Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Portfolio

Invests via Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | Managed by Maciej Chudzik, Tomasz Piotrowski, Maciej Kołodziejczyk, Grzegorz Czekaj, Mikołaj Stępniewski, Jarosław Niedzielewski, Piotr Dziadek, Łukasz Hejak, Michał Wiernicki
Invests via Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Managed by Maciej Chudzik, Tomasz Piotrowski, Maciej Kołodziejczyk, Grzegorz Czekaj, Mikołaj Stępniewski, Jarosław Niedzielewski, Piotr Dziadek, Łukasz Hejak, Michał Wiernicki
Automatically Tracked
Tracking: 0 Updated: 17 hours ago
Company Profile

A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.

A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.

Investment Philosophy & Strategy

Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.

Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.

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:
82.9%
Gain -0.03%
Monthly
1.57%
Yearly
20.61%
Drawdown
30.46%
$299.29M
Equity
Holdings
$299.29M
Investment
$210.16M
$272.85M
Profit -$400,103.22
Realized
$183.72M
Unrealized
$89.13M
Dividends
$6.22M

Goals

Avg. 56.5% completed goals
Yearly
Gain > 5%
2026
13%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$400,103.22
Win %
71%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$400,103.22
Win %
71%
This Month
Compared to last month
Gain
3.43%
Profit
$9.89M
Win %
71%
This Year
Compared to last year
Gain
0.67%
Profit
$1.99M
Win %
71%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$1.74M
DexCom, Inc. logo
DXCM DexCom, Inc.
+11.95%
+$289,575
Monolithic Power Systems, Inc. logo
MPWR Monolithic Power Systems, Inc.
+8.35%
+$153,570.27
Eaton Corporation plc logo
ETN Eaton Corporation plc
+7.32%
+$69,897.39
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$959,686.6
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$2,921.1
Guardant Health Inc. logo
GH Guardant Health Inc.
+6.33%
+$99,292
Coherent Corp. logo
COHR Coherent Corp.
+5.55%
+$55,098.77
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+5.46%
+$32,412.44
Applied Optoelectronics, Inc. logo
AAOI Applied Optoelectronics, Inc.
+4.67%
+$43,354.58
FTAI Aviation Ltd. logo
FTAI FTAI Aviation Ltd.
+4.3%
+$39,185
MongoDB Inc. logo
MDB MongoDB Inc.
+3.56%
+$4,118
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+3.52%
+$13,947.5
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$177,082.79
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$56,084.16
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$594,757.72
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
+2.99%
+$61,230.63
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$552,574.51
Everpure Inc. logo
P Everpure Inc.
+2.81%
+$2,743
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
+2.71%
+$53,289.6
Novanta Inc. logo
NOVT Novanta Inc.
+2.62%
+$1,477.84
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$4,764.08
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+2.32%
+$51,903.84
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+2.28%
+$3,582
Fastenal Co. logo
FAST Fastenal Co.
+2.25%
+$6,300
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+2.19%
+$3,342.19
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
+2.16%
+$30,959.91
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$736.29
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
+2.13%
+$3,653.14
Karman Holdings Inc. logo
KRMN Karman Holdings Inc.
+1.97%
+$24,087
Johnson Controls International plc logo
JCI Johnson Controls International plc
+1.93%
+$539.32
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+1.93%
+$20,951.65
Zscaler Inc. logo
ZS Zscaler Inc.
+1.89%
+$1,090.28
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+1.89%
+$31,930.8
Salesforce Inc logo
CRM Salesforce Inc
+1.83%
+$92,305.8
HubSpot, Inc. logo
HUBS HubSpot, Inc.
+1.83%
+$7,305.88
Oracle Corporation logo
ORCL Oracle Corporation
+1.81%
+$21,686.28
Aaon Inc. logo
AAON Aaon Inc.
+1.68%
+$15,434.98
Construction Partners, Inc. Class A Common Stock logo
ROAD Construction Partners, Inc. Class A Common Stock
+1.63%
+$59,635.5
Rambus Inc. logo
RMBS Rambus Inc.
+1.62%
+$24,142.48
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
+1.59%
+$2,190
Applied Industrial Technologies Inc. logo
AIT Applied Industrial Technologies Inc.
+1.58%
+$13,239.15
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+1.43%
+$10,648.54
Quanta Services Inc. logo
PWR Quanta Services Inc.
+1.43%
+$59,891.36
Schlumberger Limited logo
SLB Schlumberger Limited
+1.39%
+$6,160.12
KLA Corporation logo
KLAC KLA Corporation
+1.38%
+$21,453.93
Ciena Corporation logo
CIEN Ciena Corporation
+1.34%
+$21,359.14
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$3,101.55
Verisign Inc. logo
VRSN Verisign Inc.
+1.2%
+$3,539.76
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$1,315.8
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+1.18%
