Frantisek Lorenc
Frantisek Lorenc @Bart881122

Performance
All

-1.12%2026
2026
38.53%2025
2025
16.66%2024
2024
38.5%0%-38.5%
Discussions
Frantisek Lorenc
Czech Republic
1d
โœˆ๏ธ ๐“๐ก๐ž ๐ƒ๐ซ๐จ๐ง๐ž ๐ƒ๐ข๐ฏ๐ž๐ซ๐ ๐ž๐ง๐œ๐ž: ๐“๐š๐œ๐ญ๐ข๐œ๐ฌ, ๐“๐ž๐œ๐ก, ๐š๐ง๐ ๐–๐ก๐ฒ ๐‘๐ž๐ ๐‚๐š๐ญ ๐’๐ฎ๐ซ๐ ๐ž๐ ๐Ÿ‘๐Ÿ% ๐“๐ก๐ข๐ฌ ๐–๐ž๐ž๐ค? Looking at my portfolio's performance this week, the most striking anomaly happened within the defense sector. $RCAT (Red Cat Holdings Inc) exploded higher by 31.9%.... Show More
Frantisek Lorenc
Czech Republic
2d
๐Ÿ“Š ๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐‘๐ž๐ฏ๐ข๐ž๐ฐ: ๐“๐ก๐ž ๐†๐ซ๐ž๐š๐ญ ๐‘๐จ๐ญ๐š๐ญ๐ข๐จ๐ง ๐š๐ง๐ ๐ญ๐ก๐ž ๐๐จ๐ฐ๐ž๐ซ ๐จ๐Ÿ ๐๐š๐ญ๐ข๐ž๐ง๐œ๐ž This week offered a perfect masterclass in market mechanics and sector rotation. While the broader market struggled (with the S&P 500 closing down around -2.0%), the... Show More
Frantisek Lorenc
Czech Republic
4d
๐Ÿค” ๐–๐ก๐ฒ ๐ˆ ๐’๐ฐ๐š๐ฉ๐ฉ๐ž๐ ๐€๐Œ๐ƒ ๐Ÿ๐จ๐ซ ๐๐ซ๐จ๐š๐๐œ๐จ๐ฆ, ๐š๐ง๐ ๐ฐ๐š๐ฌ ๐ข๐ญ ๐š ๐ ๐จ๐จ๐ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง? A few weeks ago, I made a structural decision within my semiconductor pillar. I sold my entire position in AMD, locking in an 80% gain, and reallocated that capital directly into Broadcom. Was... Show More
Frantisek Lorenc
Czech Republic
5d
๐Ÿ•“ ๐“๐ก๐ž ๐Ÿ‘๐ŸŽ-๐ƒ๐š๐ฒ ๐“๐ข๐œ๐ค๐ข๐ง๐  ๐‚๐ฅ๐จ๐œ๐ค ๐š๐ง๐ ๐ญ๐ก๐ž ๐ˆ๐ง๐Ÿ๐ฅ๐š๐ญ๐ข๐จ๐ง ๐๐š๐ญ๐ญ๐ฅ๐ž The global markets are currently pricing in a "best-case scenario" regarding the ongoing US-Iran conflict. However, according to recent macroeconomic reports, there is a strict 30-day window for this... Show More
Frantisek Lorenc
Czech Republic
9d
Edited
๐Ÿ—“๏ธ ๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐‘๐ž๐ฏ๐ข๐ž๐ฐ: ๐…๐ž๐›๐ซ๐ฎ๐š๐ซ๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” Dear investors, February was a stress test for the markets and for investor discipline. My portfolio pulled back 4.6% for the month. However, context is everything. Year-to-date, I sit at +0.1%. In a month marked by extreme... Show More
Frantisek Lorenc
Czech Republic
9d
Edited
๐Ÿš€ ๐–๐ก๐ฒ ๐‘๐จ๐œ๐ค๐ž๐ญ ๐‹๐š๐› ๐ข๐ฌ ๐‚๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐š๐ญ๐ข๐ง๐  ๐ญ๐ก๐ž ๐’๐ฉ๐š๐œ๐ž ๐ƒ๐ฎ๐จ๐ฉ๐จ๐ฅ๐ฒ? Rocket Lab (RKLB) released its Q4 results on Thursday, accompanied by a flurry of strategic updates. If you want to understand the future of the orbital economy, you have to look past the surface-level earnings... Show More
Frantisek Lorenc
Czech Republic
13d
๐Ÿ’ฐ ๐๐ฏ๐ข๐๐ข๐š ๐„๐š๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐๐ซ๐ž๐ฏ๐ข๐ž๐ฐ: ๐“๐ก๐ž ๐‡๐š๐ซ๐๐ฐ๐š๐ซ๐ž ๐’๐ฎ๐ฉ๐ž๐ซ๐œ๐ฒ๐œ๐ฅ๐ž, ๐š๐ง๐ ๐‡๐ฒ๐ฉ๐ž๐ซ๐ฌ๐œ๐š๐ฅ๐ž๐ซ ๐‚๐ก๐ž๐ฌ๐ฌ Dear investors, tonight, Nvidia reports its Q4 earnings. While short-term traders are obsessed with whether they beat the 65.8 billion USD revenue estimate, long-term... Show More
Up
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Down
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Sideways
100.00%
21 Votes
Frantisek Lorenc
Czech Republic
14d
๐Ÿ’‰๐“๐ก๐ž ๐Ž๐›๐ž๐ฌ๐ข๐ญ๐ฒ ๐ƒ๐ซ๐ฎ๐  ๐–๐š๐ซ โ€“ ๐„๐ฅ๐ข ๐‹๐ข๐ฅ๐ฅ๐ฒ ๐ฏ๐ฌ ๐๐จ๐ฏ๐จ ๐๐จ๐ซ๐๐ข๐ฌ๐ค โš”๏ธ Yesterday brought a seismic shift in the pharmaceutical sector, specifically within the highly lucrative weight-loss market. Shares of $NVO (Novo-Nordisk A/S SPONS ADR) plunged by more than 16 percent, while... Show More
Frantisek Lorenc
Czech Republic
14d
๐Ÿ’ญ ๐“๐จ๐๐š๐ฒโ€™๐ฌ ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐š๐ง๐š๐ฅ๐ฒ๐ฌ๐ข๐ฌ: ๐“๐š๐ซ๐ข๐Ÿ๐Ÿ๐ฌ ๐š๐ง๐ โ€ž๐€๐ˆ ๐…๐ž๐š๐ซโ€œ Mondayโ€™s market action (Dow -1.7%, Nasdaq -1.1%) was a textbook example of how quickly sentiment can shift when macroeconomic uncertainty collides with technological disruption. While the mainstream press is loosely... Show More
Frantisek Lorenc
Czech Republic
16d
๐Ÿ“Š ๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐‘๐ž๐ฏ๐ข๐ž๐ฐ: ๐ƒ๐ž๐Ÿ๐ž๐ง๐ฌ๐ž ๐‘๐ž๐›๐จ๐ฎ๐ง๐ & ๐‡๐š๐ซ๐๐ฐ๐š๐ซ๐ž ๐ƒ๐จ๐ฆ๐ข๐ง๐š๐ง๐œ๐ž This week, my portfolio strategy delivered significant alpha. My portfolio closed the week up 2.5%, comfortably outperforming both the S&P 500 (+1.1%) and the Nasdaq (+1.5%). The... Show More

About Frantisek Lorenc
Czech Republic
Strategy: Growth

๐Ÿš€ +39% in '25 โžœ AI, Space, Energy & Quality โžœ Long-term Growth (Risk: 5) โžœ Future-focused
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