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 | 68 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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rrinvestmentclub.substack.comLatest Issues
Buffett Bought $23.5 Billion in Stocks. He Made A Surprising Bet
Berkshire Hathaway purchased $23.5 billion worth of stocks in the second quarter of 2026, with the largest share of that capital flowing into Google’s parent company, Alphabet. The firm also increased its exposure to air travel and U.S. hom...
What's Driving The Gold Recovery?
Everyone thinks they understand gold. Most people don't. We break down what's actually driving the recovery, and whether new all-time highs are coming.
Gold has been an outstanding performer over the past few years, outperforming the S&P 5...
Weekly Portfolio Update — Aug 10-14, 2026: Bullish AI Momentum
Last week was dominated by earnings and the discussion around Hormuz. The portfolio is on track for growth and we are shifting to more growth stocks.
R² Investment Club is a reader-supported publication. To receive new posts and sup...
Weekly Portfolio Update: Bubble Fears Have Sizzled Out
Dear investors,
Over the past few days, I believe it is safe to conclude that the korean bubble has popped without major consequences for the markets. We have been shifting to a more defensive stance to prepare for a possible broader downt...
Weekly Portfolio Update — 29 Jun-3 Jul 2026: Strength Everywhere, Except in Tech
The portfolio gained 3.6% last week against the S&P 500’s 1.8%, a clean two-point outperformance in a week where the rotation to quality continued.
Last week we saw the rotation to quality continue. Oil tankers are continuing to transit th...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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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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