Luis Inigo Bono
Luis Inigo Bono @Luisvib

الأداء
الكل

23.22%2025
2025
8.15%2024
2024
25.54%2023
2023
-3.67%2022
2022
25.5%0%-25.5%
المناقشات
Luis Inigo Bono
إسبانيا
3يوم
📢 Another busy day on the markets. Days of sharp ups and downs, where everything gets exaggerated — fear, euphoria and headlines. Our portfolio feels it too. Fintechs (FI, PYPL) are still struggling to recover. At these prices they look very undervalued to me, but I’m not adding exposure: they... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
4يوم
Hello everyone. An interesting day in the markets. It seems that the enthusiasm for artificial intelligence has started to clash with the reality of costs. In just a week, $META (Meta Platforms Inc) has lost around -17%, and the curious thing is that it wasn’t because of poor results — quite the... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
6يوم
📢 Fiserv: a historic drop and what it really means Today I want to take a deeper look at what’s happening with $FI (Fiserv Inc) after its -50% fall. Many are wondering whether this is just a temporary stumble or if the company has gone from being a 10% growth stock to a 4% one. The answer is... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
9يوم
‼️​ Fear & Greed at 36 with the market at record highs An unusual combination: indices at or near all-time highs, while the Fear & Greed Index sits at 36 — a “mild fear” zone. Not panic, but definite caution. And when sentiment cools while prices remain high, the market tends to become... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
11يوم
📢 Portfolio update Today has been a tough day for the portfolio, even with nearly 28% in cash and safe bonds. The main story was $FI (Fiserv Inc) , which fell around -40% after posting weak results and cutting its 2025 guidance. The downgrade in expectations was only about 15–20% — significant,... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
11يوم
🥇​ Gold and Bitcoin are not the same A hectic day in the markets: US interest rates, results from Microsoft, Google and Meta, and NVIDIA touching $200. The mood is euphoric, but also fragile. And amid all the noise, I’d like to touch on something that often causes confusion: "gold is not... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
12يوم
🌎 Week of rebound, strong earnings, and a market that believes everything again Trump’s “agreement” with China has brought optimism back to the markets. In just a few days, indices have recovered all lost ground and returned to their highs. The message is clear: the market wants to rise… even... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
13يوم
📢 Key week in the markets — October 2025 Between the Trump–China agreement, Big Tech earnings and the Fed meeting, this week could set the tone for the year-end close. 1. Trump–China: partial de-escalation The US and China have outlined a framework agreement to avoid the 100% tariffs and delay... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
16يوم
📢 Portfolio update — 24 October 2025 I’ve made some important moves to strengthen safety and flexibility in a market that, frankly, feels far too hot right now. Recent moves: I’ve sold the entire position in First Solar (FSLR). It’s an excellent company, with flawless execution and long-term... عرض المزيد ترجم
Luis Inigo Bono
إسبانيا
17يوم
📢 I’ve made a few portfolio adjustments to strengthen safety and maintain balance in a market that, frankly, feels far too hot right now. → I’ve reduced the position in PDD by 1.5% after a strong rally and with the Chinese sector showing renewed volatility. I prefer to take some profit and leave... عرض المزيد ترجم

نبذة Luis Inigo Bono
إسبانيا
استراتيجية: القيمة

🧠 Strategic Discipline 🛡 Controlled Risk 📈 Consistent Long-Term Growth
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