Santiago, now age 35 has been trading since age 18. He has been in the financial industry for over 10 years. He started his portfolio management career at Morgan Stanley in 2013 where he pursued his passion for stocks. Santiago was born and raised in Key Biscayne, FL where his family has resided for over 30 years. Enjoys cars, traveling, fishing, and playing tennis. His passion and success with stocks has led him to form StockMafia and Lima.Trade.Club. to share the trader lifestyle and teach how to properly invest in stocks. Stay vesting!
Programs for All
Our goal is to teach three different investment strategies which when used in combination, can help you meet your needs. The majority of our updates and tutorials happen on our SubStack so be sure to subscribe. Our followers can choose to focus on learning Investing for Growth, Investing for Income Growth, Intraday/Swing trading or on all three. The goal is to help you fully grasp the investment strategy that is most aligned with your needs. For those looking only for Stock Alerts sent to their phone, we have our live alerts that go through SubStack to your phone and email. Our SubStack has more info on the free as well as paid programs. SubStack Programs
All of Our Stocks Share Similar Characteristics:
01
EXCELLENT GROWTH PROSPECTS
02
HIGH RETURNS ON EQUITY
03
STRONG LEADERSHIP TEAMS
04
ATTRACTIVE VALUATION
05
CONTINUED EARNINGS PER SHARE INCREASE
The stocks in our portfolios have been paired with one another to create what we believe to be the "best of the best" for that particular investment goal. Our tutorials will show you how to do this on your own at your own pace. You will get access to templates and all of the strategies that I use to make a living trading. Topics go from basic market terminology and resources to advanced technical and fundamental analysis. All of these tools are available to access on SubStack.
Overview
1
StockMafia analyzes results of our market scanner
We're looking amongst other things, for the highest traded stocks measured by Average Volume. A market cap of at least $10billion and that have a street rating of at least a hold. We guide you through setting up your own scanner with all of the criteria that we utilize (hands on program).
2
Our Models give us the Buy or Sell signal
We input the results of the top 100 companies into our models that identify which stocks have positive momentum and meet our required ROE/PE ratio threshold.
3
We create the portfolio
A portfolio can now be vested. You learn how to diversify the positions in your portfolio as well as entry and exit points for each position. SubStack shows specific position weightings based on the role each stock plays in the portfolio. Eventually you will learn to create your own allocations based on stocks available to invest in.
Your Capital
Recommended at least
$25k to start
Long
Core portfolio of 5-30 stocks. The same for all students seeking to learn the same investment objectives.
Short or Cash
0-20% of the S&P 500 or equivalent.
Rebalanced Monthly
Most of the models have high turnover
during volatile market environments
Personalized
Investing for Growth, Investing for Income Growth, Intraday/Swing or all of the above.
10 Stocks in our Portfolios
as of Q3 2023
We believe these companies to be high-quality investments meeting all of our rating requirements.
Mastercard
MA
Avg. Cost: $120.58
Last Price*: $388.68
Unrealized P&L: +222%
Brief: This has been an OG position. Recent EPS negative revision but continues to beat the market and is a hefty capital gain exposure if sold.
Financials
Zoetis
ZA
Avg. Cost: $62.77
Last Price*: $167.14
Unrealized P&L: +166%
Brief: This has been an OG position. Even with pharma taking a bit of a hit recently, this name has continued to deliver and has a steady projected EPS.
Healthcare
United Airlines
UAL
Avg. Cost: $53.53
Last Price*: $55.39
Unrealized P&L: +3.47%
Brief: This is a new position that got added to the portfolio to add some sector diversification and on the company having strong projected EPS Growth.
Industrials
Nvidia
NVDA
Avg. Cost: $101.48
Last Price*: $425.03
Unrealized P&L: +319%
Brief: Picked up NVDA at a nice bottom. Since the EPS projections looked good and this was a long term play. I wasn't afraid to load up at what I felt the bottom to be.
Technology
Tesla
TSLA
Avg. Cost: $300.98
Last Price*: $274.43
Unrealized P&L: -9%
Brief: Started this position at 1/4 of total allowed exposure on continuous EPS upward revisions. Added another 1/4 position on price weakness and EPS strength.
Consumer Discretionary
American Express
AXP
Avg. Cost: $184.83
Last Price*: $169.80
Unrealized P&L: -8%
Brief: Added this recently on EPS upgrades but received some Downward revisions in the last 7 days. Continues in our portfolio as other risk factors must be met before selling.
Financials
Kroger
KR
Avg. Cost: $32.86
Last Price*: $47.17
Unrealized P&L: +43%
Brief: Low key stock that continues to have consistent upward EPS revisions and performance to follow. ROE/PE is a bit high at 2.22 which could add some volatility to the portfolio. Control Vol. by limiting position size.
Consumer Staples
Wallmart
WMT
Avg. Cost: $134.26
Last Price*: $153.49
Unrealized P&L: +14%
Brief: Not the most exciting name but still delivering some exciting performance outpacing the SP500 this year nicely and helping reduce overall portfolio volatility with an ROE/PE of just 0.5.