Jose Guerena
Jose Guerena @ETOROJMG

Performance
All

4.74%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
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
Edited
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
Jose Guerena
All of us invest in the stock market because we want to earn a positive return on our invested capital, and that's how the stock market behaves most of the time, especially when viewed over a long-term horizon. This can be clearly observed if we look at a graph of any of the main stock market indices... Show More
Jose Guerena
Last month I presented a table comparing the performance we had last year against the most copied popular investors within the ETORO platform. This time I want to compare the same performance we have had against the main market indices. It is important to mention that in our portfolio we do not overweight... Show More
Jose Guerena
Below, I present a table comparing the results obtained since the start of operations of my ETORO account against the results obtained by the five most copied popular investors to date. It is a cumulative of the last five years, as I started operating my account in January 2020, and similarly, to make... Show More
Jose Guerena
The year 2024 has just ended! And we are happy because it was a very good year in terms of returns on the stock market! As preliminary results, we are going to be close to 30% annual return, which is very good in general, and even more so if we compare it against the benchmark indices, especially those... Show More
Jose Guerena
Is the market too expensive? Is it a good time to invest? Two difficult questions to answer, in my opinion no one can know what the market is going to do in the coming weeks or months and personally I don't try to predict it. I believe in always being invested and trying to beat the market, so that... Show More
Jose Guerena
Ok, we have already concluded the change to a portfolio of 15 stocks since the beginning of the month and the risk score remained exactly the same, there was no other change in the way we chose stocks for our portfolio, that is, we did not choose stocks with low volatility or any other parameter that... Show More
Jose Guerena
Here is an update on last month's post where I explained that we will go from a portfolio of 20 stocks to one of 15 stocks. So far, we have reduced the portfolio from 20 to 16 stocks, we are close to meeting this goal without making many drastic changes, or having to sell stocks that are still attractive,... 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
11 Copiers
76 Followers