Cartera de Valores
Mayo 2024

Alberto Sanz
Gestor de Carteras
Wall Street
Marzo Mercado Estado Resis/Sopor ______________________________Análisis______________________________ Alphabet Nasdaq Amazon NYSE AMD Nasdaq Broadcom NYSE CrowdStrike Nasdaq Data Dog Nasdaq Eli Lilly NYSE Fortinet Nasdaq Fortinet Nasdaq Intuitive Surgical NYSE Lam Research Nasdaq Meta Platforms (META) Nasdaq Microsoft Nasdaq Netflix Nasdaq Nvidia Nasdaq Oracle (ORCL) NYSE Palo Alto (PANW) Nasdaq Salesforce NYSE Super Micro Computer (SMCI) NYSE Taiwan Semiconductor (TSM) NYSE Zscaler (ZS) Nasdaq España y Europa
Cartera 2024Valor (Ticker) Mercado Estado Resis/Sopor __________________________Análisis____________________________ Air Liquide CAC 40 (Paris) ASML Holding (ASML) Amsterdam BBVA (BBVA) Ibex 35 Equinor Oslo Lonza (LONN) SIX (Suiza) Partnes Group SIX (Suiza) Roche (ROG) SIX (Suiza) Sika (SIKA) SIX (Suiza) Hermes (HRMS) CAC 40 (Paris) Inditex (ITX) Ibex 35 Novo Nordisq (NOVOb) Copenhague Repsol (REP) Ibex 35 Rheimetal (DAX) DAX (Frankfurt) Rolls-Royce (RR.) Londres Safran (SAF) CAC 40 (Paris) SAP (SAP) DAX (Frankfurt) UniCredit (CRDI) FTSE (Milan)