Tras consolidar ganancias en algunas posiciones clave, reforzamos nuestra posición de efectivo con el fin de mantener flexibilidad táctica.
El enfoque ahora está en identificar oportunidades emergentes que permitan mejorar el rendimiento ajustado al riesgo de nuestra cartera.
Ha sido un acierto de... Show More Translate
Segundo mes consecutivo con pérdidas en el mercado, marcado por alta volatilidad y un entorno desafiante. No obstante, el portafolio logró dos puntos clave en marzo:
✔️ La activación de cinco stop loss permitió proteger parte de las ganancias acumuladas.
✔️ El desempeño del portafolio fue superior al... Show More Translate
Buen día, hoy incorporé acciones de $UBER (Uber Technologies Inc.) a mi portafolio. La empresa muestra un sólido crecimiento, con ingresos en alza y perspectivas optimistas para 2025. Su modelo innovador y el respaldo de analistas refuerzan su potencial. Confío en que será una gran adición a mi estrategia... Show More Translate
Mi portafolio ha rendido por encima del 20% por segundo año consecutivo, destacándose por su solidez incluso en un mercado volátil. Este año, 9 de los 12 meses fueron positivos, demostrando una gestión eficiente y orientada al crecimiento sostenido. Diseñado para el largo plazo, este portafolio es ideal... Show More Translate
Hoy he decidido reincorporar a $MSFT (Microsoft) en mi portafolio, aprovechando su sólido desempeño reciente y su continuo potencial de crecimiento. Además, he incrementado mi posición en $PAM (Pampa Energia S.A.-ADR) respaldado por su atractivo rendimiento y positivas perspectivas a futuro. Por último,... Show More Translate
October has been an outstanding month for the portfolio, which continued to deliver positive returns despite the correction observed in the S&P 500 index. This performance reaffirms the strength of our strategy and the portfolio’s ability to withstand periods of market volatility, maintaining superior... Show More
In general, September is known for being a month marked by corrections. However, both my portfolio and the S&P 500 achieved positive results this year. Although my portfolio did not outperform the index, it demonstrated solid performance.
This is the first September since 2021 in which both my portfolio... Show More
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Wed May 13 2026 15:10:16 GMT+0000 (Coordinated Universal Time)