Héctor Cubino López @HectorCubi: "📊 NOVEMBER MONTHLY REPORT Hi everyone!..."

Spain

📊 NOVEMBER MONTHLY REPORT Hi everyone! 👋🏻 Before jumping into the details, I wanted to share how we experienced the month of November and what it meant for the portfolio. November was one of those months that forces you to slow down for a second and look at the market with a bit more calm. Things moved quickly, expectations shifted almost daily, and that mix ended up showing in our portfolio. I imagine more than one of you felt the same. Even so, it had a positive impact for me. It was a month that pushed us to organize ideas and make decisions we might have been postponing for a while. We adjusted exposure when needed, closed what no longer made sense, and reinforced the positions that truly fit what we want to build in the long term. Now, looking ahead to December, I do notice a slightly more stable tone. It is not a huge change, but it does feel like a breather after such uneven weeks. And I’m curious whether you’re also noticing this shift in pace. In the first comment I’ll leave the full monthly analysis and, above all, the moves we made in the portfolio and why we made them. 👇 Full analysis in the comments. $BTC $NSDQ100 $GOLD $NVDA (NVIDIA Corporation) $JPM (JPMorgan Chase & Co) $META (Meta Platforms Inc)