Tomasz Tomczyk
Tomasz Tomczyk @tomto147

Performance
All

26.24%2026
2026
-3.42%2025
2025
48.93%2024
2024
37.72%2023
2023
-40.90%2022
2022
-8.32%2021
2021
94.41%2020
2020
94.4%0%-94.4%
Discussions
Tomasz Tomczyk
Tomasz Tomczyk
Poland
1mo
Dear Investors, Over the last two months, I’ve made one of the biggest shifts in my portfolio in recent years. I gradually closed most of my positions in traditional software as a service companies. It’s not that I think SaaS is going away far from it. But when I look at valuations, growth expectations... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
2mo
Dear Investors, Let’s talk about $TSLA (Tesla Motors, Inc.) Q2 results which clearly disappointed the market, but I’m not convinced the sell-off tells the full story especially looking at the broader $NSDQ100 The stock dropped roughly 14% after the earnings release, mainly because investors are increasingly... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
3mo
Dear Investors, June was our first difficult month in a while. After posting gains of 17% in April and 13% in May, the portfolio will probably finish June down just over 10%. That’s never a great feeling, but after such a strong run, a pullback shouldn’t come as a surprise. The $NSDQ100 also became... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
4mo
Dear Investors, The last few months were a good reminder that consistency matters more than noise. After three straight months of drawdowns, the portfolio didn’t just recover in one strong month β€” it proved that staying with a clear process can matter more than reacting to every swing in sentiment.... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
6mo
Dear Investors, A concentrated technology portfolio like mine that was down around -14% year-to-date, only to entirely recover within a single month in April and turn positive, is not an anomalyβ€”it is a textbook demonstration of how modern equity markets behave under stress and subsequent relief. This... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
7mo
Dear Investors, So we have another war and now what? Geopolitical risk is a well-known factor that has returned to international financial markets due to the recent escalation of tensions in the Middle East, especially with regard to Iran. The structural impact of such conflicts on U.S. equities,... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
7mo
Dear Investors, I thought I wouldn't have to come back to the topic of Mr. Trump's tariffs, but of course my hopes turned out to be false... Recent developments regarding U.S. trade policy have restored a large degree of uncertainty for global markets like $NSDQ100 The U.S. Supreme Court... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
9mo
Dear Investors, The start of the new year brings a clear reset in positioning, taking into account both current market conditions and lessons learnt from the last cycle. The $NSDQ100 is still driven by size, and my portfolio reflects that: it has a strong tilt towards mega and large caps, which make... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
9mo
Edited
Dear Investors,  This is my summary of 2025 and it will go down as one of the most dynamic and unpredictable years for growth and technology-driven portfolios. What started with strong AI momentum and robust earnings quickly became entangled in political, macroeconomic, and sentiment-driven volatility.... Show More
Tomasz Tomczyk
Tomasz Tomczyk
Poland
10mo
Dear Investors, In November 2025 the mood on Wall Street turned cautious β€” especially for technology and hardware stocks. The tech-heavy $NSDQ100 fell sharply after a wave of profit-taking and growing worries about lofty valuations in AI-related companies. $NVDA (NVIDIA Corporation) often seen as... Show More

About Tomasz Tomczyk
Poland
Strategy: Growth

A Digital Business Expert with 20 years experience. I joined Toro to outperform NASDAQ.
Show Full Bio
19 Copiers
437 Followers

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