Michal Zakrsmid
Michal Zakrsmid @MichalZakrsmid

Performance
All

4.68%2026
2026
16.80%2025
2025
15.29%2024
2024
3.38%2023
2023
-20.14%2022
2022
-4.09%2021
2021
0%2020
2020
0%2019
2019
0%2018
2018
0%2017
2017
0%2016
2016
0%2015
2015
3.90%2014
2014
20.1%0%-20.1%
Discussions
Michal Zakrsmid
Michal Zakrsmid
Slovakia
10h
TODAY IN MY PORTFOLIO 📊 Portfolio today: +$774 | +0.61% 🟢 TOP 3 $ORCL (Oracle Corporation) +$243 | +4.21% $VST (Vistra Corp) +$24 | +3.42% $AMZN (Amazon.com Inc) +$205 | +3.29% 🔴 BOTTOM 3 $AMD (Advanced Micro Devices Inc) -$105 | -2.03% $NFLX (Netflix, Inc.) -$16 | -1.77% $CEMS.DE (iShares Edge... Show More
Michal Zakrsmid
Michal Zakrsmid
Slovakia
12h
IF YOU WANT STEADY CORE EXPOSURE WITHOUT CHASING FADS, HERE’S HOW I BUILD IT. Almost 30% of my portfolio is locked in $SWDA.L (iShares Core MSCI World UCITS ETF), a broad ETF that gives me base global coverage. It’s the foundation that keeps things balanced when individual stocks swing. On top of... Show More
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SWDA.L
iShares Core MSCI World UCITS ETF
11140.00
38.00 (0.34%)
Michal Zakrsmid
Michal Zakrsmid
Slovakia
13h
$RDDT (Reddit Inc) IS PULLING IN MORE AD BUDGETS AS AGENCIES KEEP DIGITAL SPEND STEADY. That means Reddit’s platform is still seen as a worthwhile place to put marketing dollars even when companies aren’t ramping up ad spending overall. My view: steady digital ad spending could help Reddit’s revenue... Show More
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RDDT
Reddit Inc
159.91
3.44 (2.20%)
Michal Zakrsmid
Michal Zakrsmid
Slovakia
14h
$APP’S ECOMMERCE GROWTH SLOWED IN JUNE ACCORDING TO BOFA CITING THIRD-PARTY DATA. That slowdown triggered a selloff some see as overdone. The question for me: is this a temporary blip in demand or a sign of deeper weakness in AppLovin’s core advertising-driven model? Ecommerce trends matter here because... Show More
Michal Zakrsmid
Michal Zakrsmid
Slovakia
16h
$META (Meta Platforms Inc) FACES FRESH CHALLENGES FROM TEENS AND AI THAT COULD HIT GROWTH. The company is dealing with two new problems: shifting teen user habits and AI-related pressures. Both issues put extra strain on $META’s core social platforms and ad business. Teen engagement is critical for... Show More
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META
Meta Platforms Inc
718.67
-2.22 (-0.31%)
Michal Zakrsmid
Michal Zakrsmid
Slovakia
17h
Nearly 12% of my portfolio is tied up in semiconductors, mostly split between $NVDA (NVIDIA Corporation) at 5.5% and $AMD (Advanced Micro Devices Inc) at 3.4%, with smaller chunks in $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) and $AVGO (Broadcom Inc). That level signals a solid conviction... Show More
Michal Zakrsmid
Michal Zakrsmid
Slovakia
1d
TODAY IN MY PORTFOLIO 📊 Portfolio today: -$1,130 | -0.88% 🟢 TOP 3 $KR (Kroger Co) +$38 | +3.65% $NFLX (Netflix, Inc.) +$24 | +2.68% $UBER (Uber Technologies Inc.) +$142 | +2.62% 🔴 BOTTOM 3 $VST (Vistra Corp) -$48 | -6.35% $ORCL (Oracle Corporation) -$336 | -5.48% $AVGO (Broadcom Inc) -$76 | -4.35% Red... Show More
Michal Zakrsmid
Michal Zakrsmid
Slovakia
1d
$ORCL (Oracle Corporation) FACES RISING AI SPENDING THAT COULD PRESSURE CASH FLOW DESPITE GROWTH. Oracle is investing heavily in AI, which might cloud its cash flow picture. That’s a concern because steady cash flow has been a backbone for how I think about its value. The question for me is whether... Show More
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ORCL
Oracle Corporation
141.40
5.71 (4.21%)
Michal Zakrsmid
Michal Zakrsmid
Slovakia
1d
$MSFT (Microsoft) BANNED FROM US VISA PROGRAM OVER FRAUD CLAIMS. This suspension cuts off access to a key source of international tech talent for Microsoft. The real question is how much this disrupts their hiring pipeline for critical projects. If Microsoft struggles to bring skilled workers from... Show More
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MSFT
Microsoft
535.07
12.46 (2.38%)
Michal Zakrsmid
Michal Zakrsmid
Slovakia
1d
$AMD (Advanced Micro Devices Inc) COULD BE 29% UNDERVALUED THANKS TO ITS AI CAPACITY RAMP. The company’s push into AI hardware seems to be priced in below what some models suggest it’s worth. If this capacity growth plays out as hoped, it might help $AMD close the gap with bigger rivals in AI chips. That... Show More
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AMD
Advanced Micro Devices Inc
608.10
-12.58 (-2.03%)

About Michal Zakrsmid
Slovakia
Strategy: Diversifed ETF

Defensive porflolio, slow, but steady growth.. no stress, no panic.. just chill.. :)
Show Full Bio
37 Copiers
505 Followers

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