Daniel Rochlitz @Danielovic135: "💫 A Glimpse into the..."

Slovakia

💫 A Glimpse into the Crystal Ball of Danielovic135 💫 How my portfolio is structured and why it has outperformed the markets for seven consecutive years My portfolio is constructed as a global, actively managed core portfolio, not as an index-based mix. The objective is long-term capital growth with consciously controlled risk, based on company quality, return on capital, and the ability to generate cash flow across different phases of the economic cycle. The largest allocation is to the technology and AI segment (approximately 35–40% of the portfolio). This covers the entire value chain—from infrastructure to platforms. Key holdings include NVIDIA, Microsoft, Alphabet, ASML, and TSMC, complemented by AMD, $ANET (Arista Networks Inc) , and Micron. This segment is the main growth engine of the portfolio, but also the most cyclical, which is why it is balanced by other segments. The second major pillar consists of energy, infrastructure, and industry (around 25%). This includes companies such as GE Vernova, $RIO (Rio Tinto PLC ADR) , ENI, Enel, $A2A.MI (A2A Group) and $LNG (Cheniere Energy Inc) as well as industrial and defense firms like Airbus, Rheinmetall, and BAE Systems. This segment provides stable cash flow, lower correlation with technology, and serves as a natural stabilizer of the portfolio. The financial sector (approximately 10–12%) is represented conservatively through JPMorgan, Bank of America, $BNP.PA (BNP Paribas SA) , and $ISP.MI. These are banks with strong capital discipline that benefit from higher interest rates while also improving portfolio balance in the event of a rotation away from growth assets. Defensive consumer stocks and services (around 10%) include Walmart, Procter & Gamble, Verizon, $VICI (VICI Properties Inc) , and Altria. Their role is not to outperform the market every year, but to dampen volatility and maintain income stability during weaker phases of the cycle. A smaller but high-quality allocation is dedicated to healthcare and selected growth stories (around 5–7%), primarily Novo Nordisk, Pfizer, MercadoLibre, and Booking Holdings. These are selective positions with clear fundamentals, not speculative bets. In the EV segment, I am explicitly selective. I do not bet on the entire sector, but on the consolidation leader. Therefore, BYD has a reasonable, controlled weight of approximately 1–2% of the portfolio. Today’s EV market is about survival and cost discipline, not hype. Geographically, the portfolio is allocated approximately 55–60% to the USA, 25% to Europe, and 10% to Asia, without home bias and without dependence on a single region or a single macroeconomic scenario. In terms of results, the portfolio has been consistently profitable over the long term. Over the past seven years, it has achieved an average annual return of approximately 25% p.a., without excessive risk-taking. January 2026 closed with a gain of +5.31%, clearly demonstrating that performance is not based on one-off speculation, but on a well-functioning portfolio structure. February 2026 has so far continued with a modest profit. For copiers, it is important to understand one thing: this portfolio is built for years, not months. It will not avoid drawdowns, but it has a clear logic, discipline, and historically proven performance. For those who accept market cycles and seek long-term capital growth with controlled risk, this approach makes sense. Ing. Daniel Rochlitz, MBA, LL.M Professional elite investor