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 | 71 | Founded | 3 years ago | Last Issue | 14 days ago |
| Active | |||||
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rrinvestmentclub.substack.comLatest Issues
Weekly Portfolio Update — 31 August to 4 September 2026: Interest Rate Concerns
Dear investors,
Our portfolio continues to slowly gain on the S&P 500 and close the gap between us and the index this year. In long term investing, there are times when the market will not match the portfolio, simply because we don’t copy...
Software stocks have bounced off the bottom. Which companies will withstand the arrival of AI?
At the start of this year, with the launch of AI agents, the market wrote off the software sector as the first victim of the rise of artificial intelligence.
The so-called “SaaSpocalypse” was set off by the launch of Claude Cowork and Cla...
September is the worst month for stocks. What does that mean for investors?
The statistics really don’t flatter September. Since 1928, the average move of the U.S. stock market in September has been a decline of 1.17%. While other months finished in the red in 39% of cases, for September it is 55%. On top of that,...
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. Here's where that money went...
Berkshire Hathaway purchased $23.5 billion worth of stocks in the second quarter of 2026, with the largest share of t...
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...
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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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