+$84.7
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+1.18%
+$7,080.02
EQT Corporation logo
EQT EQT Corporation
+1.1%
+$247.08
Timken Co. logo
TKR Timken Co.
+1.06%
+$656.64
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+1.05%
+$83,036.28
Adobe Inc. logo
ADBE Adobe Inc.
+1.01%
+$245.98
Extreme Networks, Inc. logo
EXTR Extreme Networks, Inc.
+1%
+$3,900
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
+0.98%
+$6,409.19
Kratos Defense & Security Solutions, Inc. logo
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$9,411.41
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.92%
+$30,360.68
Flowserve Corporation logo
FLS Flowserve Corporation
+0.89%
+$3,115.5
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.89%
+$5,942.79
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.86%
+$349.53
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.85%
+$5,758.83
Canadian Pacific Kansas City Limited logo
CP Canadian Pacific Kansas City Limited
+0.83%
+$3,650
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.79%
+$6,490.06
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$5,961.31
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+0.76%
+$905.81
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.7%
+$16,851.21
Waste Connections Inc. logo
WCN Waste Connections Inc.
+0.67%
+$3,169.05
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+0.65%
+$2,915.99
Customers Bancorp Inc. logo
CUBI Customers Bancorp Inc.
+0.61%
+$2,784
Dutch Bros Inc. logo
BROS Dutch Bros Inc.
+0.61%
+$8,012
Victoria's Secret & Co. logo
VSCO Victoria's Secret & Co.
+0.58%
+$8,274.75
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+0.52%
+$10,270.62
General Motors Company logo
GM General Motors Company
+0.52%
+$7,108.84
Axon Enterprise, Inc. logo
AXON Axon Enterprise, Inc.
+0.47%
+$20,368.97
Vale S.A. logo
VALE Vale S.A.
+0.47%
+$102.41
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+0.42%
+$7,628.04
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$105.84
Valero Energy Corporation logo
VLO Valero Energy Corporation
+0.38%
+$1,057.91
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$21,778.56
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$1,783.1
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
+0.35%
+$2,654.34
Federal Signal Corp. logo
FSS Federal Signal Corp.
+0.32%
+$7,258
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.32%
+$39.36
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$9,025.88
Symbotic Inc. Class A logo
SYM Symbotic Inc. Class A
+0.26%
+$3,858.21
Wesco International Inc. logo
WCC Wesco International Inc.
+0.24%
+$48.38
Casella Waste Systems Inc. logo
CWST Casella Waste Systems Inc.
+0.23%
+$525
CME Group Inc. logo
CME CME Group Inc.
+0.21%
+$570.01
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$224.72
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.2%
+$868.01
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+0.16%
+$5,188.71
UMB Financial Corporation logo
UMBF UMB Financial Corporation
+0.15%
+$803.04
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.1%
+$287.99
Citigroup Inc. logo
C Citigroup Inc.
+0.1%
+$288.06
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.1%
+$1,284.14
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$1,345.83
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.06%
+$205.8
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
H591
H5919C104
0%
$0
G200
G2004J103
0%
$0
OSW
OSW
0%
$0
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$609,910.48
Adaptive Biotechnologies Corporation logo
ADPT Adaptive Biotechnologies Corporation
-6.66%
-$9,418.5
Celestica Inc. logo
CLS Celestica Inc.
-6%
-$10,659.6
Linde plc logo
LIN Linde plc
-5.95%
-$36,554.09
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-5.9%
-$547,535.52
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-4.34%
-$27,884.09
Shopify Inc. logo
SHOP Shopify Inc.
-4.29%
-$38,818.5
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-3.63%
-$8,652.92
Boot Barn Holdings, Inc. logo
BOOT Boot Barn Holdings, Inc.
-3.48%
-$9,361.18
M/I Homes Inc. logo
MHO M/I Homes Inc.
-3.44%
-$28,428.4
Coeur Mining, Inc. logo
CDE Coeur Mining, Inc.
-3.18%
-$1,399.93
Aptiv PLC logo
APTV Aptiv PLC
-2.79%
-$11,988
Klaviyo Inc. logo
KVYO Klaviyo Inc.
-2.78%
-$34,629
Toll Brothers Inc logo
TOL Toll Brothers Inc
-2.76%
-$22,633.37
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
-2.75%
-$37,328.29
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$2,640.34
Circle Internet Group, Inc. logo
CRCL Circle Internet Group, Inc.
-2.54%
-$2,083.14
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$11,218.98
Somnigroup International Inc. logo
SGI Somnigroup International Inc.
-2.3%
-$22,946
Newmont Corporation logo
NEM Newmont Corporation
-2.14%
-$2,230.4
Alamos Gold Inc. logo
AGI Alamos Gold Inc.
-2.01%
-$4,845
Netflix, Inc. logo
NFLX Netflix, Inc.
-2%
-$5,110
