Dear followers and investors, we closed the month of August very slightly in the green with +0.60% return, giving us a total YTD of 14.59%.
We come to a rough start of the month of September, there are 3 key situations right now, Irans war, the bond market sell-off and uncertainty on what the FEDs... Show More
Dear followers and investors, another month went by this time unfortunately the AI and semiconductor sector went down deep, we finish July with -9.9% for a total Year to date of +13.91%.
There are several things that are worth noting so this might be a bit a long post:
Since January 1st 2023 to date,... Show More
Dear followers and investors, the AI and semiconductor stocks are going through a steep pullback, mainly due profit taking as they have been delivering exceptional gains in the past couple months.
Given our portfolio is still concentrated in this sectors, this represents a considerable setback for our... Show More
Dear followers and investors, we close the 6th month of the year with a return of 1.14% quiet a messy month with lots of up and downs, the silver lining we came out positive, and with a total YTD of 26.42% more than double the SP500s YTD.
July is usually a good month in midterm years, so there is a... Show More
The Janitor Who Left Behind 8 Million
Ronald Read didn’t look like a millionaire.
He lived in a small house in Vermont, drove used cars, cut his own firewood, worked modest jobs most of his life, first as a gas station attendant, then as a janitor and maintenance worker at J.C. Penney.
To most people,... Show More
Dear followers and investors, we close the month of May with a return of 7.41% and an acumulated YTD of 25%, considering that the $SP500 is performing at a 10.5% YTD we are currently more than doubling its return.
I still believe AI related assets will keep going up so our portfolio will keep its focus... Show More
I've talked about this before, but I think it really needs to be reminded, beating the market is not impossible, actually the odds to beat the market are fairly high if you now what you are doing.
That doesn't mean every year will be a good year, but it does mean that on the long run, if managing... Show More
Dear followers and investors, today I want to briefly point out Metas latest news.
Meta started notifying ~8,000 employees today — roughly 10% of its workforce — as part of a broader restructuring tied to its AI push. Around 7,000 additional staff are being reassigned into new AI-focused teams under... Show More
Dear followers and investors, we closed the month of April with a nice 25.35% return, this brings us to a total of 16.52% YTD.
I also want to point out as of the timing of this writing 100% of my copiers are in positive results!
Setting this great news aside we face a complex year, years where there... Show More
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