Hold · Investing
Investing, in public
I manage my family's portfolio in public on eToro as a Popular Investor (@MichalBalaz). Each month I publish a letter here: what I hold, what changed, and the reasoning — including the calls that went wrong. The portfolio leans into a simple thesis: the buildout of AI infrastructure and the businesses that compound because of it.
Letters
Compound Interests Nº 1 arrives with launch.
Portfolio
eToro — @MichalBalaz
The live portfolio, every position and every trade, visible as I make them.
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Product
mindFinancier
The tool I built for this discipline — a DCA planner with eToro import.
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Standing disclosure
Nothing here is financial advice. I write about my own decisions with my own money; your situation is different. Copying any investor, including me, can lose you money. Past performance doesn't predict future results.