Roberto Chamorro gilaberte @robchamow: "💼 Good morning copiers and..."

Spain

💼 Good morning copiers and investors, Portfolio performance: 📅 Last 12 months → 🟢 +14.69% 📅 2026 so far → 🔴 -4.32% 📈 Annualized since inception → +25% With some of the best businesses in the world in the portfolio. As I mentioned weeks ago, we have lived through moments like this before. Complicated geopolitical situations, negative narratives, fear in the market. And yet… Fundamentals were not lying. Record revenues. Record profits. Valuations that were absurdly low for the quality we had in the portfolio. The narrative was going to shift. It was only a matter of time. 💼 And since February 23: $BKNG (Booking Holdings Inc) → +19% from the lows $ADBE (Adobe Systems Inc) → +14% from the lows $NFLX (Netflix, Inc.) → +30% from the lows $PYPL (PayPal Holdings) → +20% from the February 11 lows Valuation matters. Always. We continue to have exposure to companies that are building the infrastructure of AI. The market will eventually recognize it. Every long race has phases. This one is at a very positive point to keep compounding. I made several additional contributions this year when the potential upside was very attractive. Thanks to everyone who kept contributing more and trusting the process. Over the next 12 months, the portfolio will speak for itself. Roberto Chamorro · InvirtiendoME 📩 substack.com/@robertochamorrogilaberte?r=5b5str&utm_medium=ios&utm_source=profile&shareImageVariant=blur ⚠️ Past performance does not guarantee future results. This is not investment advice or financial advice. I collaborate with eToro as a Popular Investor #Ad. $BTC $GOLD $OIL $NSDQ100 $SPX500