbnb, Inc.
+0.38%
+$7,370 
B BARRICK MINING CORP Common Stock (ABR0)
+0.38%
+$98,595.81 
ZBH Zimmer Biomet Holdings, Inc.
+0.38%
+$900 
BMY Bristol-Myers Squibb Company
+0.38%
+$4,830 
SKE Skeena Resources Ltd.
+0.38%
+$5,760 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.36%
+$2,100 
INCY Incyte Corporation
+0.36%
+$852.6 
CVS CVS Health Corporation
+0.36%
+$11,649 
WSM Williams-Sonoma, Inc.
+0.35%
+$4,895.01 
ISRG Intuitive Surgical, Inc.
+0.35%
+$25,479.17 
ABBV AbbVie Inc.
+0.31%
+$18,868.21 
CTVA Corteva Inc.
+0.27%
+$727.93 
WM Waste Management, Inc.
+0.23%
+$3,334.24 
TPL Texas Pacific Land Corporation
+0.23%
+$1,436.57 
BKNG Booking Holdings Inc.
+0.22%
+$11,100 
NVDA NVIDIA Corporation
+0.21%
+$169,280 
DD DuPont de Nemours, Inc.
+0.2%
+$4,694.22 
ELV Elevance Health, Inc.
+0.19%
+$2,119 
MDLN Medline Inc.
+0.14%
+$260 
EXK Endeavour Silver Corp.
+0.12%
+$1,370 
CTAS Cintas Corporation
+0.11%
+$2,640 
COR Cencora, Inc.
+0.11%
+$1,110 
TECK Teck Resources Ltd.
+0.11%
+$1,223.11 
LVS Las Vegas Sands Corp.
+0.08%
+$900 
RSG Republic Services, Inc.
+0.08%
+$1,890.11 
BIIB Biogen Inc.
+0.05%
+$208.98 
SGI Somnigroup International Inc.
+0.05%
+$300 
PAYX Paychex Inc.
+0.02%
+$180 
AGI Alamos Gold Inc.
+0.02%
+$991.82 
NTCXF Natcore Technology Inc.
0%
$0 
WCN Waste Connections Inc.
0%
+$0.11 
HONIV Honeywell International Inc.
0%
$0 OCAN
OCAND
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-9.16%
-$95,775 
CRWD CrowdStrike Holdings, Inc.
-7.32%
-$608,940.34 
PANW Palo Alto Networks, Inc.
-7.26%
-$699,269.74 
FTNT Fortinet Inc.
-6.53%
-$261,250 
MSTR Strategy Inc.
-6.47%
-$97,899.9 
DDOG Datadog, Inc. Class A Common Stock
-6.38%
-$170,000 
PLTR Palantir Technologies Inc.
-5.74%
-$874,760 
RKLB Rocket Lab Corporation
-5.6%
-$64,995 
RVMD Revolution Medicines Inc.
-5.17%
-$21,515.98 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.33%
-$65,300.05 
WDC Western Digital Corporation
-4.17%
-$171,120.11 
SNDK SanDisk Corporation
-4.12%
-$258,817.5 
LITE Lumentum Holdings Inc.
-4.06%
-$38,807.98 
AXON Axon Enterprise, Inc.
-4.03%
-$50,370 
INTC Intel Corporation
-4%
-$618,840 
SNPS Synopsys, Inc.
-3.81%
-$119,661.93 
ARM Arm Holdings plc American Depositary Receipt
-3.67%
-$107,879.88 
AMD Advanced Micro Devices, Inc.
-3.5%
-$1.04M 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.5%
-$22,640.02 
MU Micron Technology, Inc.
-3.39%
-$1.23M 
HUM Humana Inc.
-3.37%
-$18,915.01 
LRCX Lam Research Corporation
-3.25%
-$365,714.59 
AMAT Applied Materials, Inc.
-2.96%
-$330,460.26 
KLAC KLA Corporation
-2.86%
-$209,580.42 
ILMN Illumina, Inc.
-2.75%
-$11,069.99 
MRVL Marvell Technology, Inc.
-2.64%
-$191,100.3 
AVGO Broadcom Inc.
-2.55%
-$527,399.4 
TER Teradyne, Inc.
-2.47%
-$42,324.95 
ADBE Adobe Inc.
-2.46%
-$92,700 
NFLX Netflix, Inc.
-2.38%
-$276,000 
INSM Insmed Inc.
-2.36%
-$11,934 
ADSK Autodesk, Inc.
