Luis Inigo Bono
Luis Inigo Bono@Luisvib

Performance
Alle

11.38%2025
2025
8.15%2024
2024
25.54%2023
2023
-3.67%2022
2022
25.5%0%-25.5%
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Luis Inigo Bono
China grows more slowly… but surprises to the upside. And the Hang Seng responds with a 1.6% gain. China’s GDP rose by 5.2% year-on-year in the second quarter. Below the pace of Q1, but better than expected. 📈 The result: a rebound in Hong Kong. — Alibaba up +6% — Tencent up +3% — CSPC Pharmaceutical... Mehr anzeigen Übersetzen
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Luis Inigo Bono
The market tests more than just your money. It tests your character. Discipline and impulse do not sit well together. One builds. The other reacts. When everything is rising, impulse wants more. When everything is falling, it demands an exit. But the disciplined investor already has a plan... Mehr anzeigen Übersetzen
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Luis Inigo Bono
Three months ago, it was all doom and gloom. Today, the big banks are heading towards record highs. April’s wave of tariffs brought deals to a halt and sparked warnings of recession. But things turned out differently. Mergers, successful IPOs and looser regulations have reignited the business. 📈... Mehr anzeigen Übersetzen
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Luis Inigo Bono
Nvidia is now worth over 4 trillion. But what if the AI boom doesn’t last? AI saved the chip industry from a post-COVID collapse. Now it’s the main driver of revenue, investment and narrative. But something is starting to crack. 1) Technical progress is stalling ↳ More data and bigger models... Mehr anzeigen Übersetzen
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Luis Inigo Bono
Tariffs aren’t scaring the market. But the chart is. The effective US tariff rate has risen to 18 percent, according to Yale Budget Lab. A level more in line with the 1930s than with a modern economy. And it is not a future threat. It is already here. The real impact is just being held back…... Mehr anzeigen Übersetzen
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Luis Inigo Bono
This week we made some adjustments to the portfolio 🔻 We reduced our position in CVS (from 8.5% to 6%) 🔺 We increased our holding in Elevance Health (ELV), which is now our largest position Why the move? The healthcare sector has faced a challenging few months: - Broad declines across insurers... Mehr anzeigen Übersetzen
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Luis Inigo Bono
𝐇𝐨𝐰 𝐭𝐨 𝐝𝐞𝐚𝐥 𝐰𝐢𝐭𝐡 𝐝𝐨𝐮𝐛𝐭 𝐰𝐡𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 +𝟷𝟸% 𝘠𝘦𝘢𝘳 𝘛𝘰 𝘋𝘢𝘵𝘦 | + 𝟺𝟶𝟶 𝑐𝑜𝑝𝑖𝑒𝑟𝑠 Doubt is completely normal. In fact, it is part of the process. Every time the market drops, a stock falls more than expected, or the news becomes noisy, the questions start... Mehr anzeigen Übersetzen
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Luis Inigo Bono
𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞: Google continues to gain ground in the AI race +𝟷𝟸% 𝘠𝘦𝘢𝘳 𝘛𝘰 𝘋𝘢𝘵𝘦 | + 𝟺𝟶𝟶 𝑐𝑜𝑝𝑖𝑒𝑟𝑠 🔔 Google Gemini extends its lead in artificial intelligence According to a new report by Sensor Tower & Truist Research, Gemini, Google’s artificial intelligence model,... Mehr anzeigen Übersetzen
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Luis Inigo Bono
We close June in positive territory We finished the month with a gain of +4.53%, bringing the year-to-date performance to +12.42%. This result highlights the importance of sticking to the strategy, even during periods of high volatility. July looks set to be an eventful month for our portfolio: -... Mehr anzeigen Übersetzen
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Luis Inigo Bono
📢 A tough day for the healthcare sector Yesterday, pharmaceutical stocks saw sharp declines, putting pressure on our portfolio. The trigger was Centene’s (CNC) earnings report, where the company announced it would not be providing forecasts for the coming quarters of 2025. That decision created uncertainty,... Mehr anzeigen Übersetzen
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Über Luisvib
Spanien
Strategie: Wert

💼 Experienced (5+ yrs) | 🛡️ Controlled Risk | 🔍 Long-Term Focus | 💸 Reliable Dividends
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