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
-1.97%
-$6,615.11
Griffon Corporation logo
GFF Griffon Corporation
-1.97%
-$18,078.5
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.9%
-$153,744.69
Toast Inc. logo
TOST Toast Inc.
-1.77%
-$3,770
PulteGroup Inc. logo
PHM PulteGroup Inc.
-1.76%
-$1,007.88
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.68%
-$480.76
Block, Inc. logo
SQ Block, Inc.
-1.64%
-$41,100.75
Snowflake Inc. logo
SNOW Snowflake Inc.
-1.62%
-$26,056.97
Irhythm Technologies Inc. logo
IRTC Irhythm Technologies Inc.
-1.6%
-$3,438
Lam Research Corporation logo
LRCX Lam Research Corporation
-1.58%
-$26,766.56
Cloudflare Inc. logo
NET Cloudflare Inc.
-1.56%
-$6,928.11
Fair Isaac Corporation logo
FICO Fair Isaac Corporation
-1.45%
-$1,657.01
Ralph Lauren Corporation logo
RL Ralph Lauren Corporation
-1.44%
-$16,180.85
Gap Inc-The logo
GPS Gap Inc-The
-1.42%
-$6,351
Clean Harbors Inc. logo
CLH Clean Harbors Inc.
-1.35%
-$59,916.5
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
-1.3%
-$10,769.6
Versigent plc logo
VGNT Versigent plc
-1.29%
-$1,331.64
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
-1.28%
-$50,723.01
Southern Copper Corporation logo
SCCO Southern Copper Corporation
-1.24%
-$471.74
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.21%
-$224.64
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
-1.16%
-$1,596
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
-1.11%
-$12,570.62
Nu Holdings Ltd. logo
NU Nu Holdings Ltd.
-1.1%
-$15,780.8
Tko Group Holdings Inc. logo
TKO Tko Group Holdings Inc.
-1.09%
-$6,510
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.08%
-$157.04
McKesson Corporation logo
MCK McKesson Corporation
-1.08%
-$5,862.29
CRH plc logo
CRH CRH plc
-1.03%
-$756.36
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
-1.03%
-$4,320
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$808.17
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.02%
-$10,370.7
Vulcan Materials Company logo
VMC Vulcan Materials Company
-0.98%
-$13,355.24
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.98%
-$110.5
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.97%
-$1,458.09
Chewy Inc. logo
CHWY Chewy Inc.
-0.96%
-$3,168
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
-0.96%
-$6,292.82
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.81%
-$174.41
Moody's Corporation logo
MCO Moody's Corporation
-0.81%
-$2,716.01
Allison Transmission Holdings Inc. logo
ALSN Allison Transmission Holdings Inc.
-0.78%
-$68.4
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$21,213.84
S&P Global Inc. logo
SPGI S&P Global Inc.
-0.74%
-$2,763.01
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.74%
-$39,134.04
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$13,261.93
DoorDash, Inc. logo
DASH DoorDash, Inc.
-0.69%
-$14,657.63
James Hardie Industries plc logo
JHX James Hardie Industries plc
-0.68%
-$136.26
Amgen Inc. logo
AMGN Amgen Inc.
-0.64%
-$1,993.93
Bloom Energy Corporation logo
BE Bloom Energy Corporation
-0.63%
-$3,385.04
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,668.62
MSCI Inc. logo
MSCI MSCI Inc.
-0.61%
-$2,100
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
-0.59%
-$13,083.03
Silicon Motion Technology Corp. American Depositary Receipt logo
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-0.59%
-$300
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.57%
-$88.8
GXO Logistics Inc. logo
GXO GXO Logistics Inc.
-0.56%
-$4,928
Wabtec Corporation logo
WAB Wabtec Corporation
-0.55%
-$11,939.2
Capital One Financial Corporation logo
COF Capital One Financial Corporation
-0.54%
-$6,034.23
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.53%
-$1,587.67
Steel Dynamics Inc. logo
STLD Steel Dynamics Inc.
-0.49%
-$6,408.37
Allstate Corporation logo
ALL Allstate Corporation
-0.49%
-$174.2
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$834.01
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-0.41%
-$8,791.43
Entergy Corporation logo
ETR Entergy Corporation
-0.38%
-$86.1
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-0.31%
-$260.82
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$3,169.16
Datadog, Inc. Class A Common Stock logo
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$9,562.72
Lattice Semiconductor Corporation logo
LSCC Lattice Semiconductor Corporation
-0.21%
-$3,546.4
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$330
Levi Strauss & Co. logo
LEVI Levi Strauss & Co.
-0.12%
-$780
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
-0.11%
-$1,618.88
TTM Technologies, Inc. logo
TTMI TTM Technologies, Inc.
-0.06%
-$772.45
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$1,339.56
ConnectOne Bancorp Inc. logo
CNOB ConnectOne Bancorp Inc.
-0.03%
-$157.6
Target Corporation logo
TGT Target Corporation
-0.01%
-$8.09
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.01%
-$64.65
Loading...

