Dear investors and followers,
Welcome to our first regular portfolio update of the year. I hope you kicked off the new year on the right foot!
First, I would like to welcome all new investors who have joined me in recent weeks and started copying my portfolio. I truly appreciate your trust. I believe we’ll do well together and that you’ll be satisfied with the results. If you have any questions regarding my strategy or specific positions, feel free to ask directly here in the discussion — I’m happy to answer anything.
We closed the year 2025 with a fantastic result of +46.97%. We managed to capture trends well and maintain discipline. January has been strong so far and we are currently up +7.5%. It’s a great springboard for the rest of the year.
What’s happening on the markets? To avoid looking at numbers only, I have one interesting news item for you. The earnings season for the last quarter of 2025 has just kicked off. Today, Netflix reports, followed in the coming days by Intel, J&J, Ericsson, and at the end of January by Microsoft and Apple. Markets are watching closely how investments into AI will actually reflect in corporate earnings, especially among Big Tech. In Europe, there is also a lot of talk about the planned major IPO of the Czech defense company Czechoslovak Group (CSG), which is heading to the Amsterdam exchange with an estimated value of around EUR 750 million. It’s proof that the European market has something to offer in 2026 as well.
As for the portfolio, I’m keeping everything unchanged for now, and I’ll inform you in advance about any potential adjustments.
I believe and hope that this year will be at least as successful as the previous one. I wish you all a successful and happy year — not just financially, but also in your personal lives.... Show More
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Sun Mar 08 2026 07:48:03 GMT+0000 (Coordinated Universal Time)
