Investments Portfolio 7-7-26

 **Investment Portfolio 7-7-26**  

**July 07, 2026**


The Nasdaq fell two points and the Dow Jones half a point. Today in my investment portfolio I hold **Repsol**. I see clearly that oil is going up because of the war in the Middle East, which is a great business. That's how it is, even if it later costs you double to fill up your car’s tank. At least if you invest in Repsol, you’ll make a killing. Everything else is fine, no need to make a drama out of it (it was expected).


Today in my investment portfolio I also hold a bank headquartered in Toronto, Canada... Why? I don’t know, it just came to me (intuition).


**Science Applications** (headquartered in Virginia, United States), a technology company that works for the government — it’s going to crush it.


**Aplicaciones y Tratamientos de Sistemas**, a company headquartered in Madrid that’s going to crush it. It’s highlighted in my investment portfolio. I’m still giving cryptos a chance.


I have just added **Iberdrola** to my investment portfolio. In Spain, they’re not going to allow us to be left in the dark again. There’s going to be a lot of capital in that company to prevent it.









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