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9. Composición y evolución de nuestra Cartera - 3

EPISODE · Jul 24, 2020 · 29 MIN

9. Composición y evolución de nuestra Cartera - 3

from Buy the dip

En este capítulo, te explicamos cómo tenemos estructurada la cartera a día de hoy. En ella comentamos la evolución en nuestras posiciones posición en adriatic metals, y en las acciones preferentes y acciones comunes de Fannie Mae y Freddie Mac. Hacemos especial mención en la revalorización en nuestras acciones de oro, especialmente en West African Resources. También comentamos la incorporación de Huntington Ingalls Industries y los bonos de Chesapeake energy una posición muy especulativa y con muy poco peso en la cartera pero que en caso que el precio del petróleo recupere rápido podría multiplicar por 50x o por 100x. Droga dura.

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9. Composición y evolución de nuestra Cartera - 3

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