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: Yesterday at 03:17 PM
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:
92.41%
Gain -1.66%
Monthly
1.53%
Yearly
20%
Drawdown
30.36%
$295.53M
Equity
Holdings
$295.53M
Investment
$210.16M
$270.23M
Profit -$4.04M
Realized
$184.86M
Unrealized
$85.37M
Dividends
$6.51M

Goals

Avg. 49.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
99%
Today
Compared To Yesterday
Gain
-1.66%
Profit
-$4.04M
Win %
69%
This Week
Compared To Last Week
Gain
-3.95%
Profit
-$12.14M
Win %
69%
This Month
Compared to last month
Gain
-1.7%
Profit
-$5.11M
Win %
69%
This Year
Compared to last year
Gain
-0.22%
Profit
-$660,319.74
Win %
69%
Karman Holdings Inc. logo
KRMN Karman Holdings Inc.
+5.13%
+$45,066
Versigent plc logo
VGNT Versigent plc
+3.73%
+$4,019.58
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+3.27%
+$186.9
Citigroup Inc. logo
C Citigroup Inc.
+2.98%
+$8,132.72
Newmont Corporation logo
NEM Newmont Corporation
+2.67%
+$3,361.92
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.52%
+$81,328.94
Coeur Mining, Inc. logo
CDE Coeur Mining, Inc.
+2.47%
+$1,085.66
RTX Corporation logo
RTX RTX Corporation
+2.45%
+$577.71
EQT Corporation logo
EQT EQT Corporation
+2.45%
+$547.41
General Motors Company logo
GM General Motors Company
+2.44%
+$31,526.16
Casella Waste Systems Inc. logo
CWST Casella Waste Systems Inc.
+2.38%
+$5,137.5
Capital One Financial Corporation logo
COF Capital One Financial Corporation
+2.29%
+$24,350.4
Martin Marietta Materials, Inc. logo
MLM Martin Marietta Materials, Inc.
+2.27%
+$27,945.97
GXO Logistics Inc. logo
GXO GXO Logistics Inc.
+2.21%
+$18,128
CRH plc logo
CRH CRH plc
+2.13%
+$1,337
Vulcan Materials Company logo
VMC Vulcan Materials Company
+2.08%
+$26,323.03
Wells Fargo & Company logo
WFC Wells Fargo & Company
+2.08%
+$2,225.25
Allstate Corporation logo
ALL Allstate Corporation
+2.06%
+$661.96
Steel Dynamics Inc. logo
STLD Steel Dynamics Inc.
+2.01%
+$24,961.49
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.94%
+$3,594.01
Microchip Technology Incorporated logo
MCHP Microchip Technology Incorporated
+1.89%
+$12,279.7
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+1.87%
+$6,820.8
Aptiv PLC logo
APTV Aptiv PLC
+1.86%
+$6,216
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+1.84%
+$17,948.7
Cheniere Energy Inc. logo
LNG Cheniere Energy Inc.
+1.84%
+$3,397.87
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.81%
+$53,444
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.73%
+$291.92
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
+1.71%
+$2,718
Dutch Bros Inc. logo
BROS Dutch Bros Inc.
+1.69%
+$13,920.89
Linde plc logo
LIN Linde plc
+1.66%
+$9,912.85
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.65%
+$17,514.96
Schlumberger Limited logo
SLB Schlumberger Limited
+1.62%
+$7,111.31
ConocoPhillips logo
COP ConocoPhillips
+1.58%
+$4,791.36
M/I Homes Inc. logo
MHO M/I Homes Inc.
+1.55%
+$10,660.67
Bank of America Corporation logo
BAC Bank of America Corporation
+1.54%
+$6,443.48
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.51%
+$4,895.1
Ross Stores, Inc. logo
ROST Ross Stores, Inc.
