Bernardo Ortigão
Bernardo Ortigão @AscendEquity

Performance
All

14.43%2026
2026
6.07%2025
2025
3.02%2024
2024
4.39%2023
2023
3.55%2022
2022
14.4%0%-14.4%
Discussions
Bernardo Ortigão
Bernardo Ortigão
Portugal
2mo
𝟏𝟏 𝐨𝐮𝐭 𝐨𝐟 𝟏𝟐 𝐥𝐚𝐬𝐭 𝐦𝐨𝐧𝐭𝐡𝐬 𝐜𝐥𝐨𝐬𝐞𝐝 𝐰𝐢𝐭𝐡 𝐚 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐫𝐞𝐭𝐮𝐫𝐧! The last 12 months have been anything but easy for investors. We've experienced: 🌍 Geopolitical tensions 🛢️ $OIL price shocks 📈 Uncertainty around interest rates 💻 Sharp swings in technology... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
4mo
📈 Outperforming Isn't Just About Higher Returns. It's About Staying in the Game. 👉 One of the most overlooked aspects of investing is what happens during market stress. Over the last 6 months, while $SPX500 experienced a significant drawdown, my strategy remained positive and continued to... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
5mo
📊 BullAware Performance – Year to Date Score: 9.4 / 10 Returns matter, but how you achieve them matters even more. Here’s a snapshot of the strategy so far this year based on independent analytics (BullAware). 🧠 What does this actually mean? 🔹 Consistency (Sharpe Ratio – 2.07) For every unit... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
8mo
Edited
📊 Consistency Over Noise Markets don’t reward impatience. They reward discipline. This strategy is built around a controlled risk-return profile, focusing on: - Capital preservation - Steady compounding - Clear risk management rules No shortcuts or unrealistic promises. Over time, the objective is... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
9mo
Edited
Portfolio Rebalance - Jan 2026 Dear Investors, With the start of the new year, I’ve completed the portfolio rebalance, fine-tuning allocations to remain focused on capital protection, diversification, and consistency, while navigating an environment that remains challenging but full of selective opportunities. Below... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
10mo
Steady and Built to Last Many investors focus only on the finish line — the big wins, the fast returns, the overnight success stories. But real investing isn’t a sprint. It’s a disciplined, steady climb. My investment approach is built around: 📌 Patience over impulse 📌 Controlled growth over risky... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
10mo
No Unrealistic Promises — Just Discipline and Protection In a market full of noise and unrealistic expectations, I keep my approach simple: No extraordinary promises. No hype. No shortcuts. What I do promise is what truly matters for long-term: ✅ Strict risk management ✅ Capital protection above everything... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
10mo
Stability Over Surprises In today’s uncertain markets, my priority remains the same: protect capital and deliver consistent, steady results. Here’s a real-world example of what that looks like: 👉 If you had invested $10,000 with me this year, the biggest drawdown you would have seen was only about... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
12mo
📈 Hedge Move is Paying Off! I’m glad to share that since our last rebalancing, the portfolio has been recovering very well — up +6%, outperforming the $SPX500 over the same period. ✨ The decision to switch our hedge from $UUP (Invesco DB US Dollar Index Bullish Fund) (Dollar ETF) to $GLDM (SPDR... Show More
Bernardo Ortigão
Bernardo Ortigão
Portugal
1y
𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 – 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐢𝐧𝐠 𝐟𝐨𝐫 𝐇𝟐 𝟐𝟎𝟐𝟓 I completed a strategic rebalancing of the portfolio to better align with the evolving macroeconomic landscape and to position us for strong performance in the second half of the year. 𝟏. 𝐑𝐞𝐩𝐥𝐚𝐜𝐢𝐧𝐠... Show More

About Bernardo Ortigão
Portugal
Strategy: Quant

✅ Modern Risk-Return Strategy ✅ Diversified ETF Portfolio
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5 Copiers
575 Followers

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