Cierre de junio: Transparencia, perspectiva y visión a largo plazo.
Junio ha terminado y, como siempre en esta cuenta, la transparencia absoluta es nuestro pilar innegociable. Este mes cerramos con un leve retroceso del -1.24%.
¿Me preocupa este número? En lo absoluto. Tras un excelente abril (+10.49%) y un sólido mayo (+5.84%), es completamente natural y saludable que el mercado tome un respiro. Ningún portafolio financiero sube en línea recta de forma infinita; los retrocesos menores son parte del comportamiento normal de los activos de calidad.
Cuando ampliamos la perspectiva, el panorama real se aclara: en lo que va de 2026 acumulamos un rendimiento positivo del +7.89%. La tesis de nuestra cartera sigue intacta, fuerte y bien estructurada para capturar el crecimiento a largo plazo sin asumir riesgos innecesarios.
A todos los inversores que me acompañan y copian mi portafolio: gracias por la confianza y por compartir esta visión matemática y disciplinada. La consistencia no se construye reaccionando mes a mes, sino manteniendo el rumbo con la cabeza fría.
Cerramos la primera mitad del año en terreno sólidamente positivo y listos para el segundo semestre.
¡Feliz inicio de julio a todos!
#RutaDelInversorInteligente #eToro #PopularInvestor #TransparenciaFinanciera #InversionALargoPlazo #Disciplina #luishbk007... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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