Guillermo Eugenio Martinez Delgado @geniomtz: "Return YTD: 40.33% 📈 ..."

Mexico

Return YTD: 40.33% 📈 Return 24 months: 150% 💸 Return 2Y: 679.34% 💸 Return last 5 years: 457% 📈 Total trades 12m: 1327 💯 Profitable trades: 79.65% 🏆 Dear followers and investors, Altough August was a pretty weak month with only 2% return for our portfolio, September has proven a bit more positive with 5% MTD. The FED first cut of 2025 is widely expected this week; the Summary of Economic Projections and Powell’s tone will drive rates, dollar, and equity factor rotations (growth vs value, duration-sensitive tech/housing. We don't know how the markets will react, but a positive reaction is the most likely outcome, we'll be closly monitoring the market sentiment. In regards to our portfolio a few notes: Top performers: $HOOD (Robinhood Markets Inc.) $NVDA (NVIDIA Corporation) and $AXON (Axon Enterprise Inc) Bot performers: $MSTR (Strategy Inc) $USDSEK and $GAMB (Gamblingcom Group Limited) We also open and close a few succesfull quick swing trades, particularle made a good profit with ATRO and BITF. I also added a new position which I plan to grow in time, we already reach a 12% return in just a couple days and seems like a stock that will keep rising in the coming months, talking about $INOD. Innodata Inc. operates as a data engineering company in the United States, the United Kingdom, the Netherlands, Canada, and internationally. The company operates through three segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment engages in the provision of artificial intelligence (AI) data preparation services; collecting or creating training data; annotating training data; and training AI algorithms for its customers, as well as AI model deployment and integration services. They've had an amazin YoY revenue growth for the past 5 years, with nearly a 100% increase in 2024, this company seems to be on track to become one of the most profitables investements of our portfolio in the mid term. Lastly as I've stated before, August and September have been historically pretty slow months, if this year proves the same we are in for a very profitable last quarter of the year. As always I wish you all success with your investments.