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7.67%2026
2026
10.26%2025
2025
19.49%2024
2024
48.41%2023
2023
16.17%2022
2022
48.4%0%-48.4%
Radek Jancar
Radek Jancar
Чешская Республика
One of my companies is buying another one. Yes, I only have 20 positions, and yet one of them $SU.PA (Schneider Electric SE) just confirmed the acquisition of another one of my holdings $PTC (PTC Inc.) To be honest, at first I didn’t really understand why Schneider was doing this - and I’m a PTC... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 𝗡𝗘𝗪𝗦 I have only made minor changes recently, because consistency is better than frequent and major changes. 𝙄𝙣𝙘𝙧𝙚𝙖𝙨𝙚𝙙 𝙎𝙩𝙤𝙘𝙠𝙨 $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) I have finished (at least for now) building this position, which is worth 3%. I... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙉𝙚𝙬𝙨 Sometimes, the best portfolio decisions are the ones that take time to prove themselves. I’m glad to see both the portfolio and my copiers in green numbers and the gradual reduction my AI exposure over the past 2–3 months is starting to pay off. But that doesn’t mean I’m... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝙏𝙝𝙧𝙚𝙚 𝙉𝙚𝙬 𝙋𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙞𝙣 𝙩𝙝𝙚 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 I’m gradually adding $SU.PA (Schneider Electric SE) , $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) and $8035.T (Tokyo Electron Ltd.) to the portfolio. These aren’t just high quality companies - more importantly, they enhance... Показать подробности Перевод
Radek Jancar
Radek Jancar поделился(-ась) публикацией через Dan Hamernik
Чешская Республика
It's always a pleasure to see you guys 🙌 Перевод
Dan Hamernik
Dan Hamernik
Чешская Республика
📢 Hello to all my copiers and followers! 👋 🍣 𝐒𝐮𝐬𝐡𝐢 𝐚𝐧𝐝 𝐁𝐞𝐞𝐫 🍺 Together with other Czech Popular Investors and Pro Investors, we try to meet at least once every two months to discuss the markets, our portfolios, enjoy a beer, although non alcoholic in my case, and simply have a good... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝐋𝐚𝐭𝐞𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐬 Since earnings season is in full swing and the markets never sleep, I've made a few trades over the past two weeks 🙂 $BRK.B (Berkshire Hathaway Inc) - Just a ordinary increase of one of my core position $EDEN.PA (Edenred SA) - Finishing building position. I still see... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝐋𝐚𝐭𝐞𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐬 I have made a couple of trades in recent weeks, so here is an explanation of why I did so. $NVO (Novo-Nordisk A/S SPONS ADR) - Completed building my position. So far, I'm up 20% in two months. Core long-term position. $TMO (Thermo Fisher Scientific Inc) - Also completed... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
Hello to all my copy traders and followers I appreciate your trust and loyalty. I’d like to inform you about the latest portfolio changes, which are once again relatively minor (around 5% of the total portfolio). 𝙄𝙣𝙘𝙧𝙚𝙖𝙨𝙚𝙙 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙨: $ONON (On Holding AG) - Buying the dip. I liked... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝐋𝐚𝐭𝐞𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐬 S&P 500 has been driven primarily by electric technology companies in recent months, and it’s important to keep in mind that this growth may soon reach its limit. I’m starting to build new positions in $TMO (Thermo Fisher Scientific Inc) and $EDEN.PA (Edenred SA) I have... Показать подробности Перевод
Radek Jancar
Radek Jancar
Чешская Республика
𝙒𝙝𝙖𝙩𝙨 𝙣𝙚𝙬 𝙞𝙣 𝙢𝙮 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 First of all I'm glad that after three consecutive months in red the situation has changed and since the beginning of April my portfolio has been growing and making up for previous losses months. Given the political situation and all the uncertainties... Показать подробности Перевод

Сведения Radek Jancar
Чешская Республика
Стратегия: Рост

Growth-focused investor Long-term Diversified strategy Quality sectors
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