Rayeiris Maduro Rondon
Rayeiris Maduro Rondon @Rayeiris

Tuottavuus
Kaikki

-3.07%2026
2026
19.02%2025
2025
32.55%2024
2024
38.81%2023
2023
17.38%2022
2022
38.8%0%-38.8%
Rayeiris Maduro Rondon
𝑳𝒆𝒕’𝒔 𝒕𝒂𝒍𝒌: 𝑼𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒊𝒏𝒈 𝒎𝒂𝒓𝒌𝒆𝒕 𝒄𝒚𝒄𝒍𝒆𝒔 One dear friend and copier wrote to me privately a couple of days ago, worried about the portfolio’s performance for the year. That opened a long, two hour conversation about market cycles and I thought the highlights of that conversation... Näytä enemmän Käännä
Rayeiris Maduro Rondon
💎𝑻𝒉𝒆 𝒏𝒆𝒘 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒂𝒄𝒒𝒖𝒊𝒔𝒊𝒕𝒊𝒐𝒏: 𝑴𝒂𝒐 𝑮𝒆𝒑𝒊𝒏𝒈💎​ $1318.HK (Mao Geping Cosmetics Co Ltd) is a premium beauty group in China that integrates traditional Oriental aesthetic concepts into its products. Founded in 2000 by one of China's most renowned makeup artists,... Näytä enemmän Käännä
Rayeiris Maduro Rondon
💎𝑻𝒉𝒆 𝒏𝒆𝒘 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒂𝒄𝒒𝒖𝒊𝒔𝒊𝒕𝒊𝒐𝒏: 𝑴𝒂𝒐 𝑮𝒆𝒑𝒊𝒏𝒈💎 $1318.HK (Mao Geping Cosmetics Co Ltd) is a premium beauty group in China that integrates traditional Oriental aesthetic concepts into its products. Founded in 2000 by one of China's most renowned makeup artists, the... Näytä enemmän Käännä
Rayeiris Maduro Rondon
𝑻𝒉𝒆 𝒏𝒆𝒘 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒂𝒄𝒒𝒖𝒊𝒔𝒊𝒕𝒊𝒐𝒏: 𝑴𝒂𝒐 𝑮𝒆𝒑𝒊𝒏𝒈 $1318.HK (Mao Geping Cosmetics Co Ltd) is a premium beauty group in China that integrates traditional Oriental aesthetic concepts into its products. Founded in 2000 by one of China's most renowned makeup artists, the company... Näytä enemmän Käännä
Rayeiris Maduro Rondon
𝐇𝐨𝐰 𝐭𝐨 𝐬𝐮𝐫𝐯𝐢𝐯𝐞 𝐭𝐡𝐞 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭? Many people start investing, then realise it’s not like what your best buddy told you. Weeks have passed, and you’re either losing money or have made insignificant gains. “How long do I have to keep this money invested? When will I be able... Näytä enemmän Käännä
Rayeiris Maduro Rondon
✨​𝑷𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒓𝒊𝒔𝒆𝒔 +8.08% 𝑼𝒑 𝒊𝒏 𝑱𝒖𝒍𝒚 𝒘𝒉𝒊𝒍𝒆 𝒕𝒉𝒆 𝑰𝒏𝒅𝒆𝒙 𝒌𝒆𝒑𝒕 𝒂𝒕 -0.13%.✨​ Mostly because of $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) / $BABA (Alibaba-ADR) performance, +26%/+27% still, we’re buying a massive conglomerate at discount Then we have the recovery... Näytä enemmän Käännä
Rayeiris Maduro Rondon
​✨​✨𝑸𝒖𝒂𝒓𝒕𝒆𝒓 𝒓𝒆𝒔𝒖𝒍𝒕𝒔✨​✨ About $1913.HK (Prada S.p.A.) Featuring Hayley Bieber, in the launch of the Autumn and Winter collection for MIUMIU, we finally have Prada’s half-year results, and Mr Market is very happy about it, with shares rising by 14%, almost reaching February’s peak in six... Näytä enemmän Käännä
Rayeiris Maduro Rondon
✨​✨​​𝑱𝒖𝒍𝒚 𝒎𝒐𝒏𝒕𝒉𝒍𝒚 𝒓𝒆𝒄𝒂𝒑 𝒐𝒏 𝑸𝒖𝒂𝒓𝒕𝒆𝒓 𝒓𝒆𝒔𝒖𝒍𝒕𝒔 part1✨​✨ We went through a lot of volatility this month, it started negative but the following weeks we saw a recovery. The great thing about the end of the first semester of the year is that we have many quarterly and half year... Näytä enemmän Käännä
Rayeiris Maduro Rondon
𝑾𝒉𝒂𝒕'𝒔 𝒉𝒂𝒑𝒑𝒆𝒏𝒊𝒏𝒈 𝒕𝒉𝒊𝒔 𝒚𝒆𝒂𝒓 𝒘𝒊𝒕𝒉 𝒗𝒐𝒍𝒂𝒕𝒊𝒍𝒊𝒕𝒚? July so far is returning +9.19%, recovering from the -8.01% of June, and even though I’m not a big follower of Beta, Alpha and other performance metrics, sometimes we need to study the past to be conscious of what we... Näytä enemmän Käännä
Rayeiris Maduro Rondon
𝑻𝒓𝒊𝒎𝒎𝒊𝒏𝒈 $GAW.L (Games Workshop) 𝒂𝒏𝒅 𝒐𝒕𝒉𝒆𝒓𝒔 𝑱𝒖𝒏𝒆 𝒎𝒐𝒗𝒆𝒎𝒆𝒏𝒕𝒔... Games Workshop has been a great component of our portfolio for a long time. Nevertheless, we’re not afraid of selling when the right price arrives, which gave us gains of +85%. Trading at 35x PE for a retailer... Näytä enemmän Käännä

Tietoa Rayeiris Maduro Rondon
Espanja
Strategia: Arvo

📈Long-term value investor📈 ⭐️🏆Focused on quality businesses with reasonable prices🏆⭐️
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