Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo @JAGOPER

Ydeevne
Alle

5.57%2026
2026
24.78%2025
2025
19.39%2024
2024
43.08%2023
2023
-34.63%2022
2022
31.01%2021
2021
38.38%2020
2020
43.1%0%-43.1%
Alfonso Fernandez Pajuelo
Hi, here's the update for August. SPY closed the month near $779, a fresh record high for the index. The rally wasn't just about mega-cap AI this time — Technology and Communication Services led again, semiconductors came back as the strongest group thanks to AI capex that keeps surprising to... Vis Oversæt
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $UNH købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 58.89% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
UNH
UnitedHealth
58.89%
Handelshistorik
Alfonso Fernandez Pajuelo
Hi, I am sending a portfolio update for July. My portfolio returned +4.67% for the month, while SPY was roughly flat, down about 0.8%. July was less about a single narrative and more about dispersion inside mega cap tech, with the Fed holding rates in a hawkish decision, earnings season splitting communications,... Vis Oversæt
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $UNH købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 58.89% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
UNH
UnitedHealth
58.89%
Handelshistorik
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $UNH købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 70.26% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
UNH
UnitedHealth
70.26%
Handelshistorik
Alfonso Fernandez Pajuelo
Hi, I am sending a portfolio update for June. This month delivered a clear signal of market rotation. The equal weighted S&P 500 (RSP) gained +1.9% while the cap weighted index (SPY) fell -3.1%, one of the widest monthly spreads in favor of the average stock over index heavyweights in recent years.... Vis Oversæt
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $CVS købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 86.04% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
CVS
CVS Health Corp
86.04%
Handelshistorik
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $CVS købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 110.45% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
CVS
CVS Health Corp
110.45%
Handelshistorik
Alfonso Fernandez Pajuelo
Hi, I'm sending a portfolio update for May. During May, SPY advanced approximately +6.3%, closing at all-time highs. My portfolio returned +1% for the month, a gap that is largely explained by portfolio composition rather than execution. The May rally was largely a semiconductor story. The PHLX... Vis Oversæt
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ADBE
Adobe Systems Inc
239.03
-9.80 (-3.94%)
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukkede en $GOOG købsposition
Peru
Acabo de cerrar la operación con una Ganancia del 140.30% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
GOOG
Alphabet
140.32%
Handelshistorik

Om Alfonso Fernandez Pajuelo
Peru
Strategi: Værdi

Cartera diversificada a nivel región y sectores, combinando análisis Top down y Bottom up.
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