Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo @JAGOPER

表现
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-0.90%2026
2026
24.78%2025
2025
19.39%2024
2024
43.08%2023
2023
-34.63%2022
2022
31.01%2021
2021
38.38%2020
2020
43.1%0%-43.1%
Alfonso Fernandez Pajuelo
Hi, I'm sending a portfolio update for May. During May, SPY advanced approximately +6.3%, closing at all-time highs. My portfolio returned +1% for the month, a gap that is largely explained by portfolio composition rather than execution. The May rally was largely a semiconductor story. The PHLX... 显示更多 翻译
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ADBE
Adobe Systems Inc
243.50
-1.49 (-0.61%)
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
已关闭 $GOOG 买出头寸
秘鲁
Acabo de cerrar la operación con una Ganancia del 140.30% 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
GOOG
Alphabet
140.32%
交易历史
Alfonso Fernandez Pajuelo
Hi, I’m sending a portfolio update. During April, the market rebounded strongly after the March correction. As of April 29, my portfolio is up +7.8%, returning to positive territory YTD. This recovery has been driven by improved sentiment around interest rates, reduced macro uncertainty, and solid earnings... 显示更多 翻译
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
已关闭 $EWZ 买出头寸
秘鲁
Acabo de cerrar la operación con una Ganancia del 67.89% 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
EWZ
Brazil Index MSCI Ishares
67.89%
交易历史
Alfonso Fernandez Pajuelo
Hi, I´m sending an update. During March, the SPY extended its correction, declining -7.5% for the month, bringing performance to approximately -6.8% YTD and around -10% from recent highs, in a context of higher-for-longer rates, multiple compression, and profit-taking following the late-2025 rally. In... 显示更多 翻译
Alfonso Fernandez Pajuelo
Hi, I'm sending an update on my portfolio. In February, I continued accumulating Microsoft ($MSFT) and buying Netflix ($NFLX) on pullbacks, using volatility to build both positions progressively rather than chasing short-term moves. Microsoft ($MSFT): Microsoft traded lower during February, closing... 显示更多 翻译
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
已关闭 $CSCO 买出头寸
秘鲁
Acabo de cerrar la operación con una Ganancia del 71.94% 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
CSCO
Cisco Systems Inc
71.94%
交易历史
Alfonso Fernandez Pajuelo
Over the past three sessions, SPY has pulled back amid macro uncertainty and profit-taking, as markets reassess positioning after a strong rally. Political noise around future Fed leadership, mixed earnings reactions and renewed rate sensitivity have driven a short-term risk-off move, weighing on major... 显示更多 翻译
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
已关闭 $EWZ 买出头寸
秘鲁
Acabo de cerrar la operación con una Ganancia del 50.85% 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
EWZ
Brazil Index MSCI Ishares
50.85%
交易历史
Alfonso Fernandez Pajuelo
Alfonso Fernandez Pajuelo
已关闭 $ASML 买出头寸
秘鲁
Acabo de cerrar la operación con una Ganancia del 93.17% 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
ASML
ASML Holding NV
93.17%
交易历史

关于 Alfonso Fernandez Pajuelo
秘鲁
策略: 价值策略

Cartera diversificada a nivel región y sectores, combinando análisis Top down y Bottom up.
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