Year of Strong Profitability
As we approach the final stretch of the year, the market has shown a more optimistic tone over the past few weeks. After recovering part of the declines we experienced earlier, we are currently sitting at +22% in gains, which reflects a very solid performance.
Given this context, I have decided to make a small adjustment to the portfolio. We have closed some positions that, based on our analysis, were slightly holding back overall performance. Our objective is clear: we are here to generate returns.
This decision was not taken lightly. It followed a thorough and careful analysis, especially considering that the strategy for the coming year is already defined. These positions no longer met the criteria required to align with our forward-looking plan, so it was the right moment to act.
This adjustment demonstrates my strong commitment to long-term strategy, in-depth analysis, and disciplined portfolio management. Every move is made with consistency and a clear vision.
Finally, I want to sincerely thank all my copiers for their trust and loyalty throughout this year. I truly appreciate your support, and I look forward to continuing to deliver value and profits for all of you in the year ahead.
¡¡Merry Christmas !!... Show More
0
0
0
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun Mar 08 2026 07:30:04 GMT+0000 (Coordinated Universal Time)
