Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo @JAGOPER

Ytelse
Alle

6.42%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%
Diskusjon
Alfonso Fernandez Pajuelo
Peru
7d
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $UNH kjøpe-posisjon
Peru
26d
Acabo de cerrar la operación con una Ganancia del 58.89% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
UNH
UnitedHealth
58.89%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
Peru
11d
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 flere Oversett
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $UNH kjøpe-posisjon
Peru
26d
Acabo de cerrar la operación con una Ganancia del 58.89% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
UNH
UnitedHealth
58.89%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $UNH kjøpe-posisjon
Peru
26d
Acabo de cerrar la operación con una Ganancia del 70.26% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
UNH
UnitedHealth
70.26%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
Peru
1mnd
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 flere Oversett
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $CVS kjøpe-posisjon
Peru
2mnd
Acabo de cerrar la operación con una Ganancia del 86.04% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
CVS
CVS Health Corp
86.04%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $CVS kjøpe-posisjon
Peru
2mnd
Acabo de cerrar la operación con una Ganancia del 110.45% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
CVS
CVS Health Corp
110.45%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
Peru
2mnd
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 flere Oversett
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ADBE
Adobe Systems Inc
271.64
-1.31 (-0.48%)
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
lukket en $GOOG kjøpe-posisjon
Peru
3mnd
Acabo de cerrar la operación con una Ganancia del 140.30% Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
GOOG
Alphabet
140.32%
Handelshistorikk
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
Peru
3mnd
Redigert
Hi, I’m sending a portfolio update. During April, the market rebounded strongly after the March correction. As of April 29, my portfolio is up +7.8%, returning to positive territory YTD. This recovery has been driven by improved sentiment around interest rates, reduced macro uncertainty, and solid earnings... Vis flere Oversett

Om Alfonso Fernandez Pajuelo
Peru
Strategi: Verdi

Cartera diversificada a nivel región y sectores, combinando análisis Top down y Bottom up.
Vis full biografi Oversett
155 Kopierere
3.2K Følgere

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