R² Investment Club
Jakub Rochlitz, Daniel RochlitzInvestment analysis, market commentary, and portfolio updates from two professional eToro investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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rrinvestmentclub.substack.comLatest Issues
Weekly Portfolio Update, 15–19 June 2026: The Fed Pivot And Rotating to Quality
With the Hormuz situation resolved, oil fell almost 10% on the week, and that should let inflation stabilise from here. We have an odd setup: a disinflationary energy impulse running straight into a Fed that is looking to hike.
R² Investme...
Weekly Portfolio Update: 8-12 June 2026, Locking In Gains
Dear investors, we had a slow green week, but it was also the most active week I have had in a long time, with some portfolio rebalancing going.
R² Investment Club is a reader-supported publication. To receive new posts and support my work...
The Overlooked Tech Giant You Shouldn’t Ignore
Do you know how much time you spent watching TV this past week? I’ll tell you precisely. You spent two hours a day just on Netflix, and probably some more on YouTube too. Most companies can do one of two things well. They can grow fast, or...
Weekly Portfolio Update — June 8th, 2026: A Hot Jobs Report Cracks the AI Trade
On Friday, the Nasdaq 100 fell over 5%, its biggest decline since last year. The stocks that have carried this market for two years: AI, semiconductors, and the power infrastructure feeding them, were those who got hit hardest. Here is what...
Weekly portfolio update - 11. May 2026 - Frothy
There is a bubble. Doesn't have to pop yet, or soon, but it's there, and it's best to acknowledge it early.
Dear investors,
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Authors
The writers behind this newsletter.
I'm one of the Top Popular Investors and Market Analyst at eToro, where over 1 800 investors copy my strategy. I specialise in tech and AI, combined with undervalued stocks to beat the market year after year.
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