Andrés Vicuña Tagle
Andrés Vicuña Tagle @Andresvicunat

Performance
All

9.08%2026
2026
20.45%2025
2025
20.90%2024
2024
40.47%2023
2023
-27.13%2022
2022
11.35%2021
2021
41.04%2020
2020
41.0%0%-41.0%
Discussions
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
10d
Dear Copiers & Followers, No changes on my portfolio (yet again). I remain fully invested. 7% YTD as of writing—below my $ACWI (iShares MSCI ACWI Index Fund) benchmark, but confident we'll catch up toward year-end. I wanted to briefly touch on $PAVE (Global X U.S. Infrastructure Development... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
1mo
Ray Dalio has been sounding the alarm on sovereign debt for a long time. While his macro outlook can sometimes lean too far into apocalyptic "doomsday" territory, he raises structural points that investors cannot ignore. Investors are simply losing appetite for 30-year Treasuries and long-duration... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
1mo
Ray Dalio has been sounding the alarm on sovereign debt for a long time. While his macro outlook can sometimes lean too far into apocalyptic "doomsday" territory, he raises structural points that investors cannot ignore. Investors are simply losing appetite for 30-year Treasuries and long-duration... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
2mo
📈 July 2026 Portfolio Update: Fundamentals Over Frenzy A Lesson from the Korean Market 📉 𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, This month, I want to share a chart that serves as a timely reminder of why discipline and fundamental analysis must always come first in investing. The chart... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
3mo
𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲: The Changing Market Cycle 𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, It has not been an great year for us so far. As we close out the first half of 2026, our portfolio’s year-to-date performance has flattened out with a positive 1% performance.... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
4mo
📈 𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 𝗧𝗵𝗲 𝗩𝗮𝗹𝘂𝗲 𝗼𝗳 𝗣𝗮𝘁𝗶𝗲𝗻𝗰𝗲 𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, After recovering our Q1 drawdown in April, May has been a month of steady consolidation and upward momentum. By sticking to our core thesis and the portfolio... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
5mo
Edited
📈 April 2026 Portfolio Update The Recovery is Here 🚀 𝗗𝗲𝗮𝗿 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 𝗮𝗻𝗱 𝗙𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀, Patience pays. After a volatile start to the year, April delivered a massive ~13 return. This bounce-back didn't just recover our recent drawdowns; it pushed our 2026 YTD performance back... Show More
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
6mo
@fuller42 Sorry to see you go! You had been with me since the very beggining! Andrés
Not investment advice. The author may have financial interests in the mentioned instruments.
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
6mo
@don2604 Really sorry to see you go! You left my portfolio at the end of the war. I have recovered in full during April!! Wishing you the best and happy to answer any questions you might have. Andrés
Not investment advice. The author may have financial interests in the mentioned instruments.
Andrés Vicuña Tagle
Andrés Vicuña Tagle
United Kingdom
6mo
@Octopus23 Sorry to see you go! You left my portfolio in the middle of the war. Now on April I have recovered in full. Wishing you all the best and happy to answer any questions you might have. Andrés
Not investment advice. The author may have financial interests in the mentioned instruments.

About Andrés Vicuña Tagle
United Kingdom
Strategy: Multi-Strategy

I run a 𝗚𝗹𝗼𝗯𝗮𝗹 🌎, 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱, 𝗠𝘂𝗹𝘁𝗶-𝗦𝗲𝗰𝘁𝗼𝗿 Portfolio
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156 Copiers
3.3K Followers

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