2. Composición y evolución de nuestra cartera

En este primer capítulo dedicado a nuestr cartera, te explicamos cómo tenemos estructurada la cartera a día de hoy. En ella comentamos nuestra posición en Adriatic Metals, en las acciones preferentes y acciones comunes de Fannie Mae y Freddie Mac, nuestra posición en acciones de uranio (mediante acciones comunes y opciones call), Rockrose Energy, en Sberbank, MMA, inversiones en oro, Synchrony Sinancial, nuestro short en los grandes bancos americanos el por qué aún tenemos bastante efectivo (que por el momento ha sido la decisión correcta), las principales noticias…

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