Joao Gabriel Ostrowski
Joao Gabriel Ostrowski @JohnOstrowski

Performance
All

12.83%2026
2026
13.26%2025
2025
18.24%2024
2024
33.44%2023
2023
-30.01%2022
2022
-9.29%2021
2021
5.58%2020
2020
-6.76%2019
2019
-20.11%2018
2018
33.4%0%-33.4%
Joao Gabriel Ostrowski
From Aswath Damodaran's latest newsletter, the best case for AI capex: it pays off, and hyperscalers come out far more capital-intensive. Worst case: write-offs and a repricing. Investors forgot the metaverse bill fast. If they miss, will the market care this time?
Not investment advice. The author may have financial interests in the mentioned instruments.
Joao Gabriel Ostrowski
"Preservation, income, growth." Last week, on CNBC, SoFi's Liz Thomas said (minute 08:40) it's time to weight all three evenly, "not because you have different goals, but because the market is offering you an opportunity, particularly in income โ€” and this goes even for younger... Show More
Joao Gabriel Ostrowski
All of the best investors share one indispensable trait: "the ability to take pain." โ€” Mohnish Pabrai Fifteen years of deadlifts trained that muscle long before the market got a turn. Leg day today, have a good weekend everyone.
Not investment advice. The author may have financial interests in the mentioned instruments.
Joao Gabriel Ostrowski
September has been the stock market's worst month on average since 1985, and it kept the streak. Portfolio down 1.5% in September, and surprisingly, it paid me more in dividends than any month since June, the magic of core-and-satellite strategy at its best. The index got off lighter than I did,... Show More
Joao Gabriel Ostrowski
Portfolio Manager app is now available on the eToro app store. Manage allocations, get dips and rebalancing trade signals to keep the strategy on track, all in sync with your eToro portfolio. https://etoro-portfolio-manager.base44.app If you'd like to try, please reach out and I will personally... Show More
Joao Gabriel Ostrowski
Income statement, cash flow statement, balance sheet. The three reports that separate reading a company from guessing at one, and the shared language of investors, executives and data-driven professionals. Second time through Financial Intelligence, first recommended to me seven years ago by a manager... Show More
Joao Gabriel Ostrowski
"The great paradox of this remarkable age is that the more complex the world around us becomes, the more simplicity we must seek in order to realize our financial goals. Simplicity, indeed, is the master key to financial success." โ€” Jack Bogle, founder of The Vanguard Group I love how simple... Show More
Joao Gabriel Ostrowski
๐“๐ก๐ž ๐›๐จ๐ซ๐ข๐ง๐  30-year ๐ฉ๐ฅ๐š๐ง "Your strategy should be so simple and logical that you understand it, believe in it to your core, and can stick with it even in the difficult times when it no longer seems to work. The strategy must also suit your tolerance for pain, volatility, and loss. It... Show More
Joao Gabriel Ostrowski
"For most individuals, the best strategy is not the one that's going to get you the highest return." โ€” Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life Most people should just index with ETFs because they don't understand what they're doing.... Show More
Joao Gabriel Ostrowski
๐€๐›๐จ๐ฎ๐ญ ๐Œ๐ž A few of you copy or follow this portfolio, and I expect more to join the journey, so you should know who you're walking with, not just what we hold. ๐–๐ก๐จ ๐š๐ฆ ๐ˆ? John Ostrowski, a different mix of Brazilian and Polish, born and raised in Curitiba the industrial capital from south... Show More

About Joao Gabriel Ostrowski
Poland
Strategy: Income

Disciplined, low risk, passive income long-term strategy.
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13 Copiers
129 Followers