Michael Szumielewski - etoro Popular Investor

Michael Szumielewski @CaridinaCapital

Performance
0% Return
All

2026

2025

2024

2023

2022

2021

43.1%0%-43.1%

Return YTD 3.77%

Return 2Y 23.25%

Avg. Risk Score (last 7D)

Profitable Weeks -

Discussions

Michael Szumielewski

Germany

4mo

Important message to my copiers and followers: I am retiring my quality value strategy. As I want to deliver the best returns possible on this platform, after nearly 5 years, it is now clear to me that this strategy is not keeping up with the benchmark performance. I will continue investing with a... Show More

Michael Szumielewski

Germany

6mo

I view the recent sell-off in software as a massive overreaction to AI fears, creating a rare chance to buy quality companies at temporarily undervalued prices. Although software companies with weaker moats may experience slower growth, high-quality software companies remain secure because big enterprise... Show More

Michael Szumielewski

Germany

10mo

Alphabet delivered its first-ever 100 billion-dollar quarter. Google is far from being disrupted. The growth rates are impressive at this massive scale. $GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) $SPX500 $NSDQ100 $SPY (State Street SPDR S&P 500 ETF)

Not investment advice. The author may have financial interests in the mentioned instruments.

Michael Szumielewski

Germany

Recently finished reading The Nvidia Way by Tae Kim, a really enjoyable business book about a remarkable company. My main takeaway is that Jensen Huang has built an incredible high-performance culture at Nvidia and is without a doubt one of the greatest founders & CEOs of all time. However, this... Show More

Michael Szumielewski

Germany

My investing strategy is to buy quality companies when they are temporarily undervalued. It's a simple approach, but it requires the ability to buy when the overall market situation looks bad and most people advise against investing. Yesterday, two more buy orders triggered for me: $WST (West... Show More

Michael Szumielewski

Germany

Bought small starter positions in $DHR (Danaher Corp) at 175 and $TMO (Thermo Fisher Scientific Inc) at 426 today. The markets are very volatile, but these two companies finally hit my buy price. There are only a few things you can really control in investing. Being prepared with a list of high-quality... Show More

Michael Szumielewski

Germany

𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 𝗨𝗣𝗗𝗔𝗧𝗘 Performance since Sept 2021: Portfolio +30.05% $SPY (State Street SPDR S&P 500 ETF) +23.14% $QQQ (Invesco QQQ) +23.37% The markets are down this year and so is my portfolio, although a little bit less than the indices. We are still outperforming the benchmarks for the... Show More

Michael Szumielewski

Germany

Reportedly, the breakup fee for the Wiz acquisition by $GOOG (Alphabet) is unusually high at 3.2B on the 32B deal. From a logical standpoint, the purchase should go through since the company doesn't get any controlling market share out of this. However, regulators around the world are pretty negative... Show More

Michael Szumielewski

Germany

Just bought a few shares of $ADBE (Adobe Systems Inc) at 387. Earnings were fine, and the valuation reached a point where risk-reward is acceptable for me. Might of course go lower if the AI narrative around the company remains negative and/or if Trump crashes the economy, will probably buy more in this... Show More

Michael Szumielewski

Germany

Great minds think alike 🤓 This week, I started a small position in the beer producer $STZ (Constellation Brands Inc) at 164.38 because of its low valuation. Today, the latest $BRK.B (Berkshire Hathaway Inc) filing revealed that Warren Buffett also purchased a small 0.47% stake. I was hoping for the... Show More

Michael Szumielewski
@CaridinaCapital

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About Michael Szumielewski
Germany
Strategy: Value

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About Michael Szumielewski Germany Strategy: Value

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About Michael Szumielewski
Germany
Strategy: Value