Luis Inigo Bono
Luis Inigo Bono @Luisvib

Rendimento
Tutti

23.82%2025
2025
8.15%2024
2024
25.54%2023
2023
-3.67%2022
2022
25.5%0%-25.5%
Opinioni
Luis Inigo Bono
Spagna
1g
📢 Portfolio update and market outlook Our portfolio is going through a correction — something natural after the rally of the past few months. I’ve taken advantage of this move to increase positions in $ELV (Elevance Health Inc) , $UNH (UnitedHealth) and $ICLR (ICON Public Limited Company) , at... Mostra di più Traduci
Luis Inigo Bono
Spagna
6g
📢 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... Mostra di più Traduci
Luis Inigo Bono
Spagna
7g
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... Mostra di più Traduci
Luis Inigo Bono
Spagna
10g
📢 Fiserv: a historic drop and what it really means Today I want to take a deeper look at what’s happening with $FISV (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... Mostra di più Traduci
Luis Inigo Bono
Spagna
12g
‼️​ 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... Mostra di più Traduci
Luis Inigo Bono
Spagna
14g
📢 Portfolio update Today has been a tough day for the portfolio, even with nearly 28% in cash and safe bonds. The main story was $FISV (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,... Mostra di più Traduci
Luis Inigo Bono
Spagna
15g
🥇​ 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... Mostra di più Traduci
Luis Inigo Bono
Spagna
15g
🌎 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... Mostra di più Traduci
Luis Inigo Bono
Spagna
16g
📢 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... Mostra di più Traduci
Luis Inigo Bono
Spagna
19g
📢 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... Mostra di più Traduci

Informazioni Luis Inigo Bono
Spagna
Strategia: Valore

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