+1.45%
+$29,654.8
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+1.44%
+$2,306.95
Entergy Corporation logo
ETR Entergy Corporation
+1.42%
+$310.8
Southern Copper Corporation logo
SCCO Southern Copper Corporation
+1.37%
+$577.47
Customers Bancorp Inc. logo
CUBI Customers Bancorp Inc.
+1.36%
+$5,887
Griffon Corporation logo
GFF Griffon Corporation
+1.35%
+$13,114.75
Vale S.A. logo
VALE Vale S.A.
+1.31%
+$248.71
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.3%
+$1,401.32
PulteGroup Inc. logo
PHM PulteGroup Inc.
+1.3%
+$652.68
ConnectOne Bancorp Inc. logo
CNOB ConnectOne Bancorp Inc.
+1.26%
+$6,059.72
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
+1.24%
+$9,885.68
Citizens Financial Group, Inc. logo
CFG Citizens Financial Group, Inc.
+1.2%
+$15,379.36
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.2%
+$167.04
Toll Brothers Inc logo
TOL Toll Brothers Inc
+1.17%
+$8,583.19
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.17%
+$15,887.7
Irhythm Technologies Inc. logo
IRTC Irhythm Technologies Inc.
+1.14%
+$2,250
UMB Financial Corporation logo
UMBF UMB Financial Corporation
+1.14%
+$8,212.5
Apple Inc. logo
AAPL Apple Inc.
+1.13%
+$96,138.01
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
+1.12%
+$3,308.01
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
+1.11%
+$8,564.8
Chevron Corporation logo
CVX Chevron Corporation
+1.1%
+$2,550.69
James Hardie Industries plc logo
JHX James Hardie Industries plc
+1.04%
+$204.39
Walmart Inc. logo
WMT Walmart Inc.
+1.02%
+$16,246.5
Gap Inc. logo
GAP Gap Inc.
+1.02%
+$5,256
Visa Inc. Class A logo
V Visa Inc. Class A
+0.98%
+$37,510.48
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+0.97%
+$42,582.41
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.95%
+$4,647.1
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.95%
+$6,178.61
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+0.93%
+$3,718.77
Amgen Inc. logo
AMGN Amgen Inc.
+0.91%
+$3,171.78
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
+0.87%
+$966.31
Somnigroup International Inc. logo
SGI Somnigroup International Inc.
+0.86%
+$8,269.5
Tko Group Holdings Inc. logo
TKO Tko Group Holdings Inc.
+0.84%
+$4,817.39
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.81%
+$3,087
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.78%
+$1,305.61
Texas Instruments Inc logo
TXN Texas Instruments Inc
+0.78%
+$112.84
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
+0.78%
+$16,732.56
Timken Co. logo
TKR Timken Co.
+0.77%
+$394.44
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+0.75%
+$1,008
Levi Strauss & Co. logo
LEVI Levi Strauss & Co.
+0.7%
+$3,770
Alamos Gold Inc. logo
AGI Alamos Gold Inc.
+0.61%
+$1,657.5
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
+0.61%
+$4,541.5
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.58%
+$1,984.01
McKesson Corporation logo
MCK McKesson Corporation
+0.52%
+$3,289.66
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.51%
+$6,654.18
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.5%
+$71.69
CME Group Inc. logo
CME CME Group Inc.
+0.48%
+$1,380
Teledyne Technologies Incorporated logo
TDY Teledyne Technologies Incorporated
+0.47%
+$2,908.7
Allison Transmission Holdings Inc. logo
ALSN Allison Transmission Holdings Inc.
+0.43%
+$37.24
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.41%
+$23,296.15
Fastenal Co. logo
FAST Fastenal Co.
+0.38%
+$1,140
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.35%
+$1,677.39
Target Corporation logo
TGT Target Corporation
+0.35%
+$222.75
Waste Connections Inc. logo
WCN Waste Connections Inc.
