El inversor individual puede batir al mercado. Hazlo así.

📩 OB Weekly Letter: https://www.oportunidadesenbolsa.com/... Do you really need 30, 50, or 100 stocks to build a good portfolio? In this episode, Santi Puig and Pablo Sánchez discuss how to build a concentrated portfolio with the goal of beating the market in the long run. It's not about buying a few companies based on intuition. It's about thoroughly understanding each business, demanding a margin of safety, and having enough conviction to act when the market thinks otherwise. We talk about: • Concentration versus excessive diversification. • What a company must meet before being added to your portfolio. • When to increase a position that is falling. • How to distinguish volatility from real risk. • The role of patience, psychology, and conviction. • Why many investors abandon good theses at the worst possible time. Beating the market isn't just about finding extraordinary companies. It also requires enduring periods when your portfolio will look different, appear misguided, and underperform the indexes. This content is for educational purposes only and does not constitute personalized financial advice.