Luis Inigo Bono
Luis Inigo Bono @Luisvib

Tuottavuus
Kaikki

23.22%2025
2025
8.15%2024
2024
25.54%2023
2023
-3.67%2022
2022
25.5%0%-25.5%
Keskustelut
Luis Inigo Bono
Espanja
1 pv
📢 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
3 pv
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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
5 pv
📢 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
8 pv
‼️​ 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
10 pv
📢 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,... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
10 pv
🥇​ 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
11 pv
🌎 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
12 pv
📢 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
15 pv
📢 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... Näytä enemmän Käännä
Luis Inigo Bono
Espanja
16 pv
📢 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... Näytä enemmän Käännä

Tietoa Luis Inigo Bono
Espanja
Strategia: Arvo

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