Jose Guerena
Mexico
1m
With just two months remaining in the year, we’re pleased to share that our current portfolio has achieved an accumulated gain of nearly 10% year-to-date, including an approximate 3.3% return in October. While these figures may not outshine the headline-grabbing performances of the major indexes, they represent solid, consistent returns grounded in a disciplined investment approach. Recently, the S&P 500, Nasdaq, and Dow Jones all reached new all-time highs, largely propelled by the exceptional performance of a handful of mega-cap stocks. This has created a notable divergence between market-cap weighted indexes and their equal-weighted counterparts, where smaller and mid-sized companies have underperformed. While this dynamic has led some to view the market as overvalued, we believe much of that perception stems from the stretched valuations of the largest names. Beyond the spotlight, we continue to find compelling opportunities in companies with more attractive fundamentals and long-term growth potential. As we approach the final stretch of 2025, we remain committed to our core principles of disciplined investing. The same methodology that has delivered strong results since we began this journey with eToro continues to guide our decisions, and we’re optimistic about what lies ahead.
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