Jannik Rademeyer
Jannik Rademeyer @JR_Rademeyer

Performance
All

-3.24%2026
2026
29.91%2025
2025
24.14%2024
2024
41.92%2023
2023
-5.75%2022
2022
41.9%0%-41.9%
Jannik Rademeyer
@JR_Rademeyer Bought $ADBE @291.73
Austria
I've just opened a position using 0.12% of my equity.
ADBE
Adobe Systems Inc
272.5
-1.20 (-0.44%)
Jannik Rademeyer
@JR_Rademeyer Bought $META @637.81
Austria
I've just opened a position using 1.07% of my equity.
META
Meta Platforms Inc
650
-4.86 (-0.74%)
Jannik Rademeyer
@JR_Rademeyer closed a $APLD buy position
Austria
I just closed the trade at a profit of 114.57%
APLD
Applied Digital Corporation
114.57%
Trade Story
Jannik Rademeyer
@JR_Rademeyer Bought $ADBE @340.15
Austria
I've just opened a position using 1.47% of my equity.
ADBE
Adobe Systems Inc
272.5
-1.20 (-0.44%)
Jannik Rademeyer
@JR_Rademeyer Bought $META @657.97
Austria
I've just opened a position using 1.12% of my equity.
META
Meta Platforms Inc
650
-4.86 (-0.74%)
Jannik Rademeyer
@JR_Rademeyer Bought $NVDA @187.52
Austria
I've just opened a position using 1.87% of my equity.
NVDA
NVIDIA Corporation
185.06
-0.97 (-0.52%)
Jannik Rademeyer
𝗧𝗲𝗺𝗽𝘁𝗮𝘁𝗶𝗼𝗻 𝗪𝗵𝗲𝗻 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗖𝗮𝘀𝗵 One thing I’ve been wrestling with lately is holding cash. At the moment, around 5% of my portfolio sits in cash / short-term Treasuries. The reason is simple: I’d like to have some dry powder available if we see a market correction - this is mostly... Show More
Jannik Rademeyer
NetEase - NTES I currently hold a meaningful position in Tencent and have been researching ways to add some additional China exposure without replacing it. NTES looks like a potential complement. What stands out to me so far: 🟢 Net profit margin ~28%, suggesting some degree of moat 🟢 Much lower Debt... Show More
Jannik Rademeyer
𝗖𝗟𝗢𝗦𝗜𝗡𝗚 𝗧𝗛𝗘 𝗕𝗢𝗢𝗞 𝗢𝗡 𝟮𝟬𝟮𝟱 As the year comes to a close, I wanted to take a moment to reflect — not just on performance, but on the journey behind it. 🔵 2025 performance: +30.47% 🔵 S&P 500 (approx.): ~17% 🔵 Risk score: 4 🔵 No leverage. Low turnover. Long-only. This wasn’t a smooth... Show More
Jannik Rademeyer
📌 Intro & How I Invest Welcome — a quick note on how I approach investing, so you can decide whether copying me is a good fit. I’m a long-term value investor. I don’t trade frequently, and I don’t use leverage. I aim to own high-quality businesses for many years — ideally forever — when they are available... Show More

About Jannik Rademeyer
Austria
Strategy: Value

Long-term value investor buying high-quality, wide-moat businesses at attractive prices.
Show Full Bio
0 Copiers
1 Followers