+0.28%
+$1,313.33
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.27%
+$2,365
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
+0.26%
+$345
Moody's Corporation logo
MCO Moody's Corporation
+0.25%
+$861
Canadian Pacific Kansas City Limited logo
CP Canadian Pacific Kansas City Limited
+0.24%
+$1,050
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
+0.24%
+$992.52
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.19%
+$6,367.76
Flowserve Corporation logo
FLS Flowserve Corporation
+0.18%
+$604.5
FTAI Aviation Ltd. logo
FTAI FTAI Aviation Ltd.
+0.14%
+$1,106.4
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.13%
+$835.07
Construction Partners, Inc. Class A Common Stock logo
ROAD Construction Partners, Inc. Class A Common Stock
+0.06%
+$1,796.25
Wabtec Corporation logo
WAB Wabtec Corporation
+0.06%
+$1,268.54
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
0%
$0
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
Snowflake Inc. logo
SNOW Snowflake Inc.
-7.41%
-$134,149.89
MongoDB Inc. logo
MDB MongoDB Inc.
-7.37%
-$9,588.55
Cloudflare Inc. logo
NET Cloudflare Inc.
-7%
-$34,797.67
Datadog, Inc. Class A Common Stock logo
DDOG Datadog, Inc. Class A Common Stock
-6.84%
-$295,147.68
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-6.74%
-$163,976.66
Zscaler Inc. logo
ZS Zscaler Inc.
-6.48%
-$5,540.64
Klaviyo Inc. logo
KVYO Klaviyo Inc.
-6.47%
-$79,443
Applied Optoelectronics, Inc. logo
AAOI Applied Optoelectronics, Inc.
-6.32%
-$54,476.42
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-6.3%
-$121,181.28
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-6.04%
-$44,104.5
Coherent Corp. logo
COHR Coherent Corp.
-5.97%
-$59,600.68
Adaptive Biotechnologies Corporation logo
ADPT Adaptive Biotechnologies Corporation
-5.75%
-$8,599.5
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-5.69%
-$90,681.32
HubSpot, Inc. logo
HUBS HubSpot, Inc.
-5.15%
-$21,094.5
Everpure Inc. logo
P Everpure Inc.
-5.1%
-$8,840
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
-4.99%
-$77,834.26
Ciena Corporation logo
CIEN Ciena Corporation
-4.7%
-$71,926.53
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-4.46%
-$473,880.18
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
-4.41%
-$113,527.98
Guardant Health Inc. logo
GH Guardant Health Inc.
-4.34%
-$74,160
Intel Corporation logo
INTC Intel Corporation
-4.28%
-$3,549.86
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
-4.14%
-$116,275.27
Axon Enterprise, Inc. logo
AXON Axon Enterprise, Inc.
-3.89%
-$134,218.72
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.85%
-$380,401.35
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
-3.8%
-$107,422.27
TTM Technologies, Inc. logo
TTMI TTM Technologies, Inc.
-3.71%
-$41,491.6
Oracle Corporation logo
ORCL Oracle Corporation
-3.61%
-$45,531.8
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.6%
-$337,272.2
Lam Research Corporation logo
LRCX Lam Research Corporation
-3.51%
-$55,469.24
Salesforce Inc logo
CRM Salesforce Inc
-3.48%
-$239,549.33
Rambus Inc. logo
RMBS Rambus Inc.
-3.44%
-$53,113.5
Celestica Inc. logo
CLS Celestica Inc.
-3.3%
-$5,236.56
Bloom Energy Corporation logo
BE Bloom Energy Corporation
-3.2%
-$19,535.04
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-3.12%
-$91,745.64
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.08%
-$15,888.01
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-3.02%
-$19,489.14
KLA Corporation logo
KLAC KLA Corporation
-2.82%
-$42,390.81
Silicon Motion Technology Corp. American Depositary Receipt logo
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-2.82%
-$1,230
Aaon Inc. logo
AAON Aaon Inc.
-2.72%
-$22,050
Novanta Inc. logo
NOVT Novanta Inc.
-2.66%
-$1,455.51
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.39%
-$124,470.52
Adobe Inc. logo
ADBE Adobe Inc.
