Jiri Gregor @Chrochtik: "Dear copiers, This month delivered a..."

Czech Republic

Dear copiers, This month delivered a strong performance for the portfolio, finishing with a solid gain of over +7%. It’s encouraging to see such a clearly positive result, although it’s worth noting that the broader markets posted similarly strong returns over the same period. I want to take a moment to express my gratitude for your continued trust and confidence. It’s something I do not take for granted. Looking ahead, the coming months are likely to be shaped heavily by geopolitical developments, particularly around the situation in the Strait of Hormuz. This remains a key factor that could influence volatility, energy prices, and overall market sentiment. As always, positioning will be adjusted with a focus on managing risk while seeking opportunities in an evolving environment. From a long-term perspective, I continue to have strong conviction in our positioning. I believe in the role of $BTC as a strategic asset over time, supported by increasing institutional awareness and evolving macro conditions—recent commentary from Aleš Michl also highlights how seriously this space is being considered at higher levels. At the same time, we remain focused on identifying undervalued opportunities in equities, including companies such as $CALM (Cal-Maine Foods, Inc) and $ADBE (Adobe Systems Inc) , where I see solid fundamentals and long-term potential. Thank you again for your trust.

Not investment advice. The author may have financial interests in the mentioned instruments.

3 Mentioned

BTC

Bitcoin

CALM

Cal-Maine Foods, Inc

ADBE

Adobe Systems Inc

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies