Daniel Rochlitz
Daniel Rochlitz
Slovakia
2mo
I've just completed the European Financial Advisor (EFA) preparation course accredited by the LEM3 Academy. The last step towards meeting eToro's highest requirements for Pro Investors. Since 2020, my portfolio has averaged roughly 25% annually. Today, 98.49% of investors copying my strategy are in profit, with a portfolio risk score of 4 out of 10. We've navigated high interest rates, stubborn inflation, geopolitical conflicts, and sharp market volatility together. Through all of it, I've held the view that protecting capital matters just as much as growing it. My portfolio is built on active management, strict risk control, sector and geographic diversification, and a long-term investment horizon. I currently hold 40 equity positions. 62% of capital is allocated in the US, with the rest spread across Europe and other global markets. Low risk positions make up 58.55% of the portfolio, medium risk another 24.3%. But I don't measure success by returns alone. What matters most to me is how those returns are achieved. The portfolio has Sharpe ratio of 1.1 and Sortino ratio of 2.18. It delivered an alpha of 10.2% with a beta of 0.77. A beta below 1 in a 100% equity portfolio, combined with consistent outperformance against benchmarks, is what I consider the real success. Year-to-date return for 2026 stands at 9.45%. The strongest individual position over a period shorter than one year has been Tower Semiconductor, which returned 544% since June 25, 2025. Behind these results are more than 30 years of management experience, daily analytical work, continuous education, and a systematic long-term approach to investing. My background spans international business, an Executive MBA, and most recently, the successful completion of the European Financial Advisor (EFA) preparation course. If you're curious about my portfolio, track record, or investment approach, make sure to follow me here, and if you like what you see, you can join more than 1 000 investors who copy my portfolio.
Not investment advice. The author may have financial interests in the mentioned instruments.
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