-2.28%
-$562.52
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.27%
-$167,617.76
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
-2.15%
-$4,980.01
Cadence Design Systems, Inc. logo
CDNS Cadence Design Systems, Inc.
-2.12%
-$29,627
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.04%
-$5,197.5
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.85%
-$615.09
Quanta Services Inc. logo
PWR Quanta Services Inc.
-1.79%
-$73,619.18
Lattice Semiconductor Corporation logo
LSCC Lattice Semiconductor Corporation
-1.75%
-$25,506.75
Circle Internet Group, Inc. logo
CRCL Circle Internet Group, Inc.
-1.63%
-$1,808.37
Extreme Networks, Inc. logo
EXTR Extreme Networks, Inc.
-1.61%
-$4,680
Alphabet Inc logo
GOOGL Alphabet Inc
-1.5%
-$680.07
Eaton Corporation plc logo
ETN Eaton Corporation plc
-1.49%
-$14,764.64
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.49%
-$350,025.22
Generac Holdings Inc. logo
GNRC Generac Holdings Inc.
-1.48%
-$30,026.64
Alphabet Inc logo
GOOG Alphabet Inc
-1.4%
-$200,961.8
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.32%
-$364.14
Chewy Inc. logo
CHWY Chewy Inc.
-1.24%
-$3,816
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.16%
-$497.76
Federal Signal Corp. logo
FSS Federal Signal Corp.
-1.14%
-$23,407.05
Shopify Inc. logo
SHOP Shopify Inc.
-1.1%
-$14,492.24
Monolithic Power Systems, Inc. logo
MPWR Monolithic Power Systems, Inc.
-1.07%
-$18,747.11
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-1.06%
-$120.9
Fair Isaac Corporation logo
FICO Fair Isaac Corporation
-0.98%
-$756
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-0.94%
-$827.54
Victoria's Secret & Co. logo
VSXY Victoria's Secret & Co.
-0.91%
-$13,304.5
Wesco International Inc. logo
WCC Wesco International Inc.
-0.86%
-$175.53
Verisign Inc. logo
VRSN Verisign Inc.
-0.8%
-$2,500.47
Applied Industrial Technologies Inc. logo
AIT Applied Industrial Technologies Inc.
-0.73%
-$6,026.8
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.73%
-$6,689.86
MSCI Inc. logo
MSCI MSCI Inc.
-0.69%
-$2,364.02
Toast Inc. logo
TOST Toast Inc.
-0.67%
-$1,397.5
Block, Inc. logo
XYZ Block, Inc.
-0.66%
-$16,135.85
Clean Harbors Inc. logo
CLH Clean Harbors Inc.
-0.66%
-$29,467.2
Symbotic Inc. Class A logo
SYM Symbotic Inc. Class A
-0.53%
-$7,365.75
Ralph Lauren Corporation logo
RL Ralph Lauren Corporation
-0.49%
-$5,534.05
Johnson Controls International plc logo
JCI Johnson Controls International plc
-0.43%
-$122.22
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.41%
-$104.32
Old Dominion Freight Line, Inc. logo
ODFL Old Dominion Freight Line, Inc.
-0.36%
-$690
DoorDash, Inc. logo
DASH DoorDash, Inc.
-0.36%
-$7,489.33
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.3%
-$37,138.93
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.29%
-$1,357.65
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.29%
-$61,237.95
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-0.24%
-$5,051.08
Kratos Defense & Security Solutions, Inc. logo
KTOS Kratos Defense & Security Solutions, Inc.
-0.23%
-$2,079.26
Spotify Technology S.A. logo
SPOT Spotify Technology S.A.
-0.15%
-$1,008.6
Caterpillar Inc. logo
CAT Caterpillar Inc.
-0.15%
-$3,269.26
Nu Holdings Ltd. logo
NU Nu Holdings Ltd.
-0.14%
-$1,972.6
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-0.12%
-$217.93
DexCom, Inc. logo
DXCM DexCom, Inc.
