Carlos Figueroa Vaca @cfigueroa1982: "ᴘᴏʀᴛꜰᴏʟɪᴏ ᴜᴘᴅᴀᴛᴇ: ᴊᴜʟʏ 𝟤𝟢𝟤𝟨 My portfolio..."

Ecuador

ᴘᴏʀᴛꜰᴏʟɪᴏ ᴜᴘᴅᴀᴛᴇ: ᴊᴜʟʏ 𝟤𝟢𝟤𝟨 My portfolio remains focused on high-quality businesses that are overlooked. While I have seen positive results this year, please remember past performance does not guarantee future results. Invest according to your own risk appetite. While the holdings span a wide range of industries, they share a common characteristic: many trade at valuations that appear disconnected from their earnings power, creating opportunities for multiple expansion as business fundamentals improve. It is intentionally diversified across financial services, technology, healthcare, industrials, energy, materials, consumer discretionary, communications, and real estate. Companies such as $OPFI (Oppfi Inc) , $RELY (Remitly Global Inc) , $DAVE (Dave Inc.) , $TREE.US (LendingTree Inc) , $BILL (BILL Holdings Inc) , and $FLYW (Flywire Corporation) provide exposure to the ongoing digital transformation of financial services. Technology holdings including $MPWR (Monolithic Power Systems Inc) , $FORM (Formfactor Inc) , $VICR (Vicor Corporation) , $TER (Teradyne Inc) , $CIEN (Ciena Corp) , $WK (Workiva Inc.) , $NCNO (nCino Inc.) , $TOST (Toast Inc.) , and $BAND.US (Bandwidth Inc.) represent businesses that benefit from secular trends such as artificial intelligence, cloud computing, semiconductor investment, automation, and enterprise software modernization. Healthcare exposure comes through $ALHC (Alignment Healthcare Inc) and $GMED (Globus Medical Inc) , two companies positioned to benefit from demographic trends and increasing demand for healthcare services and medical technology. Consumer oriented businesses such as $DDS (Dillards Inc) , $FIVE (Five Below Inc) , $CRI (Carter's) , $VSXY (Victoria's Secret & Co.) , $MCFT (MasterCraft Boat Holdings Inc) , $CMPR (Cimpress Plc) , and $SLQT (Selectquote Inc) offer a mix of value and recovery opportunities, where operational improvements or shifts in consumer demand could lead to meaningful upside. A meaningful portion of the portfolio is allocated to cyclical industries, particularly energy, commodities, and industrial businesses. $APA (APA Corporation) , $AR.US (Antero Resources Corp) , $CRGY (Crescent Energy Company) , $LBRT (Liberty Energy Inc) , $WFRD (Weatherford International plc) , $PARR (Par Pacific Holdings Inc) , $TNK (Teekay Tankers Ltd) , $DOW (Dow Inc.) , $LYB (LyondellBasell Industries NV) , $GPRE (Green Plains Inc) , $ALB (Albemarle Corporation) , $DRD (DRDGOLD Limited) , and $IDR.US (Idaho Strategic Resources Inc) provide exposure to global commodity cycles, energy security, precious metals, and critical minerals. These businesses can benefit from periods of inflation, supply constraints, or increased capital investment while also providing diversification away from purely technology driven returns. This portfolio also contains several companies with durable competitive positions and resilient cash generation, including $CBOE (Cboe Global Markets Inc.) , $NXST (Nexstar Media Group Inc) , $FOXA (Fox Corp) , $STRA (Strategic Education Inc) , $HCI (Hci Group Inc) , and $WLDN (Willdan Group Inc) . These businesses operate in industries with meaningful barriers to entry, recurring revenue streams, or specialized expertise that can support shareholder value creation even during more challenging economic environments. This is a portfolio that emphasizes diversification without becoming index-like. It combines secular growth companies, cyclical value opportunities, asset heavy businesses, and cash generative franchises in an effort to produce attractive risk adjusted returns across different market environments. Rather than relying on a single macroeconomic outcome or investment theme, my strategy seeks to benefit from multiple independent drivers of value creation, while maintaining a strong preference for companies where market expectations appear lower than their potential. -Carlos $SPX500 $NSDQ100 $DJ30

Not investment advice. The author may have financial interests in the mentioned instruments.