robchamow @robchamow: "📈 The rebound of the..."

Spain

📈 The rebound of the Magnificent Seven… or the “Maleficent Seven,” as some called them back in April. Since the April lows, they’ve bounced back strongly. Tesla, Nvidia, Meta, Microsoft, Amazon, Apple, and Google have rallied between +17% and +62% in just five weeks. All of them are in my portfolio. During the sharp correction, I rotated positions, added capital, and bought more of all of them — except Tesla — as I shared with you at the time. Strong quarterly earnings and some relief on the U.S. trade front have been key drivers behind this move. 🟢 Collectively, the seven have gained +34%, outperforming the S&P 500 (+23% over the same period). This reflects the continued dominance of tech as a market driver — and the fact that many of these companies are leading global megatrends. For me, it was a great opportunity. I ended up with nearly 70% of my portfolio in just six names… Now, of course, it’s time to manage the weightings properly. Roberto Chamorro. $TSLA (Tesla Motors, Inc.) $NVDA (NVIDIA Corporation) $MSFT (Microsoft) $GOOG (Alphabet) $AAPL (Apple)

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