Francisco Jose Ortiz
Francisco Jose Ortiz @FranciscoOrtiz13

Resultat
Alla

-3.06%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%
Diskussioner
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
3 d
$ADBE (Adobe Systems Inc) presenta resultados. Bate al mercado como viene haciendo todos los quarters desde hace años. El mercado igual la castiga y hoy baja fuerte. Y no solo a Adobe, también bajan todas las empresas de software. Y todas las que tienen alguna unidad de negocio cercana al software (aunque... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
5 d
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 May was a relatively quiet month for the portfolio, but not an easy one. While the S&P 500 continued climbing, driven once again by enthusiasm around artificial intelligence, our globally diversified strategy became a short-term headwind. Latin America... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
23 d
𝗪𝗶𝗹𝗹 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗕𝗲𝗰𝗼𝗺𝗲 𝗘𝘅𝗶𝘁 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗳𝗼𝗿 𝗠𝗲𝗴𝗮 𝗜𝗣𝗢𝘀? One of the most important stories in the market right now is not just that SpaceX, OpenAI and Anthropic may go public. The bigger story is what happens after they go public. According to the... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
30 d
📉 Market panic often creates the best long-term opportunities There is a common belief that markets are perfectly efficient and that major opportunities in large-cap stocks no longer exist. Bill Ackman made an interesting point yesterday, arguing the opposite. His view is that today’s market is... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
1 m
This last week was an important one for my LatAm-focused positions. After MercadoLibre reported earnings, both $MELI (MercadoLibre Inc) and $NU (Nu Holdings Ltd.) saw strong volatility, with the market reacting negatively to short-term margin pressure, higher investment, and uncertainty around future... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
1 m
$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... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
1 m
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... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
2 mån
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.... Visa mer Översätt
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
3 mån
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... Visa mer Översätt
De Cero a Inversor Global (en 14 días) - 2da edición
nas.io
14 days • Challenge by Francisco Ortiz
Francisco Jose Ortiz
Francisco Jose Ortiz
Georgien
3 mån
📊 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... Visa mer Översätt

Om Francisco Jose Ortiz
Georgien
Strategi: Multistrategi

Global long-term investing with risk control, low correlation & high-quality businesses.
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Liknande handlare

Nyligen handlad

SPGI
SPGI
Öppnad•11/06/26, 17:04
▴1.68%
V/F
SPGI
SPGI
Öppnad•11/06/26, 16:35
▴1.11%
V/F
KSPI
KSPI
Öppnad•09/06/26, 16:50
▴3.40%
V/F
ASML.NV
ASML.NV
Stängd•08/06/26, 13:15
▴139.13%
V/F
MA
MA
Öppnad•03/06/26, 17:00
▴3.89%
V/F