Dividends

Dividend Analysis

Yearly
$
Trades
2392
Longs Won
1518/2392 63%
Profit Factor
3.47
Profitability
Shorts Won
0/0 0%
Standard Deviation
$899,735.75
Average Win
$253,510.59
Best Trade
(Dec 31) $18.42M
Sharpe Ratio
-57.45
Average Loss
-$126,816.2
Worst Trade
(Dec 30) -$7.01M
Z-Score
2.61 (99.1%)
Commissions
$0
Avg. Trade Length
1y 4m 1w
Expectancy
$114,066
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 2,358 2,123 1,887 1,651 1,415 1,179 943 708 472 236
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Applied Optoelectronics, Inc. logo
AAOI Applied Optoelectronics, Inc.
10,298 $1.53M $971,307.36 - -$554,444.64 -36.34%
+4.672%
Aaon Inc. logo
AAON Aaon Inc.
10,500 $1.26M $935,129.98 - -$321,195.02 -25.57%
+1.678%
Apple Inc. logo
AAPL Apple Inc.
24,874 $5.37M $7.68M - $2.31M 42.99%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,734 $285,770.03 $435,129.96 - $149,359.93 52.27%
-2.513%
Adobe Inc. logo
ADBE Adobe Inc.
98 $20,092 $24,540.18 - $4,448.18 22.14%
+1.013%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
1,173 $463,350.57 $430,971.93 - -$32,378.64 -6.99%
+0.202%
Adaptive Biotechnologies Corporation logo
ADPT Adaptive Biotechnologies Corporation
5,850 $364,440 $132,034.5 - -$232,405.5 -63.77%
-6.658%
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
3,600 $430,717 $415,728 - -$14,989 -3.48%
-1.028%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
1,579 $184,138.27 $229,381.33 - $45,243.06 24.57%
-3.635%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
2,940 $399,749.59 $375,879 - -$23,870.59 -5.97%
+0.055%
Alamos Gold Inc. logo
AGI Alamos Gold Inc.
8,500 $226,114.21 $236,555 - $10,440.79 4.62%
-2.007%
Applied Industrial Technologies Inc. logo
AIT Applied Industrial Technologies Inc.
2,470 $835,231 $852,668.68 - $17,437.68 2.09%
+1.577%
Allstate Corporation logo
ALL Allstate Corporation
134 $27,783.24 $35,386.72 - $7,603.48 27.37%
-0.49%
Allison Transmission Holdings Inc. logo
ALSN Allison Transmission Holdings Inc.
76 $8,568 $8,705.04 - $137.04 1.6%
-0.78%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,200 $855,020 $609,204.01 - -$245,815.99 -28.75%
+1.176%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
16,639 $3.15M $7.92M - $4.77M 151.54%
-1.904%
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
2,090 $595,673 $766,465.72 - $170,792.72 28.67%
+0.348%
Amgen Inc. logo
AMGN Amgen Inc.
804 $281,534.25 $309,668.64 - $28,134.39 9.99%
-0.64%
Amazon.com Inc logo
AMZN Amazon.com Inc
48,233 $9.3M $13.1M - $3.8M 40.9%
+15.321%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
3,474 $445,941.41 $626,535.93 - $180,594.52 40.5%
+5.456%
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $54.4M, Advanced Micro Devices, Inc - $33.9M, ASML Holding N.V. New York Registry Shares - $21.04M, Microsoft Corp - $13.33M, and Amazon.com Inc - $11.94M. 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: Open Lending Corporation - $14.22M, RingCentral Inc - $9.34M, Carvana Co - $7.18M, Compass Pathways plc Depositary Receipt - $5.93M, and Fidelity National Information Services, Inc - $3.83M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.22M earned over time. The largest contributors to dividend income include Microsoft Corp - $739,684.21, QUALCOMM Incorporated - $545,662.5, Visa Inc. Class A - $280,593.4, Mastercard Incorporated - $247,611.44, and ASML Holding N.V. New York Registry Shares - $245,899.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's monthly returns?
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna'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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's strategy be considered aggressive or moderate?
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna'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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's strategy?
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna'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.
Account USV