الأداء
الكل

15.92%2026
2026
23.91%2025
2025
23.10%2024
2024
20.23%2023
2023
-29.28%2022
2022
40.50%2021
2021
66.84%2020
2020
66.8%0%-66.8%
Roman Hauk
Roman Hauk
سلوفاكيا
I've just submitted my new Investor Alignment Score app to the eToro App Store for manual review. Instead of asking whether a portfolio is "good" or "bad," it checks whether an investor's actual behaviour matches the principles they claim to follow: long-term holding, DCA... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
I opened a small $500 position in $9926.HK (Akeso Inc) Akeso, about 0.37% of my portfolio. I’m treating it as another declared growth satellite alongside $ESTC (Elastic NV) and $BSP (Bending Spoons S.p.A), although with a much more catalyst-driven biotech profile. My portfolio remains built around... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
I like seeing two very different companies in my portfolio returning value to shareholders in two different ways. $3750.HK (Contemporary Amperex Technology Co Limited) CATL has announced an A-share buyback program worth up to CNY 40 billion, with the repurchased shares intended to be cancelled. That... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
Europe is heading into winter with gas storage lower than it would ideally like, while energy flows through the Middle East are still vulnerable. In my portfolio, this is not just a $TTE.PA (TotalEnergies SE) story. $TTE.PA is around 2.4% of the portfolio, but I also have exposure through $VAR.OL (Var... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
I reviewed Fidelity’s warning about debt increasingly financing the AI and data-center boom, but I am not changing my portfolio because of it. My core AI/software exposure is only around 7.5%, spread across names such as $ACN (Accenture Plc), $DOX (Amdocs Ltd), $NOW (ServiceNow Inc), $ADBE (Adobe Systems... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
I noticed something interesting when looking at the current eToro Discover rankings and then checking the same portfolio through a broader BullAware screen. On eToro, my profile is currently showing near the top of several Popular Investor lists, with a 2-year return of +54.97%, around 470 copiers... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
I’ve now placed my first small order for $ESTC (Elastic NV) at $92.59, adding Elastic as a growth position aimed at building future portfolio income rather than current yield. It pays no dividend today, so this sits clearly on the growth side of my portfolio. What convinced me is the combination of... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
The biggest risk in US equities today is not that they are expensive. It is that investors may be paying peak multiples for peak profitability. After going through valuations, profitability and recent results across the largest US companies, my conclusion remains constructive but selective. The S&P... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
August closed at +3.38%, portfolio now $133.8k. I kept rotating capital. Trimmed $6.6k of original capital Realised $1.9k in gains Redeployed $8.4k into stronger quality and valuation Turnover stays low at 0.3x monthly, average holding period 468 days. Long only, no leverage. I now call the strategy... عرض المزيد ترجم
Roman Hauk
Roman Hauk
سلوفاكيا
Following my earlier post on $TTE.PA (TotalEnergies SE), there is another relevant update today. The Live Oak consortium, which includes TotalEnergies, has selected KBR and Técnicas Reunidas for the FEED stage of a large-scale e-methane project in Nebraska. TotalEnergies owns about 33.35% of the venture.... عرض المزيد ترجم

نبذة Roman Hauk
سلوفاكيا
استراتيجية: الدخل

eToro dividend investor. DCA, income growth & risk control. https://linktr.ee/haukro
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