HeyJaredR² Investment Club
Investment analysis, market commentary, and portfolio updates from two professional eToro investors.
- Indexed issues, last 90 days
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- Sep 30, 2026
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- Jul 6, 2026
Latest issues
Weekly Portfolio Update, 21–25 September 2026: AI Demand Beats a Hawkish Rate Reset (opens the original)
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Last week was good for growth in the market but lacking much interesting events. What stood out to me was Microsoft pivoting with its Copilot to enterprise use cases, Meta announcing its new powerful AI assistants at the Meta Connect event, and Nvidia announcing the biggest buyback in corporate history.Much more was happening outside the market, on the diplomatic scene. Iran proposed a truce which the US declined, but I think its a step in the right direction and we might be getting close to at
Weekly Portfolio Update — 31 August to 4 September 2026: Interest Rate Concerns (opens the original)
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Dear investors,Our portfolio continues to slowly gain on the S&P 500 and close the gap between us and the index this year. In long term investing, there are times when the market will not match the portfolio, simply because we don’t copy the market. We hold quality stocks. I continued to shift the portfolio toward high-conviction growth opportunities as the earnings season unfolded. Last week, and also this week, are dominated by interest rates.R² Investment Club is a reader-sup
Software stocks have bounced off the bottom. Which companies will withstand the arrival of AI? (opens the original)
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At the start of this year, with the launch of AI agents, the market wrote off the software sector as the first victim of the rise of artificial intelligence. The so-called “SaaSpocalypse” was set off by the launch of Claude Cowork and Claude Code from Anthropic, with which the company aimed directly at ordinary office work for the first time. Investors immediately began reassessing software firms whose business rests on licenses paid per user. The logic was simple – if an AI agent can handle par
September is the worst month for stocks. What does that mean for investors? (opens the original)
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<img alt="" class="sizing-normal" height="1097" src="https://substackcdn.com/image/fetch/$s_!J29Y!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F42ddd122-1ce9-433b-b67d-2be26d16ea55_796x600.svg"
Buffett Bought $23.5 Billion in Stocks. He Made A Surprising Bet (opens the original)
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Berkshire Hathaway purchased $23.5 billion worth of stocks in the second quarter of 2026, with the largest share of that capital flowing into Google’s parent company, Alphabet. The firm also increased its exposure to air travel and U.S. homebuilders.R² Investment Club is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.<input class="email-input" name="emai
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