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22.21%2026
2026
97.62%2025
2025
49.35%2024
2024
70.44%2023
2023
-18.31%2022
2022
75.89%2021
2021
136.96%2020
2020
-23.92%2019
2019
-34.38%2018
2018
137.0%0%-137.0%
Juan Quiroz Jimenez
Dear Ladies & Gents, So far this month, the portfolio is up approximately 1.8%. We were performing strongly, briefly reaching the 10% mark. However, developments surrounding $PYPL (PayPal Holdings) and Stripe put significant pressure on our largest position and, consequently, the overall portfolio. Regarding... Xem thêm Dịch
Juan Quiroz Jimenez
Dear Ladies & Gents, This month, the portfolio is up approximately 10%, a strong result that reflects the patience and discipline behind our long-term approach. I also closed our Intel $INTC (Intel) (Intel) position after holding it for several years. While it has been a long journey, I believe... Xem thêm Dịch
Juan Quiroz Jimenez
Dear Ladies & Gents, This month closed down 8%, a reminder that not every month can — or should — be a green one. Periods like these test conviction, and successful investing often comes down to staying disciplined when doubts are strongest. Our strategy remains unchanged, and we continue to focus... Xem thêm Dịch
Juan Quiroz Jimenez
Dear Ladies & Gents, April marked a strong recovery, showcasing resilience across the portfolio despite recent volatility. We closed the month up 12%, supported largely by the outstanding performance of $INTC (Intel) which delivered impressive momentum and reinforced confidence in our positioning. During... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, A brief update as we continue moving through one of the strangest market environments in recent memory. Somehow, President Trump has managed to reset all of my returns for the year, which is honestly impressive in its own way. We are basically back to square one — a free round-trip... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, A brief update as we continue to move forward. As many of you have noticed, I have built a significant position in $PYPL (PayPal Holdings) (PayPal Holdings), which now represents close to 30% of the portfolio. This decision is grounded in my core thesis that the company can continue... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, A short update on the portfolio as we move forward. Over the past weeks, I’ve made a few adjustments and repositioned some assets to further optimize the portfolio. We are currently holding 19 assets, all stocks, with a diversified but focused structure that continues to work well. I’ve... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, A quick update from my side as we move through November. The portfolio finished the month up roughly +1.1%, and so far this month has been fairly flat. Nothing concerning there — consolidation after a strong year is completely normal. I don’t have a rigid short-term target, other... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, A quick market update from my side. We’re currently moving through a healthy correction phase, but despite the short-term volatility, the portfolio is still having a stellar year — sitting at roughly +85%. So, no major concerns on my end. These pullbacks are part of the game and... Xem thêm Dịch
Juan Quiroz Jimenez
Ladies & Gents, Well… I was definitely not expecting this move from $BYND (Beyond Meat Inc.) To be completely honest, I’m not 100% sure how to handle it yet. What I do know is that if this momentum continues, things could get really wild. A mini $GME (GameStop Corp.) on the make ? For now, I’ve... Xem thêm Dịch

Giới thiệu Juan Quiroz Jimenez
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Chiến lược: Theo Sự kiện

My strategy is simple: Pick favorite assets, buy when people are selling, then wait.
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