Empresa
Bank of America ($BAC)
Trump 2.0 (Weekly summary 15/03/2025)
There have been quite a few interesting events to analyze this week, and below I list the most noteworthy news.
Q424 Earnings review, part II
This delivery is the second installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
08 February 2025
The model portfolio's return is +4.57% YTD compared to +2.55% for the S&P500, and +70.67% versus +45.72% for the S&P500 since inception (September 2022).
Recap mensual 2025 – I
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18 January 2025
The model portfolio's return is +4.84% YTD compared to +2.01% for the S&P500, and +70.85% versus +45.48% for the S&P500 since inception (September 2022).
Weekly summary 28/12
Warpping up
28 December 2024
The model portfolio's return is +26.62% YTD compared to +23.26% for the S&P500, and +64.59% versus +44.59% for the S&P500 since inception (September 2022).
14 December 2024
The model portfolio's return is +34.63% YTD compared to +24.52% for the S&P500, and +72.63% versus +45.85% for the S&P500 since inception (September 2022).
TRUMP 2.0: El regreso de MAGA
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26 Octubre 2024
La rentabilidad de la cartera modelo es de +22.17% YTD vs +20.34% para el S&P500 y del +59.90% vs +41.71% para el S&P500 desde inicio (septiembre 2022).
PGM’s Empresas
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El juego del calamar de los tipos (Resumen semanal 11/05)
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