Héctor Cubino López @HectorCubi: "🌅 Patience and Perspective This week..."

Spain

Edited

🌅 Patience and Perspective This week the market once again reached new highs, and that always brings a mix of emotions: excitement, confidence… and also a certain unease. Because when everything rises, the real risk is no longer fear, but euphoria. In our case, we are also going through a positive moment. The portfolio has gained strength thanks to assets such as $AMPX (Amprius Technologies Inc) $NBIS (Nebius Group NV) $CLPT (ClearPoint Neuro Inc) and $BTC and it seems that the recent strategy of reducing liquidity and incorporating some more tactical positions with controlled risk is delivering good results. Still, I like to remember that periods of apparent calm are often the most delicate for an investor’s mind. It is when we feel that “nothing can go wrong” that we tend to lower our guard. And that is precisely when the market usually reminds us that humility and prudence are more rewarding than any prediction. Our portfolio remains well positioned, with strong assets leading the move. But even if corrections arrive, something normal after weeks of sharp gains, the essence does not change: keep clarity, stick to the plan, and understand that sometimes the best move is not to move at all. As a psychologist, I compare it to moments of personal success. When everything flows, it is easy to believe that balance is guaranteed. But true stability is not built on the bright days, but on how we manage the ones that follow. Investing is not only about profitability, but about consistency with our vision. Trusting the process when it makes sense, resisting the urge to overreact, and maintaining serenity even when the environment seems perfect. Consistency is not measured by green days, but by the ability to stay calm when noise invites us to do the opposite. And right now, when the market seems to reward any decision, I believe it is when this matters most. As always, I want to thank all of you who are part of this journey, both those who have been here from the beginning and those who have joined recently, and there have been quite a few. Each of you contributes your own piece to help this community continue growing with purpose and direction. $NSDQ100 $GOLD $ETH $MSFT (Microsoft)