Fernando Carreno Mateo
Fernando Carreno Mateo @Don_Dividend

Performance
All

7.51%2025
2025
3.80%2024
2024
9.84%2023
2023
9.8%0%-9.8%
Fernando Carreno Mateo
🇪🇸 🔵 IBEX 35 rompe su máximo histórico 📈 El índice ha superado los 16.000 puntos por primera vez desde 2007, liderado por el sector bancario (+37 % en 2025) y valores como 💡 Indra S.A. con subidas de cerca del 190 % en el año. 💬 El rally español no se detiene… pero muchos analistas ya advierten... Show More Translate
Fernando Carreno Mateo
🟣 NEWS 2: “Australian inflation surprises” 📈 Australia surprises on the upside: inflation rises to 3% and slows expectations of a cut September's trimmed mean CPI exceeded forecasts, prompting the Reserve Bank of Australia to adopt a more cautious tone. Impact: AUD up +0.5%, bonds and banks... Show More
Fernando Carreno Mateo
🟢 NEWS 1: “Stocks at record highs driven by AI” 🚀 Wall Street breaks records again thanks to the Artificial Intelligence boom The S&P 500 and Nasdaq indices reach new all-time highs. Big tech leads the way after solid results and optimism in the AI sector. Comment: ➡️ AI continues to drive the... Show More
Fernando Carreno Mateo
🟢 NOTICIA 1: “Acciones en máximos impulsadas por la IA” 🚀 Wall Street vuelve a romper récords gracias a la fiebre de la Inteligencia Artificial Los índices S&P 500 y Nasdaq alcanzan nuevos máximos históricos. Las big tech lideran tras sólidos resultados y optimismo en el sector IA. Comentario: ➡️... Show More Translate
Aún queda rally por delante
100.00%
Ajustemos precauciones
100.00%
Fernando Carreno Mateo
Edited
What do you think about the next HEADLINE 🌏 The Magnificent 7 now make up ⅓ of the S&P 500. Nvidia alone = 7% of the index. Share your thoughts in the comments. $NVDA (NVIDIA Corporation) $AAPL (Apple) $AMZN (Amazon.com Inc) $MSFT (Microsoft) $TSLA (Tesla Motors, Inc.) $GOOG (Alphabet) $META... Show More
Time to buy an index fund
100.00%
Dont touch an index fund now
100.00%
Fernando Carreno Mateo
💥 AI Stocks Boom — But There’s a Hidden Risk The market rally is flying high 🚀 — powered by the Magnificent 7 (Nvidia, Apple, Microsoft, Meta, Tesla, Amazon, Google). But beneath the excitement lies a critical bottleneck ⚠️: Almost all the chips driving the AI revolution are made by one company... Show More
Fernando Carreno Mateo
$ACMR (ACM Research Inc) the rising star of my portfolio is up 117,78% ⭐⭐⭐⭐⭐ ⇨ Last 3-Yr Rev. CAGR 44,4 % ⇨ Last 3-Yr EBITDA CAGR 74,7 % ⇨ Last 3-Yr EPS CAGR 51,8 % Still cheap compared to its historical valuation. An important part of the entire microprocessor production chain that most people are... Show More
Fernando Carreno Mateo
🇨🇳 China’s Real Estate Bubble: Collapse or Reinvention? A few years ago, China faced the burst of the world’s largest housing bubble. Real estate made up 30–35% of GDP and was the main savings vehicle for households. The fall of giants like Evergrande left thousands of families without homes or savings. How... Show More
China is a good opportunity
100.00%
China is still too risky
100.00%
Fernando Carreno Mateo
📌 General Highlights 🗓️ Sept 17: The Fed likely starts a rate-cutting cycle. 🧲 Interest rates = “gravity of assets” (Buffett). 🔥 New environment of negative real rates (inflation > rates). 🏆 Winners: gold, energy, commodities, tech, small caps, REITs, banks with high deposit costs. ⚠️ Losers:... Show More
FED will drop rates
100.00%
FED won't touch rates
100.00%
Surprise,they will raise them.
100.00%
Fernando Carreno Mateo
CARDANO ETF 📅 Will this be the turning point for Cardano? The cryptocurrency shot up more than 17% , reaching its highest level since early March. Grayscale, the world's largest digital asset manager, registered the “Grayscale Cardano Trust ETF” in Delaware on August 12, 2023, according to public... Show More
Yes, lets go to ATH (3$)
100.00%
No, wont exceed the $1 barrier
100.00%

About Fernando Carreno Mateo
Spain
Strategy: Multi-Strategy

All-weather investor. Value, Dividend and GARP (Growth at a reasonable price)
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6 Copiers
100 Followers