Vitazoslav Boltiziar
Vitazoslav Boltiziar @Vitinko

Performance
All

2.63%2026
2026
36.03%2025
2025
24.89%2024
2024
9.50%2023
2023
36.0%0%-36.0%
Vitazoslav Boltiziar
📊 Market Rotation Over recent months, Wall Street has shown a clear rotation in market leadership. Cyclical stocks are outperforming, while mega-cap technology names that carried the market for years are starting to lag. 📈 Since Nov 1, 2025: • Cyclical sectors: +11.8% • Small caps: +7.9% (as $IUSN.DE... Show More
Vitazoslav Boltiziar
🧠 My take on 2026 🎯 The Big Picture The global equity bull market is broadening in ways we haven’t seen in nearly fifteen years. AI is reshaping markets at unprecedented speed, requiring $5–8 trillion in capital spending through 2030. But 2026 isn’t just about AI concentration — it’s about returns... Show More
Vitazoslav Boltiziar
✨ Amazon: Resilient beyond AI? $AMZN (Amazon.com Inc) isn’t a bet on one trend. It’s a company with enough moving parts that if the AI cycle softens, the engine keeps running. 🔹 1. Strong Beyond AI • Q3 revenue hit $180.2 B (+13% YoY). • Online stores grew 10% YoY. • Third-party seller services... Show More
Vitazoslav Boltiziar
Market curiosity: The so-called “Magnificent Seven” have surpassed the entire European Union in terms of market value. At the beginning of October, the combined market capitalization of Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla reached €17.7 trillion, while the EU’s GDP stood... Show More
Vitazoslav Boltiziar
💰 𝗪𝗛𝗬 𝗜 𝗜𝗡𝗩𝗘𝗦𝗧𝗘𝗗 𝗜𝗡 𝗥𝗢𝗕𝗜𝗡𝗛𝗢𝗢𝗗 ($𝗛𝗢𝗢𝗗) 𝗔𝗧 $17 — 𝗔𝗡𝗗 𝗦𝗧𝗜𝗟𝗟 𝗕𝗘𝗟𝗜𝗘𝗩𝗘 𝗜𝗡 𝗧𝗛𝗘 𝗦𝗧𝗢𝗥𝗬 𝗔𝗧 $140 When I first opened my position in Robinhood, the stock was trading around $17 per share — sentiment was low, and many investors had written it off as a post-meme... Show More
Vitazoslav Boltiziar
⚠️ Buckle Up for Volatility: Key U.S. Jobs Report Incoming This week brings us the first Friday of the month, which can only mean one thing: The new U.S. "Jobs Report" is on the horizon. After a dramatic downturn in August, all eyes will be on whether the negative trend continues or if it... Show More
Vitazoslav Boltiziar
☢️ 𝗪𝗵𝘆 𝗜 𝗵𝗮𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗘𝗻𝗲𝗿𝗴𝘆 (𝗕𝗲𝗳𝗼𝗿𝗲 𝗜𝘁 𝗪𝗮𝘀 𝗖𝗼𝗼𝗹)☢️ With last week’s public announcements and the consequent spike in nuclear energy stocks, my portfolio benefited — thanks to decisions I made some time ago. Here’s the rationale behind one of... Show More
Vitazoslav Boltiziar
Why I Hold Nubank ($NU) in My Portfolio Nubank’s Q2 2025 results confirmed why it remains one of my favorite fintech holdings — combining strong growth, profitability, and long-term potential. 📊 Q2 2025 highlights: Revenue up 40% YoY to $3.7B Net profit up 42% YoY to $637M Customer base reached 122M+,... Show More
Vitazoslav Boltiziar
📉 Why Most Investors Underperform (and How I Avoid It) 𝗦𝘁𝗼𝗽 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗟𝗼𝘀𝗲𝗿𝘀 – 𝗔𝗻𝗱 𝗟𝗲𝘁 𝗬𝗼𝘂𝗿 𝗪𝗶𝗻𝗻𝗲𝗿𝘀 𝗥𝘂𝗻 After years in the markets, I’ve seen a pattern that kills portfolios quietly: investors sell their winners too soon and hold onto their losers far too... Show More
Vitazoslav Boltiziar
𝐕𝐢𝐬𝐚 𝐒𝐭𝐨𝐜𝐤: 𝐀 𝐆𝐥𝐨𝐛𝐚𝐥 𝐆𝐢𝐚𝐧𝐭 𝐰𝐢𝐭𝐡 𝐑𝐨𝐨𝐦 𝐭𝐨 𝐆𝐫𝐨𝐰 Visa Inc. $V (Visa) is more than just a credit card company—it’s a global payments powerhouse that processes over 170 billion transactions a year across more than 200 countries. In my own portfolio, I allocate around 2.5%... Show More

About Vitazoslav Boltiziar
Slovakia
Strategy: Growth

Long term growth investment strategy. Diversified portfolio. Stocks&ETFs. NO Crypto
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