-2.15%
-$36,820 
META Meta Platforms Inc Class A
-2.14%
-$566,998.92 
APP AppLovin Corporation Class A Common Stock
-2.12%
-$60,486.1 
RIVN Rivian Automotive, Inc.
-1.94%
-$9,093.6 
INTU Intuit Inc.
-1.93%
-$129,489.56 
TTWO Take-Two Interactive Software, Inc.
-1.8%
-$22,590 
DGX Quest Diagnostics Inc.
-1.75%
-$4,189.99 
CDNS Cadence Design Systems, Inc.
-1.74%
-$48,547 
CSCO Cisco Systems, Inc.
-1.73%
-$209,000 
MGM MGM Resorts International
-1.73%
-$4,335 
UTHR United Therapeutics Corporation
-1.67%
-$4,530.01 
WAT Waters Corporation
-1.66%
-$9,212.5 
MSFT Microsoft Corp.
-1.53%
-$778,320 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$22,400 
CCJ Cameco Corporation
-1.49%
-$16,723.88 
EW Edwards Lifesciences Corporation
-1.48%
-$7,799.99 
TMO Thermo Fisher Scientific Inc.
-1.46%
-$46,873.95 
CNC Centene Corporation
-1.43%
-$5,050 
GOOGL Alphabet Inc
-1.33%
-$315,520 
LH Labcorp Holdings Inc.
-1.31%
-$4,260 
WYNN Wynn Resorts, Limited
-1.27%
-$8,775 
IQV IQVIA Holdings Inc.
-1.21%
-$8,225.02 
GOOG Alphabet Inc
-1.2%
-$269,100 
ODFL Old Dominion Freight Line, Inc.
-1.17%
-$11,050 
UNH UnitedHealth Group Incorporated
-1.16%
-$63,735.66 
RL Ralph Lauren Corporation
-1.15%
-$12,375.02 
NIO Nio Inc.
-1.14%
-$2,400 
SHOP Shopify Inc.
-1.08%
-$77,200 
A Agilent Technologies Inc.
-1.07%
-$7,520 
EEM iShares MSCI Emerging Markets ETF
-1.03%
-$93,398.58 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-1.03%
-$25,774.08 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$57,736.25 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$115,568.38 
TSLA Tesla, Inc.
-0.89%
-$199,260 
GILD Gilead Sciences Inc.
-0.84%
-$77,805 
HCA HCA Healthcare Inc.
-0.84%
-$10,611 
IWM iShares Russell 2000 ETF
-0.82%
-$86,334.42 
DASH DoorDash, Inc.
-0.78%
-$22,650.04 
CLH Clean Harbors Inc.
-0.76%
-$36,600 
RMD ResMed Inc.
-0.76%
-$3,312 
PDD PDD Holdings Inc. American Depositary Shares
-0.74%
-$15,250 
QCOM QUALCOMM Incorporated
-0.73%
-$47,159.64 
BDX Becton, Dickinson and Company
-0.71%
-$5,068.96 
DXCM DexCom, Inc.
-0.66%
-$8,642 
DHR Danaher Corporation
-0.64%
-$11,840 
MELI MercadoLibre, Inc.
-0.63%
-$18,743.97 
MTD Mettler-Toledo International Inc.
-0.61%
-$2,488.76 
VEEV Veeva Systems Inc.
-0.59%
-$3,680 
AMZN Amazon.com Inc
-0.47%
-$170,168.57 
NBIX Neurocrine Biosciences Inc.
-0.46%
-$882 
EL The Estée Lauder Companies Inc. Class A
-0.41%
-$6,675 
BSX Boston Scientific Corporation
-0.41%
-$4,140 
RH RH
-0.4%
-$387.28 
CF CF Industries Holdings, Inc.
-0.39%
-$2,270.1 
VOO Vanguard S&P 500 ETF
-0.39%
-$138,235 
CSX CSX Corporation
-0.39%
-$9,500 
IVV iShares Core S&P 500 ETF
-0.37%
-$602,061.5 
HL Hecla Mining Company
-0.35%
-$12,755.27 
MPWR Monolithic Power Systems, Inc.
-0.34%
-$5,889.66 
CEG Constellation Energy Corporation
-0.25%
-$8,160 
ABT Abbott Laboratories
-0.23%
-$5,040 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$12,333.66 
REGN Regeneron Pharmaceuticals, Inc.