-0.06%
-$1,625
Valero Energy Corporation logo
VLO Valero Energy Corporation
-0.04%
-$168.91
Boot Barn Holdings, Inc. logo
BOOT Boot Barn Holdings, Inc.
0%
-$8.7
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Dividends

Dividend Analysis

Yearly
$
Trades
2392
Longs Won
1506/2392 62%
Profit Factor
3.38
Profitability
Shorts Won
0/0 0%
Standard Deviation
$898,298.58
Average Win
$254,709.2
Best Trade
(Dec 31) $18.42M
Sharpe Ratio
-57.42
Average Loss
-$127,943.62
Worst Trade
(Dec 30) -$7.01M
Z-Score
2.49 (98.73%)
Commissions
$0
Avg. Trade Length
1y 4m 2w 3d
Expectancy
$112,974.08
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% 0.02%
Consecutive Losing Trades 2,309 2,079 1,848 1,617 1,386 1,155 924 693 462 231
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 $807,775.12 - -$717,976.88 -47.06%
-6.318%
Aaon Inc. logo
AAON Aaon Inc.
10,500 $1.26M $789,600 - -$466,725 -37.15%
-2.717%
Apple Inc. logo
AAPL Apple Inc.
24,874 $5.37M $8.6M - $3.23M 60.09%
+1.13%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,734 $285,770.03 $496,062.7 - $210,292.67 73.59%
+0.946%
Adobe Inc. logo
ADBE Adobe Inc.
98 $20,092 $24,101.14 - $4,009.14 19.95%
-2.281%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
1,173 $463,350.57 $475,510.74 - $12,160.17 2.62%
+0.354%
Adaptive Biotechnologies Corporation logo
ADPT Adaptive Biotechnologies Corporation
5,850 $364,440 $141,043.5 - -$223,396.5 -61.3%
-5.747%
Addus HomeCare Corporation logo
ADUS Addus HomeCare Corporation
3,600 $430,717 $420,356.52 - -$10,360.48 -2.41%
+0.237%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
1,579 $184,138.27 $299,465.24 - $115,326.97 62.63%
+1.117%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
2,940 $399,749.59 $372,233.4 - -$27,516.19 -6.88%
+1.867%
Alamos Gold Inc. logo
AGI Alamos Gold Inc.
8,500 $226,114.21 $273,487.5 - $47,373.29 20.95%
+0.61%
Applied Industrial Technologies Inc. logo
AIT Applied Industrial Technologies Inc.
2,470 $835,231 $818,533.3 - -$16,697.7 -2%
-0.731%
Allstate Corporation logo
ALL Allstate Corporation
134 $27,783.24 $32,768.36 - $4,985.12 17.94%
+2.062%
Allison Transmission Holdings Inc. logo
ALSN Allison Transmission Holdings Inc.
76 $8,568 $8,591.04 - $23.04 0.27%
+0.435%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,200 $855,020 $500,124 - -$354,896 -41.51%
-3.079%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
16,639 $3.15M $9.02M - $5.87M 186.3%
-3.605%
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
2,090 $595,673 $810,439.3 - $214,766.3 36.05%
+1.235%
Amgen Inc. logo
AMGN Amgen Inc.
804 $281,534.25 $352,131.9 - $70,597.65 25.08%
+0.909%
Amazon.com Inc logo
AMZN Amazon.com Inc
48,233 $9.3M $12.25M - $2.95M 31.77%
-0.302%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
3,474 $445,941.41 $625,215.78 - $179,274.37 40.2%
-3.023%
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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 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $54.43M, Advanced Micro Devices, Inc - $33.9M, ASML Holding N.V. New York Registry Shares - $21.04M, Microsoft Corp - $13.37M, 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 $6.51M earned over time. The largest contributors to dividend income include Microsoft Corp - $779,422.09, QUALCOMM Incorporated - $545,662.5, Visa Inc. Class A - $280,593.4, Mastercard Incorporated - $255,622.4, 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