Michal Friedrich
Michal Friedrich @Corgen

Performance
All

11.15%2026
2026
60.46%2025
2025
25.40%2024
2024
28.90%2023
2023
-22.58%2022
2022
13.89%2021
2021
28.30%2020
2020
60.5%0%-60.5%
Michal Friedrich
Michal Friedrich
Czech Republic
☕ September Portfolio Check-In | Me & Chat 30 September 2026 👤 Me: Monthly check-in. Are we rich yet? 🤖 Chat: Still no. 👤 Me: This joke is becoming concerning. 🤖 Chat: September was concerning enough without my help. The Fed raised rates 25 bps to 3.75–4.00%, U.S. Treasury yields spent the... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
🚨 **Quick AI Infrastructure Check | Oracle** 👤 **Me:** $ORCL (Oracle Corporation) just invoked *force majeure* on a huge AI data center. Is this where the AI bubble finally explodes? 🤖 **Chat:** Not yet. But this is an important crack to watch. Oracle’s **Project Jupiter** in New Mexico is planned... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
Recently two of my longterm holdings confirmed why I hold them and I decided to share with you guys, as they are in interesting price points. $NSDQ100 $SPX500 $AVGO (Broadcom Inc) $SIRI (Sirius XM Holdings Inc)
Not investment advice. The author may have financial interests in the mentioned instruments.
Michal Friedrich
Michal Friedrich
Czech Republic
☕ September Portfolio Check-In | Me & Chat 3 September 2026 👤 Me: Last time you said Nvidia could ruin August. 🤖 Chat: It didn't. 👤 Me: Suspicious. 🤖 Chat: $NVDA (NVIDIA Corporation) reported $96.2B revenue, +106% YoY, with Data Center +117%. Shares jumped 8.7% the next day. AI infrastructure... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
☕ **August Portfolio Check-In | Me & Chat** *25 August 2026* 👤 **Me:** Monthly check-in. Are we rich yet? 🤖 **Chat:** Still no. 👤 **Me:** Your performance review is going badly. 🤖 **Chat:** On the bright side, the portfolio survived another month of AI euphoria, bond stress, geopolitics and... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
🧭 HOW MY PORTFOLIO IS BUILT My portfolio contains companies from several industries and countries, but it is not intended to be a random collection of stocks. Every meaningful position should perform a specific job within the portfolio. The percentages below represent my long-term allocation framework,... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
🛡️ RISK, DRAWDOWNS AND WHAT TO EXPECT Before following or copying any investor, it is important to understand not only the potential return, but also the behaviour and risk behind it. My portfolio is designed for long-term capital growth. It is diversified across several themes, industries and regions,... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
Some days, investing is about patience, discipline and managing risk. 🥲 And some days, you simply get to reap the rewards. 🥰 A quick thank-you to today’s portfolio heroes: $ONDS (Ondas Inc) +10% $SOFI (SoFi Technologies Inc) +9% $OKLO (Oklo Inc) +7% $CRWD (Crowdstrike Holdings) +5% $GOOG (Alphabet)... Show More
Michal Friedrich
Michal Friedrich
Czech Republic
From $GME (GameStop Corp.) And Cruise Ships To A Portfolio That Finally Feels Serious I started investing on eToro in April 2020. I did not begin with a sophisticated strategy, asset-allocation model or ten-year plan. I started with shares of my beloved IT employer. Then I joined the $GME fun, rode... Show More

About Michal Friedrich
Czech Republic
Strategy: Multi-Strategy

Global compounders, critical infrastructure and income. Long term, no leverage.
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7 Copiers
60 Followers