The king of cryptocurrencies is coming back. The victory was provided not by Bitcoin, but Ethereum and Ripple
Thanks to the two -digit growths that the Cryptocurrencies Ethereum and Ripple recorded at the distance of July and August, Jarosław Fuchs dominated the holiday edition of the stars portfolio and again came to the lead in terms of the number of victories. The podium was completed by experts, consistently focusing on assets from the WSE. It is worth appreciating, because the wide domestic market has scored a worse period in the summer months.
A total of 20 assets from the financial markets that our experts selected for the summer months have generated an average return rate of 6.2 percent. At that time, the Warsaw Income Index of the wide WIG market gained only 0.1 percent, and MSCI All-Country World Index, measuring the condition of the global stock market, increased by 3.7 percent.
Thus, a heavily diversified portfolio built on the basis of the types of our stars, including, with equal weights, both shares of companies, market indexes, the Treasury bonds, as well as cryptocurrency markets or precious metals, has behaved much better than wide joint indexes. It is also worth noting that only 5 selected assets were under the line, and the remaining 75 percent. The wallet ended July and August in the plus.
We would like to remind you that investment elections to the Bankier.pl stars portfolio are the result of an individual look, not a recommendation. However, they can constitute a hint in which market group groups experts see opportunities for profits. In the previous two months, concentration on actions, indexes and ETFs from the WSE (9 proposals), precious metals (4 proposals), and cryptocurrencies (3 proposals) were clearly visible.
Cryptocurrencies rule
The survivors turned out to be the undisputed increase in growth. The American Commission of Securities and Stock Exchange (SEC) officially completed its long -term court dispute with Ripple Labs, standing behind the cryptocurrency Ripple (XRP), but the largest hype caused the start of the first Futures ETF fund in the US Futures at XRP.
In turn, the existing ETF funds on ETH recorded record rains of capital, new solutions increased the efficiency and functionality of the network (PECTRA update), and the increase in adoption of decentralized finances (DEFs), which are mainly based on Ethereum, increased the demand for Ethereum as a utility token. Thanks to this, the price for Ethereum finally beat the historic peak from 2021.
The whole holiday euphoria on the crypto market was supported by better perspectives due to legislative projects in the US, such as the Genius Act, which introduces regulatory framework for the Stablecoin sector, and SEC activities regarding the modernization of the regulation of the digital assets market.
Two -digit rates of return also achieved the prices of Mobruk shares from the WSE, which was the result of stable financial results, announced development investments and favorable market and regulatory trends in the waste management sector, as well as the July dividend included.
In addition, a silver course stood out, which at the end of the holidays arrived at most since September 2011. On the silver market in the game there is now a plan to attack the 50 USD/oz., Where the previous two large bull market ended – in 2011 and 1980. Fresh fuel for the precious metal market, including gold, poured Jerome Powell at the end of August, which quite clearly suggested the resumption of the series of interest rates of the American Federal Reserve.
Looking at the marauders in the wallet, we can see that only the so -called VIX fear index (-8.2 percent), shares of the Polish company TEXT (-8.4 percent) in response to quarterly results and despite taking into account the dividend paid and the Datawalk company exchange rate (-13.5 percent). The actions of the latter were the best in the June edition and even gave victory. Slight changes in minus He noted the KGHM course and slightly larger mWIG40 in the income version.
The king of cryptocurrencies returns to the victories
These rates of return on Ethereum, Ripple in combination with stable Bitcoin, ensured victory in the holiday edition of the stars portfolio, Jarosław Fuchs, a manager from the capital market. This is his fourth win and return to victories after a long break. He won the previous time in November last year, then focusing on Ethereum and Bitcoin and Solana. Fuchs consistently from the beginning of the project in March 2024, he prefers cryptocurrencies, which are once again provided by the winner's laurel. For the order, Fuchs's wallet earned 26 percent on vacation.
The current winners of the “banker's stars portfolio”
Jarosław Fuchs – 4 wins
Albert Rokicki – 3 wins
Sobiesław Kozłowski – 2 wins
Sebastian Buczek- 2 wins
Jarosław Grzywiński – 1 win
Piotr Kuczyński – 1 win
prof. Krzysztof Borowski – 1 win
Katarzyna Szwarc – 1 win
Tomasz Prusek – 1 win
Michał Masłowski – 1 win
Second place, it is not a surprise again, because as usual this year Sobiesław Kozłowski, i.e. the head of the Noble Securities Analysis Department. This time the expert focused on one value (mobruk), whose return rate, although two -digit, could not compare with the hot cryptocurrency market. We would like to remind you that Kozłowski, this year, was already on the podium in January, February, April, May and June when he also took second place.
The third place was also taken by one of the regular podium visitors this year, where the highest place was in January and February, i.e. the president of the stock market Quercus – Sebastian Buczek. He also chose only one company (Scope Fluidics) with surgical investment precision.
About the “Star Wallet” project
The “Star Portfolio” project is the educational initiative of Andrzej Stec, the editor -in -chief of Bankier.pl, in which well -known people from the Polish world of finance and stock exchanges are divided by their investment ideas for a given month. As part of it, a group of participants chooses assets that they think will bring the greatest return in a given month.
The stars' portfolio is accompanied by panels with market experts as part of the “Champions Debate” series, and the participants of the “Star Portfolio” could be found at the conference of the Bankier.pl Finance Forum conference in Wrocław, which last year was inaugurated under the slogan “Invest with your head” or this year's panel entitled “Bankier.pl stars portfolio, or where to look for profits this year?”, Which took place as part of Invest Cuffs in Krakow and talks with project participants on the occasion of the Wall Street Individual Investors Conference in Karpacz.
