Jiri Gregor @Chrochtik: "I would like to welcome..."

Czech Republic

I would like to welcome the many new copiers who joined the portfolio over the past month and thank all existing copiers for their continued trust. For those who are new: 2026 has begun with heightened market volatility, broadly in line with expectations given ongoing inflationary pressures and macroeconomic uncertainty. In response, the portfolio is currently positioned with a defensive bias, including exposure to $STIP (iShares 0-5 Year TIPS Bond ETF) government bonds, designed to help preserve capital while maintaining flexibility for future opportunities like $CSG.NV (Czechoslovak Group) Risk management and transparency are central to my approach. If you have any questions regarding the portfolio structure, positioning, or investment rationale, please do not hesitate to ask. I look forward to navigating the year ahead with discipline, consistency, and a long-term perspective. $BTC $NVDA (NVIDIA Corporation) $MU (Micron Technology, Inc.) $META (Meta Platforms Inc)

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