Javier Fernandez Quaglia
Javier Fernandez Quaglia @javioide

Performance
All

11.69%2026
2026
15.67%2025
2025
36.93%2024
2024
49.03%2023
2023
-29.85%2022
2022
38.21%2021
2021
169.31%2020
2020
-14.28%2019
2019
-28.93%2018
2018
240.65%2017
2017
55.80%2016
2016
-5.54%2015
2015
-29.24%2014
2014
37.35%2013
2013
240.7%0%-240.7%
Javier Fernandez Quaglia
$QQQ (Invesco QQQ) remains the key benchmark I am watching right now. The market continues to be driven by the same major theme: artificial intelligence infrastructure, cloud computing, semiconductors and high-quality mega-cap technology. This trend has not disappeared; in fact, recent market action... Show More
Javier Fernandez Quaglia
This month we restructured the portfolio, and I feel better about where we stand now. The main reason is simple: we are more focused on quality and on the areas of the market that still have strong momentum behind them. For me, $QQQ (Invesco QQQ) remains one of the best ways to express that view. It... Show More
Javier Fernandez Quaglia
$QQQ (Invesco QQQ) ๐—ถ๐˜€ ๐—ด๐—ฒ๐˜๐˜๐—ถ๐—ป๐—ด ๐˜๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ฟ๐—ถ๐—ด๐—ต๐˜ ๐—ป๐—ผ๐˜„ ๐Ÿ“‰๐Ÿง . The big story is not that tech suddenly became โ€œbadโ€ โ€” itโ€™s that the market is dealing with a tougher macro backdrop. On March 26, the Nasdaq officially fell into correction territory, down more than 10% from its recent high,... Show More
Javier Fernandez Quaglia
$QQQ (Invesco QQQ) is the โ€œAI + Mega-capโ€ mood ring right now ๐Ÿงฒ๐Ÿ“ˆ. This week has two big headlines that can swing the whole Nasdaq-100: (1) Nvidia earnings after the close on Feb 25 and (2) Meta signing a huge multi-year AI GPU deal with AMD (6 gigawatts, with deliveries expected to start in 2H 2026). Why... Show More
Javier Fernandez Quaglia
๐ŸŒŸ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—”๐—น๐—น ๐— ๐˜† ๐—–๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—™๐—ผ๐—น๐—น๐—ผ๐˜„๐—ฒ๐—ฟ๐˜€ ๐ŸŒŸ Over the last few days, markets have continued to revolve around three big themes: artificial intelligence, big tech execution, and liquidity flowing back into risk assets. This combination is very much aligned... Show More
Javier Fernandez Quaglia
๐ŸŒŸ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—”๐—น๐—น ๐— ๐˜† ๐—–๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—™๐—ผ๐—น๐—น๐—ผ๐˜„๐—ฒ๐—ฟ๐˜€ ๐ŸŒŸ Over the last few days, markets have remained highly focused on AI, semiconductors, and big tech execution โ€” and that aligns very well with how this portfolio is positioned today. Starting with $NVDA (NVIDIA Corporation),... Show More
Javier Fernandez Quaglia
๐ŸŒŸ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—”๐—น๐—น ๐— ๐˜† ๐—–๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—™๐—ผ๐—น๐—น๐—ผ๐˜„๐—ฒ๐—ฟ๐˜€ ๐ŸŒŸ Over the past few days weโ€™ve had several important news events that directly affect parts of our portfolio, so hereโ€™s a simple and friendly recap. The biggest highlight came from $NVDA (NVIDIA Corporation), which... Show More
Javier Fernandez Quaglia
$TSLA (Tesla Motors, Inc.) โ€” ๐— ๐˜‚๐˜€๐—ธ ๐—ฏ๐˜‚๐˜†๐˜€ $๐Ÿญ๐—•, ๐—ฎ ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฏ๐—ผ๐—ผ๐˜€๐˜ ๐Ÿš—๐Ÿ’ช Quick take: Elon bought roughly 2.5M Tesla shares (~$1B) today. Big insider purchases like this usually signal conviction and can lift sentiment short term. Expect kneeโ€‘jerk bumps in price and headlines. ๐Ÿ”ฅ Why... Show More
Javier Fernandez Quaglia
๐Ÿ“Œ Market Update โ€“ September 1, 2025 Hey everyone! Just a quick reminder that the U.S. markets are closed today ๐Ÿ›‘ as the country observes Labor Day ๐Ÿ‡บ๐Ÿ‡ธ. This holiday honors the contributions of workers and always falls on the first Monday of September. That means no trading activity on the NYSE,... Show More
Javier Fernandez Quaglia
๐Ÿš€ ๐—ก๐—ฒ๐˜„ ๐—”๐—น๐—น-๐—ง๐—ถ๐—บ๐—ฒ ๐—›๐—ถ๐—ด๐—ต! ๐ŸŽ‰ Today I reached a personal milestone: my portfolio crossed $25,000 for the first time ever! This isn't just a number โ€” it reflects years of learning, adjusting, and staying focused through market ups and downs. ๐Ÿ™Œ Iโ€™m particularly happy with how exposure to... Show More

About Javier Fernandez Quaglia
Uruguay
Strategy: Growth

Software engineer and long-term investor. Follow my strategy for potential strong returns.
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