Krzysztof Zielinski @Kristo_Kravchuk: "📈 Portfolio Update – September..."

Poland

📈 Portfolio Update – September 🚀 Dear investors, September was another strong month — the portfolio gained +10.64 %, taking our YTD performance to +29.15 %. In comparison, the S&P 500 rose +3.1 % in September and stands at +13.9 % YTD. That means we’ve outperformed the market by +7.54 % this month and are +15.25 % ahead year-to-date 🔥 🧩 Current portfolio breakdown: 💻 Technology – 40 % → still the main growth driver, fueled by strong momentum in AI and software. 🩶 Silver – 24 % → a solid hedge and key performer this month amid inflation and rate uncertainty. 🩺 Healthcare – 27 % → providing stability and defensive balance within the portfolio. 💰 Finance – 9 % → continues to benefit from higher interest rate environments. 🔮 Outlook: Over the coming weeks, I’ll be accumulating cash positions 💵 to stay prepared for any short-term corrections or market pullbacks. Any dips will be used as an opportunity to add exposure to a new sector — Energy / Clean Energy ⚡️ — expanding diversification and positioning the portfolio for the next growth cycle. Thank you all for your continued trust and support 🙏 Let’s stay focused, disciplined, and ready for what’s next 💪📊 Krzysztof Zieliński $BTC $BIDU (Baidu, Inc.-ADR) $9888.HK (Baidu Inc) $0992.HK (Lenovo Group) $9988.HK (Alibaba Group Holding Ltd (Hong Kong))