FernandoPM

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FernandoPM

FernandoPM

@FernandoPM

Trader con 26+ Años de Experiencia. Ayudo a Personas que Buscan Opciones Conservadoras de Inversión que Generen Mayores Rendimientos sin Arriesgar su Patrimonio

Monterrey, N.L. Katılım Ocak 2009
277 Takip Edilen3K Takipçiler
Jeff Darlington
Jeff Darlington@JeffDarlington·
Miami Hurricanes legend and Titans WR @XavierRestrepo1 showing up to my son’s flag football practice — and teaching him how to get a DB to bite on a route — was a pretty awesome surprise. Their team name, appropriately for the moment, is the Titans. Very cool move by a local guy!
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FernandoPM
FernandoPM@FernandoPM·
@WealthCoachMak What are the risks or downsides when underlying goes sideways or down for a couple of weeks/months?
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Coach Mak | Know Your Money
Coach Mak | Know Your Money@WealthCoachMak·
If I had $75,000 and I wanted to keep my trading strategy really simple with not much time and effort? I would pick 1 HIGH quality stock $AMZN This would generate a 21% annual return plus potential capital gains Here would be my system:
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FernandoPM
FernandoPM@FernandoPM·
@InvestingVisual Is MWRR the same as ACB (average capital base)? Or are they different?
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Investing visuals
Investing visuals@InvestingVisual·
Is my portfolio up 33%, 42%, 44%… or 57%? It depends. Why there is more to portfolio performance then meets the eye: • Money-weighted rate of return (MWRR) • Absolute return • Exchange rates • Other factors Let’s break it down using my own portfolio as an example 👇 1 – What is MWRR? It measures how your portfolio actually performed based on when you added or withdrew money. In other words, it factors in the timing of your investments. It includes: • How much money you invested • When you invested it • When you withdrew money If you’re tracking your portfolio, MWRR gives a more realistic picture of how you did, rather than just how the market or a stock performed. In my case, the YTD performance of my portfolio based on MWRR is +32.84%. Now let’s check absolute returns. 2 – What are absolute returns? They show how much your portfolio has grown or shrunk in total, without factoring in time or benchmarks. • Simple: just the total % gain or loss • Ignores time: 1 month or 10 years doesn’t matter • Great for seeing profit/loss in a straightforward way. Based on absolute returns, my portfolio performance is +42.30%. 3 – Exchange rates An exchange rate tells you how much one currency is worth in another. This matters a lot if you invest in stocks that trade in a foreign currency. If your local currency weakens vs. foreign → returns increase. If your local currency strengthens vs. foreign → returns decrease. My portfolio is Euro-based, but the majority of my holdings are in USD. Because the dollar weakened vs. the euro this year, it had a significant negative effect: 🔻 –11.73% based on MWRR 🔻 –14.58% in absolute returns 4 – Other factors Dividends, transaction costs, and broker fees also impact results. There’s more to performance than meets the eye, right? Conclusion Always be critical when presented with performance updates. Personally, I prefer MWRR since it reflects the most realistic view. So, for my portfolio: • +33% factors in timing (+44% excluding FX) • +42% is simple gain/loss (+57% excluding FX) Thanks for reading, I hope you found this helpful! Cheers 🙏
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FernandoPM
FernandoPM@FernandoPM·
@InvestingVisual “Knowledge compounds over time”, what a great and true quote! 👍
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Investing visuals
Investing visuals@InvestingVisual·
3 investment mistakes that cost me a lot of money, involving: · $UPST · $BABA · $TSLA I figured it’s time to share more about my personal investment journey. So let’s start with my biggest mistakes. Let’s dive in!🧵👇
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Josh (Your CFO Guy)
Josh (Your CFO Guy)@YourCFOGuy·
My clients pay me thousands to design cash flow dashboards for them I just created the most POWERFUL cash flow dashboard I've ever built... and because today is Christmas, for the next 48 hours, you can grab it FREE (instead of $97). Here's why this is so powerful: 🎯 Instantly see your cash position with stunning visualizations 🎯 Track every dollar movement with automated waterfall charts 🎯 Spot trends before they become problems 🎯 Make cash forecasting actually enjoyable (yes, really!) The magic happens in two key views: Rolling cash balance tracker Dynamic cash movement breakdown No more: ❌ Digging through statements ❌ Manual cash tracking ❌ Confusing stakeholder updates ❌ Surprise cash crunches Just beautiful, instant insights that update automatically. Want to transform your cash flow reporting? 1. Like this post 2. Comment with "send" below 3. Get immediate access (Must follow, otherwise I can't DM)
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FernandoPM
FernandoPM@FernandoPM·
En Doble Dígito te ofrecemos una alternativa de inversión conservadora con una atractiva tasa de interés en donde tu capital está protegido al menos 2 veces a 1 con una garantía real. Mándame mensaje y no dejes pasar esta oportunidad. Empieza a invertir hoy!
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FernandoPM
FernandoPM@FernandoPM·
El $SPX está haciendo el día de hoy nuevos máximos. Esto con una guerra en medio oriente, posibles afectaciones por un huracán y ante la incertidumbre de una elección sumamente cerrada en EEUU. Enfoquémonos en lo que nos dice el precio y eliminemos el ruido externo. #tradeprice
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FernandoPM
FernandoPM@FernandoPM·
En Doble Digito evaluamos y calificamos a nuestros socios comerciales para que tus inversiones estén protegidas con una garantía real. Escríbeme si quieres conocer más de esta alternativa de inversión.
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FernandoPM
FernandoPM@FernandoPM·
Cuando les ofrezcan una alternativa de inversión, hagan estas 3 preguntas: 1. ¿En qué se va a invertir mi dinero? 2. ¿Cuáles son mis garantías? 3. ¿Cómo es el marco legal que amarra todo? Si entienden esto y se sienten a gusto con el riesgo, se van a evitar muchos problemas.
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FernandoPM
FernandoPM@FernandoPM·
Update: buen rompimiento!
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FernandoPM
FernandoPM@FernandoPM·
Interesante formación de "banderín" en $QCOM. Mantenemos posición larga.
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FernandoPM
FernandoPM@FernandoPM·
Y las que tengo en el radar como posibles compras son: $V, $MA, $AMZN, $NFLX, $META, $AMD, $JPM, $GS, $MPC, $ALGN y $CMG
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