Lukas Novotny
Lukas Novotny @lukasko81

Performance
Tout

7.78%2026
2026
31.26%2025
2025
33.80%2024
2024
18.48%2023
2023
-6.90%2022
2022
0.43%2021
2021
33.8%0%-33.8%
Discussions
Lukas Novotny
Slovaquie
4 j
Most investors are glued to $BTC charts lately. 📈 Are you feeling the stress of every dip? 😰 Last week, I wrote about stocks having an "anchor." ⚓ Businesses have earnings and balance sheets. Unlike crypto. Am I exposed to crypto? I am - through solid businesses. I look for stocks like $EZPW... Afficher plus Traduction
Lukas Novotny
Slovaquie
7 j
Quality over Quantity: Results speak louder than posts 📈 In the last few days, my follower base has doubled, taking me to Top 10 Popular Investors in my country, and I wanted to take a moment to welcome you all. 🤝 As you may have noticed, I don’t post for the sake of posting. I only share updates... Afficher plus Traduction
Lukas Novotny
Slovaquie
10 j
Commodities vs. Stocks: The Anchor Matters Last week’s gold and $SILVER washout was a reminder: commodities move on sentiment, not earnings. Without a balance sheet or guidance to lean on, they can erase months of gains in days. This is why consistency beats emotional reactions. If your strategy only... Afficher plus Traduction
Lukas Novotny
Slovaquie
1 mo
System Health Update: CPI Logic December Core CPI came in cooler than expected. While others are busy guessing the next Fed move, our system stays in Steady State. Here’s the architect’s view: * Filter the Noise: We don't adjust our sails for every minor data point. * Preventative Discipline:... Afficher plus Traduction
Lukas Novotny
Slovaquie
1 mo
Jerome Powell vs. The DOJ: Noise or Signal? The DOJ is investigating Fed Chair Jerome Powell over headquarters renovation costs. $SPX500 $NSDQ100 opened weaker today, $DJ30 even more. Some see a legitimate probe into misleading testimony. Others see a political squeeze to force rate cuts before his... Afficher plus Traduction
Lukas Novotny
Slovaquie
2 m
🏥 Quant Radar: 2 Healthcare Picks Showing Strong Signals (INCY & RIGL) As we continue to optimize the portfolio, my latest quantitative screen has flagged two interesting opportunities in the Healthcare sector. While our portfolio is currently heavy on Financials (~27%) and Tech, adding high-quality... Afficher plus Traduction
Lukas Novotny
Slovaquie
2 m
🇪🇺 ECB Decision Update: Rates Unchanged – What This Means for Us The European Central Bank (ECB) has decided to keep interest rates unchanged, maintaining the deposit facility rate at 2.00%. This move was widely expected by the market, signaling that while inflation is stabilizing, the central bank... Afficher plus Traduction
Lukas Novotny
Slovaquie
3 m
The past month has been a reminder of how markets can suddenly shake out weaker hands. Cycles like this always show up. Sometimes it’s a sharp drop in a single sector. Sometimes it’s a broader pullback that drags everything with it. And sometimes it’s just enough turbulence to tempt people into decisions... Afficher plus Traduction
Lukas Novotny
Slovaquie
4 m
New Portfolio Addition: Tapping into Brazil's Powerhouse with $AXIA (AXIA ENERGIA - ADR) I'm announcing a new position I've just opened in the portfolio: Centrais Elétricas Brasileiras S.A., better known as Eletrobras ($AXIA), allocating approximately 1% of our total portfolio capital to... Afficher plus Traduction
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AXIA
AXIA ENERGIA - ADR
11.30
-0.20 (-1.73%)
Lukas Novotny
Slovaquie
5 m
Top Performing Stocks in the Portfolio This Year As expected, companies in the “materials” sector are showing excellent results. Year to date, the ones focused on metals mining are leading the way. $GFI (Gold Fields Ltd-ADR) is up 170%, $IAG (Iamgold Corp) is up 93%, and $FSM (Fortuna Silver Mines... Afficher plus Traduction

À propos de Lukas Novotny
Slovaquie
Stratégie: Quant

2️⃣8️⃣% 1Y and 8️⃣8️⃣% 2Y profit, based purely on stocks, using quant analysis
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