Dear Investors ,
One month ago, I shared my strategy focused on economic cycles and high-quality, cash-flow–generating companies. Today, I’m proud to announce that I’ve officially reached Champion Popular Investor status on eToro 🚀
✅ $XLV (State Street Health Care Select Sector SPDR ETF) has done its job perfectly.
Since my allocation, it has continued to perform strongly, serving as a defensive hedge while other sectors faced volatility. Its stability and consistent performance have helped protect the portfolio during uncertain market periods.
✅ China’s rebound is strengthening our thesis.
Chinese equities have rallied in recent weeks amid renewed government stimulus expectations, fresh foreign investment access, and strong momentum in the tech sector. Notably, China recently opened its stock option market to foreign investors — a move that boosts liquidity and confidence.
Together, these two dynamics have helped protect our riskier positions while positioning the portfolio for long-term growth.
Thank you all
Tomás... Show More
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Sun Dec 14 2025 04:48:52 GMT+0000 (Coordinated Universal Time)
