Performance
All

12.60%2025
2025
1.70%2024
2024
-0.15%2023
2023
12.6%0%-12.6%
Steven Valdez
💊 GSK ($GSK (GlaxoSmithKline plc ADR)): a defensive stock that delivers. The healthcare sector has always felt like a necessary presence in any portfolio. It’s a defensive sector — less exposed to market swings and able to provide stability when others struggle. In my case, I found $GSK at a time... Show More
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GSK
GlaxoSmithKline plc ADR
48.04
0.07 (0.15%)
Steven Valdez
📈 Portfolio update and a quick look at the current context Today’s CPI came in better than expected, giving markets some breathing room. If this trend continues, we could see interest rate cuts ahead, which would help mortgage costs come down and give a boost to REITs like $VNQ (Vanguard Real Estate... Show More
Steven Valdez
Spain
David Bonachea Martinez
🚨 Amazon and the Robot Madness 🚨 I read that, according to the New York Times, Amazon might be considering replacing 600,000 potential future hires with robots. Yes, six hundred thousand. Insane. They haven’t officially confirmed it yet, but just imagining it is dizzying. Now, let’s do a thought... Show More
Steven Valdez
@SV2913closed a $MC.PA buy position
Spain
Acabo de cerrar la operación con una Ganancia del 6.44% Translate
MC.PA
LVMH Moet Hennessy Louis Vuitton SA
6.45%
Trade Story
Steven Valdez
📉 Rate Cuts: A New Cycle, New Opportunities? Central banks seem determined to turn the wheel and move into a phase of interest rate cuts. Inflation, though under control, is still present — but the fear of cooling the economy too much weighs heavier. So, what does this mean for the markets? 🔄 Cyclicals... Show More
Steven Valdez
📢 $MSFT (Microsoft) partners with the GSA to accelerate AI adoption in the U.S. government Today it was announced that Microsoft (MSFT) signed an agreement with the U.S. General Services Administration (GSA) to provide cloud service discounts and free access to Copilot for federal agencies. The deal... Show More
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MSFT
Microsoft
503.38
0.09 (0.02%)
Steven Valdez
$MC.PA (LVMH Moet Hennessy Louis Vuitton SA) The luxury giant shines again HSBC has upgraded its recommendation on LVMH from hold to buy. The luxury sector has been under pressure in recent months, but it is beginning to show signs of recovery in the second half of the year, with solid prospects looking... Show More
Steven Valdez
🚀 New position in $CROX (Crocs Inc) 🐊 Many see $CROX as “ugly shoes,” but behind that image there’s a business with a globally recognized brand, outstanding profit margins, and a huge ability to generate cash. On top of that, debt is coming down quickly and the company keeps buying back its own... Show More
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CROX
Crocs Inc
74.02
-0.27 (-0.36%)
Steven Valdez
Spain
Gran post de mi compañero y socio. Translate
David Bonachea Martinez
Do you use ChatGPT? Ask it this to see what it knows about you: "Considering what you know about me, what is the deepest and most meaningful thing you can tell me right now? Please be as verbose as possible I would really love to hear all your thoughts." Its response, in my case, was spot... Show More
Steven Valdez
📈 $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) breaks through the 500$ resistance The luxury sector has been heavily punished in recent months 😓. However, I remain faithful to my thesis: companies like $MC.PA or $1913.HK (Prada S.p.A.) are not valued by daily volatility, but by the strength of... Show More

About Steven Valdez
Spain
Strategy: Multi-Strategy

Active police officer moving into finance. Macro-value investor, stability first.
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