Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo @JAGOPER

Performance
All

0.20%2026
2026
24.78%2025
2025
19.39%2024
2024
43.08%2023
2023
-34.63%2022
2022
31.01%2021
2021
38.38%2020
2020
43.1%0%-43.1%
Alfonso Fernandez Pajuelo
Hi, I'm sending a portfolio update for May. During May, SPY advanced approximately +6.3%, closing at all-time highs. My portfolio returned +1% for the month, a gap that is largely explained by portfolio composition rather than execution. The May rally was largely a semiconductor story. The PHLX... Show More
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ADBE
Adobe Systems Inc
207.11
0.7500 (0.36%)
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
closed a $GOOG buy position
Peru
Acabo de cerrar la operación con una Ganancia del 140.30% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
GOOG
Alphabet
140.32%
Trade Story
Alfonso Fernandez Pajuelo
Hi, I’m sending a portfolio update. During April, the market rebounded strongly after the March correction. As of April 29, my portfolio is up +7.8%, returning to positive territory YTD. This recovery has been driven by improved sentiment around interest rates, reduced macro uncertainty, and solid earnings... Show More
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
closed a $EWZ buy position
Peru
Acabo de cerrar la operación con una Ganancia del 67.89% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
EWZ
Brazil Index MSCI Ishares
67.89%
Trade Story
Alfonso Fernandez Pajuelo
Hi, I´m sending an update. During March, the SPY extended its correction, declining -7.5% for the month, bringing performance to approximately -6.8% YTD and around -10% from recent highs, in a context of higher-for-longer rates, multiple compression, and profit-taking following the late-2025 rally. In... Show More
Alfonso Fernandez Pajuelo
Hi, I'm sending an update on my portfolio. In February, I continued accumulating Microsoft ($MSFT) and buying Netflix ($NFLX) on pullbacks, using volatility to build both positions progressively rather than chasing short-term moves. Microsoft ($MSFT): Microsoft traded lower during February, closing... Show More
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
closed a $CSCO buy position
Peru
Acabo de cerrar la operación con una Ganancia del 71.94% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
CSCO
Cisco Systems Inc
71.94%
Trade Story
Alfonso Fernandez Pajuelo
Over the past three sessions, SPY has pulled back amid macro uncertainty and profit-taking, as markets reassess positioning after a strong rally. Political noise around future Fed leadership, mixed earnings reactions and renewed rate sensitivity have driven a short-term risk-off move, weighing on major... Show More
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
closed a $EWZ buy position
Peru
Acabo de cerrar la operación con una Ganancia del 50.85% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
EWZ
Brazil Index MSCI Ishares
50.85%
Trade Story
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
closed a $ASML buy position
Peru
Acabo de cerrar la operación con una Ganancia del 93.17% Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
ASML
ASML Holding NV
93.17%
Trade Story

About Alfonso Fernandez Pajuelo
Peru
Strategy: Value

Cartera diversificada a nivel región y sectores, combinando análisis Top down y Bottom up.
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3.2K Followers