Noviembre estuvo a punto de convertirse en uno de mis peores meses, con el portafolio cerca de -5 %. En lugar de vender en pánico, usé capital de reserva para adelantar compras contracíclicas en activos de calidad. El resultado: cerré el mes prácticamente plano, alrededor de 0 %, y mantuve la racha de 8 meses sin cerrar en rojo.
Esto se alinea bastante con una frase atribuida a Warren Buffett:
Regla 1: no pierdas dinero.
Regla 2: nunca olvides la regla 1.
No significa que nunca vayamos a ver números rojos en el camino, sino que la prioridad es proteger el capital y evitar decisiones que arriesgan demasiado para ganar muy poco.
Ahora toca preparar el portafolio para Navidad y Año Nuevo 💪... Show More Translate
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