Jose Guerena
Jose Guerena @ETOROJMG

Performance
All

23.82%2026
2026
13.59%2025
2025
28.88%2024
2024
18.84%2023
2023
-19.79%2022
2022
20.34%2021
2021
86.27%2020
2020
86.3%0%-86.3%
Jose Guerena
As we approach the end of May, U.S. equity markets have continued their positive momentum, supported by solid corporate earnings and a moderation in geopolitical volatility. As of this writing, our portfolio shows an approximate return of 2.5%, a solid result and broadly in line with the Dow Jones and... Show More
Jose Guerena
April closed as an exceptional month for equity markets, despite a global environment marked by elevated volatility, the ongoing conflict in Iran, and high oil prices. In this challenging context, our account posted a monthly return of 10.28%, in line with major indices such as the S&P 500 (10.42%),... Show More
Jose Guerena
This month proved to be particularly challenging for global markets. The combination of the war in Iran, rising oil prices, and mixed economic data created a difficult environment for virtually all market participants. The main U.S. indices closed the month with negative results: S&P 500: –5.1% Dow... Show More
Jose Guerena
Our portfolio achieved an outstanding return of 8.20% in February and has accumulated 11.13% so far this year, placing it well above the recent performance of U.S. markets. This relative strength is especially notable considering that February was a weak month for the main benchmark indices. The S&P... Show More
Jose Guerena
We started the year with a 2.71% return in January, a solid start for the first month of the annual cycle. Our performance positioned itself competitively against the main U.S. equity benchmarks. During January, U.S. indices posted moderate gains: • S&P 500: +1.37% • Dow Jones Industrial Average:... Show More
Jose Guerena
At the close of this year, I want to express my deep gratitude for the trust and commitment you have maintained in our strategy. It has been a period marked by volatility, structural adjustments in the markets, and relevant regulatory changes, but also by significant progress in the consolidation of... Show More
Jose Guerena
Over the next few weeks, we will reduce the portfolio from 15 to 12 equally weighted positions. This change is designed to further concentrate capital in the companies we believe have the best fundamentals and long term prospects. About a year ago, we adjusted the portfolio from 20 to 15 stocks, and... Show More
Jose Guerena
With just two months remaining in the year, we’re pleased to share that our current portfolio has achieved an accumulated gain of nearly 10% year-to-date, including an approximate 3.3% return in October. While these figures may not outshine the headline-grabbing performances of the major indexes, they... Show More
Jose Guerena
This month, our portfolio posted a modest decline of approximately -4%, slightly trailing major benchmarks. While short-term fluctuations are inevitable, they do not define the strength or direction of our long-term strategy. Like any other investor, we will experience both positive and negative months.... Show More
Jose Guerena
This year has been very uncertain when it comes to investments in the stock markets. Normally, when markets function as they should, companies that sell a good product and are well-managed tend to grow and increase in value in terms of their stock price. Conversely, companies that lag behind in their... Show More

About Jose Guerena

Work experience and education: - Master of Science, Civil Engineering, The University of Texas at Austin, USA; - Bachelor of Science, Civil Engineering, ITESM, Mexico. - 15 years working as an Engineer for different multinational engineering firms. - 13 years of stock market investing experience. -... Show More
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