Portfolio
Notice required by CNMV: This article is not intended to be an investment recommendation for any financial product, nor financial advice of any kind. I do not receive any remuneration of any kind, nor does the article present any conflict of interest. I hold a CISI International Certificate in Wealth & Investment Management recognized by the CNMV for advice/management in accordance with MiFID requirements. I do not hold any professional position in the financial sector. In this article, I set out my particular investment methodology, which I apply, as described, to my own capital.
This is my personal equity portfolio.
You can read the review and tracking articles and view the historical record.
| Portfolio, October 28, 2026. | ||||||
| STOCKS | GOOGL | Alphabet | 3.9 % | ||||||||||| | ||
| STOCKS | META | Meta Platforms | 4.6 % | ||||||||||||| | ||
| STOCKS | MSFT | Microsoft | 6.2 % | ||||||||||||||||| | ||
| STOCKS | V + MA | Visa + Mastercard | 5.2 % | ||||||||||||||| | ||
| STOCKS | MCO | Moodys | 4.6 % | ||||||||||||| | ||
| STOCKS | VRSN | VeriSign | 5.0 % | |||||||||||||| | ||
| STOCKS | WAB | Wabtec | 4.5 % | ||||||||||||| | ||
| STOCKS | BKNG | Booking | 4.7 % | ||||||||||||| | ||
| S&P500 | SPXS | Invesco S&P 500 UCITS ETF (IE00B3YCGJ38) | 16.7 % | |||||||||||||||||||||||||||||||||||||||||||||| | ||
| QUANTUM | IONQ | IonQ | 1.6 % | ||||| | ||
| QUANTUM | QNT | Quantinuum | 1.4 % | |||| | ||
| QUANTUM | INFQ | Infleqtion | 0.6 % | || | ||
| QUANTUM | QBTS | D-Wave Quantum | 0.4 % | || | ||
| QUANTUM | RGTI | Rigetti Computing | 0.5 % | || | ||
| GOLD | SGLD | Invesco Physical Gold ETC (IE00B579F325) | 11.7 % | ||||||||||||||||||||||||||||||||| | ||
| BTC | CBTC | 21Shares Bitcoin Core ETP (CH1199067674) | 1.9 % | |||||| | ||
| BTC | BTIC | Invesco Physical Bitcoin ETP (XS2376095068) | 4.5 % | ||||||||||||| | ||
| CASH | $ | USD | 21.8 % | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| | ||
| STOCKS | 38.6 % | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| | ||
| S&P500 | 16.7 % | ||||||||||||||||||||||||||||||||||| | ||
| QUANTUM | 4.7 % | |||||||||| | ||
| GOLD | 11.7 % | ||||||||||||||||||||||||| | ||
| BTC | 6.5 % | |||||||||||||| | ||
| CASH | 21.8 % | |||||||||||||||||||||||||||||||||||||||||||||| | ||
| Year | Return (USD) | Return (EUR) |
|---|---|---|
| 2026 ( August 25 - October 28 ) | -4.4 % | -0.4 % |
| Date | Activity |
|---|---|
| August 25, 2026 | Initial portfolio construction. Prices by the end of the day, August 25, 2026: Alphabet $346.96, Meta Platforms $570.05, Microsoft $491.71, Visa $384.14, Mastercard $599.37, Moodys $513.11, VeriSign $293.75, Wabtec $296.94, Booking $213.78, IonQ $42.05, Quantinuum $53.89, Infleqtion $13.83, D-Wave Quantum $19.35, Rigetti Computing $16.94, S&P 500 Total Return Index $17,198.59, BTC/USD $78,511.80, Gold spot $4,658.59/oz. |
| October 27, 2026 | Purchase of 1 additional Booking share for every 3 already held in the portfolio, at $150.00. |
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