Francisco Jose Ortiz
Francisco Jose Ortiz @FranciscoOrtiz13

Performanță
Toate

0.27%2026
2026
26.88%2025
2025
20.71%2024
2024
44.61%2023
2023
-40.49%2022
2022
19.25%2021
2021
73.54%2020
2020
32.62%2019
2019
-49.59%2018
2018
222.65%2017
2017
222.7%0%-222.7%
Discuții
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
1z
$MELI (MercadoLibre Inc) presentó resultados espectaculares… y la acción se desploma. Bienvenidos al mercado 🤑 Porque invertir no es solamente mirar si una empresa crece o no. También importa cuánto crece, cuánto cuesta ese crecimiento y, sobre todo, qué esperaba el mercado antes de los resultados. Y... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
7z
US vs China: Two systems, two models, and a structural gap investors may be underestimating Last month was a strong one for the portfolio. We recovered what we had lost in the previous two months, although not as fast as more US-concentrated portfolios. That is the natural consequence of being globally... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
23z
A few weeks ago, fear was everywhere. Today, the S&P 500 is back at all-time highs. That is how markets work. They don’t wait for perfect clarity. They move when uncertainty starts to fall. And that is exactly what we have seen in the last two weeks. The Middle East conflict has not been solved.... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
2lun.
La mayoría de la gente en eToro está en uno de estos 2 grupos: - Nunca invirtió y no sabe por dónde empezar - Invierte… pero en el fondo sabe que está improvisando Y eso no es un problema de inteligencia. Es un problema de falta de estructura. En 𝟮 𝗱𝗶́𝗮𝘀 empieza una nueva edición de “𝗗𝗲 𝗖𝗲𝗿𝗼... Arată alte Traducere
De Cero a Inversor Global (en 14 días) - 2da edición
nas.io
14 days • Challenge by Francisco Ortiz
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
2lun.
📊 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗥𝗲𝘃𝗶𝗲𝘄 February: -6.19% YTD: -3.37% Yes, we're underperforming $VT.US (Vanguard Total World Stock ETF) It was a tough month. Let’s explain why. 🔻 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝗲𝗱 If you look at the top holdings individually, you would think the... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
3lun.
𝗥𝗲𝗱 𝗲𝘃𝗲𝗿𝘆𝘄𝗵𝗲𝗿𝗲? Welcome to the “price vs. value” part of investing. This week hasn’t been pretty, and it’s not just the US. China is down too (which matters for us because we have exposure there as well). What’s driving much of this move is 𝗳𝗲𝗮𝗿 𝗮𝗿𝗼𝘂𝗻𝗱 𝗔𝗜 𝗖𝗮𝗽𝗘𝘅: Big Tech... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
3lun.
𝗥𝗲𝗱 𝘄𝗲𝗲𝗸𝘀 𝗮𝗿𝗲 𝘂𝗻𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲. 𝗕𝘂𝘁 𝘁𝗵𝗲𝘆’𝗿𝗲 𝗮𝗹𝘀𝗼 𝗻𝗼𝗿𝗺𝗮𝗹. The first week of February was tough. Earnings volatility, uncertainty, panic selling. Not just stocks. Commodities and crypto also moved lower. This is exactly why it’s important to remember something... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
3lun.
No European car brand would exist if it weren't for tariffs and the fact that the average European consumer is old and conservative. They have no chance against Chinese cars. Yesterday it was $volcarb.st Today it's $STLAM.MI (Stellantis NV) $VOW3.DE (Volkswagen AG) $RNO.PA (Renault ) I'm... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
3lun.
Estos últimos días no fueron fáciles. Todo está rojo: acciones, commodities, cripto. La volatilidad volvió con fuerza, sobre todo con la temporada de resultados: algunas empresas suben, pero la mayoría cae fuerte. Yo sigo en verde en el año, pero eso hoy es casi anecdótico. Lo importante es entender... Arată alte Traducere
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgia
3lun.
𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲 - 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗥𝗲𝘃𝗶𝗲𝘄 (𝗲𝗧𝗼𝗿𝗼) What I bought, what I sold, and how the month played out 💰 January was a 𝘀𝗼𝗹𝗶𝗱 𝗯𝘂𝘁 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗲 𝗺𝗼𝗻𝘁𝗵 for equities. It started strong, sold off in the middle, looked like it was recovering, and... Arată alte Traducere

Despre Francisco Jose Ortiz
Georgia
Strategia: Strategie multiplă

Global long-term investing with risk control, low correlation & high-quality businesses.
Afișează biografia completă Traducere
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