Grazyna Barbara Tomczyk
Grazyna Barbara Tomczyk @grazynat

Performance
All

8.70%2026
2026
6.86%2025
2025
53.62%2024
2024
70.49%2023
2023
-37.78%2022
2022
12.37%2021
2021
70.5%0%-70.5%
Grazyna Barbara Tomczyk
Dear Investors, Let’s talk about one of the „background” companies I have in my portfolio. $arm has become one of the most strategically important businesses in the semiconductor industry, despite generating no chips itself. Instead, the firm licenses its processor architectures to manufacturers... Show More
Grazyna Barbara Tomczyk
Dear Investors, Shares of $MSFT (Microsoft) have plunged approximately 25% from their recent highs, marking one of the steepest corrections in the company over the past several years. The fundamental question for investors is whether this signals structural deterioration or a cyclical reset in expectations.... Show More
Grazyna Barbara Tomczyk
Dear Investors, Markets like $NSDQ100 don’t need much to get nervous. Sometimes all it takes is a few loose words from a well-known political figure. The recent volatility sparked by Donald Trump’s comments about Greenland is a good example of how quickly uncertainty can be created — and how little... Show More
Grazyna Barbara Tomczyk
Dear Investors, Looking back at my portfolio, the contrast between the last two years is striking. Over a two-year horizon, the cumulative return north of 180% confirms that the core thesis was right: owning the backbone of global digital infrastructure pays off. The portfolio is built around companies... Show More
Grazyna Barbara Tomczyk
Dear Investors, In the last few days, $NSDQ100 has dropped sharply. The slump has been caused by a sudden change in how people see high valuations in technology and AI-related firms, along with pressure from the economy and monetary policy. However, my portfolio suffered little, with the current... Show More
Grazyna Barbara Tomczyk
Dear Investors, how about few words about yesterdays $AMZN (Amazon.com Inc) results? Last quarter landed as a clear pivot revenue. Came in stronger than feared at roughly $180.2 billion and earnings per share beat expectations, but the true story sits with AWS and @AI-Revolution AWS grew about 20%... Show More
Grazyna Barbara Tomczyk
Dear investors, the $nsdq100 is doing extraordinarily well in September 2025, despite its bad seasonal reputation. It has gone up about 4–5% this month as of the end of September, making this September one of the greatest in decades. Analysts observe that in earlier years Septembers generally ended... Show More
It will stay
100.00%
It will fade
100.00%
I am not sure
100.00%
Grazyna Barbara Tomczyk
Dear investors, it's time for another monthly update on my investment portfolio. To make this brief, we're back in the game of investing $NSDQ100 with 100% working capital. I made this decision at the beginning of August and returned to investing in two rounds, taking advantage of the market's... Show More
Grazyna Barbara Tomczyk
Dear investors, The United States and the European Union just reached a trade agreement that puts a 15% tariff on a wide range of EU products. This is a big step forward in the trade disputes that have been a big part of the Trump-era economic agenda. The accord stops things from getting worse, but... Show More
Grazyna Barbara Tomczyk
Dear investors, According to eToro’s risk model, my semiconductor holdings — $tsmc $ARM (ARM Holdings PLC), $NXPI (NXP Semiconductors) and $NVDA (NVIDIA Corporation) — now account for ca 50% of the portfolio’s short-term volatility risk. Let’s look out why that’s happening, and what it means moving... Show More

About Grazyna Barbara Tomczyk
Poland
Strategy: Growth

I belive that the world of the future will comprise of technology and hardware combined.
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1.6K Followers