R² Investment Club
Jakub Rochlitz, Daniel RochlitzInvestment analysis, market commentary, and portfolio updates from two professional eToro investors.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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rrinvestmentclub.substack.comLatest Issues
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...
Why Meta's New Cloud Business Is A Red Flag For AI
Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why.
On July 1, Bloomberg reported that Meta is quietly building a new business line internally called Meta Comp...
Weekly Portfolio Update — 22–26 June 2026: Korea Cracks, More Rotation To Quality
The portfolio gained over 1% above the S&P 500 in a nice show of the de-risking strategy we have put in place.
Macro: Korean Leveraged AI Bubble Unwind
Weekly Portfolio Update, 15–19 June 2026: The Fed Pivot And Rotating to Quality
The portfolio rose 1.8% this week against the S&P 500’s 0.9%That is welcome, but it does not erase the bigger picture. We are catching up to an overheated market. The key now is positioning.
With the Hormuz situation resolved, oil fell alm...
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.
Dear investors, we had a slow green week,...
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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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