-0.2%
-$9,469.68 
ADM Archer-Daniels-Midland Co
-0.16%
-$1,969.5 
AG First Majestic Silver Corp
-0.15%
-$6,092.65 
URTH iShares MSCI World ETF
-0.15%
-$7,812 
EMR Emerson Electric Co.
-0.14%
-$3,775.05 
EQX Equinox Gold Corp.
-0.14%
-$6,003.72 
ROP Roper Technologies Inc.
-0.12%
-$1,583.05 
TOL Toll Brothers Inc
-0.08%
-$638 
GEHC GE HealthCare Technologies Inc.
-0.04%
-$630 
SBUX Starbucks Corporation
-0.01%
-$125 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3517 | Longs Won 2258/3517 64% | Profit Factor 4.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $579,588.55 | Best Trade (Oct 15) $21.66M | Sharpe Ratio -46.86 |
| Average Loss -$215,827.91 | Worst Trade (Mar 31) -$6M | Z-Score 3.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 4d | Expectancy $294,848.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4,000 | $463,420 | $694,680 | - | $231,260 | 49.9% | -1.071% |
| AAPL Apple Inc. | 170,000 | $36.9M | $58.68M | - | $21.77M | 59% | +0.927% |
| ABBV AbbVie Inc. | 21,200 | $3.95M | $6.03M | - | $2.08M | 52.64% | +0.314% |
| ABNB Airbnb, Inc. | 11,000 | $1.34M | $1.92M | - | $588,830 | 44.09% | +0.384% |
| ABT Abbott Laboratories | 21,000 | $2.85M | $2.19M | - | -$658,829.67 | -23.1% | -0.229% |
| ADBE Adobe Inc. | 15,000 | $6.41M | $3.68M | - | -$2.73M | -42.56% | -2.456% |
| ADI Analog Devices, Inc. | 17,000 | $4.15M | $6.94M | - | $2.79M | 67.18% | +1.025% |
| ADM Archer-Daniels-Midland Co | 15,150 | $1.13M | $1.25M | - | $127,044.02 | 11.27% | -0.157% |
| ADP Automatic Data Processing Inc. | 13,000 | $3.75M | $3.73M | - | -$18,829.88 | -0.5% | +0.515% |
| ADSK Autodesk, Inc. | 7,000 | $2.08M | $1.68M | - | -$396,806.47 | -19.11% | -2.146% |
| AEM Agnico Eagle Mines Limited | 203,120 | $15.74M | $38.34M | - | $22.59M | 143.49% | +0.629% |
| AEP American Electric Power Company, Inc. | 17,000 | $2.33M | $2.15M | - | -$173,145 | -7.44% | +1.879% |
| AG First Majestic Silver Corp | 243,706 | $2.74M | $3.92M | - | $1.17M | 42.79% | -0.155% |
| AGI Alamos Gold Inc. | 198,363 | $3.71M | $6.34M | - | $2.63M | 70.96% | +0.016% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 5,000 | $2.42M | $1.44M | - | -$970,500 | -40.18% | -4.325% |
| ALNY Alnylam Pharmaceuticals Inc | 7,500 | $2.96M | $1.76M | - | -$1.2M | -40.45% | +0.466% |
| AMAT Applied Materials, Inc. | 26,000 | $4.83M | $10.85M | - | $6.01M | 124.4% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 53,000 | $6.25M | $28.75M | - | $22.5M | 359.93% | -3.504% |
| AMGN Amgen Inc. | 16,400 | $4.59M | $7.15M | - | $2.57M | 55.9% | +0.511% |
| AMZN Amazon.com Inc | 143,000 | $27.26M | $36.26M | - | $9M | 33.03% | -0.467% |
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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 Malgorzata Serafin?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $98.38M, Microsoft Corp - $57.12M, NVIDIA Corporation - $56.81M, Apple Inc - $45.56M, and Iridium Communications Inc - $39.1M. 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: 00165c104 - $11.7M, The Children's Place, Inc - $11.04M, PayPal Holdings Inc - $10.74M, Infinera Corporation - $5.37M, and Hudbay Minerals Inc - $3.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Malgorzata Serafin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $82.23M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $16.56M, iShares MSCI Emerging Markets ETF - $3.24M, Microsoft Corp - $3.14M, Newmont Corporation - $2.56M, and Sibanye Stillwater Ltd - ADR - $2.31M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Malgorzata Serafin's monthly returns?
Malgorzata Serafin'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 Malgorzata Serafin's strategy be considered aggressive or moderate?
Malgorzata Serafin'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 Malgorzata Serafin's strategy?
Malgorzata Serafin's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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