| Year | Strat | MXX | Δ |
|---|---|---|---|
| 2026* | -0.6% | +2.2% | -2.8% |
| 2025 | +15.5% | +29.9% | -14.4% |
| 2024 | -10.3% | -13.4% | +3.1% |
| 2023* | +0.0% | +7.6% | -7.6% |
Mexican non-financials by fundamental value-creation (FVC). Equal weight.
| Period | Strategy | ^MXX | vs index |
|---|---|---|---|
| Day | +1.1% | +2.1% | -1.0% |
| Week | +2.0% | +2.1% | -0.1% |
| Month | -1.9% | -2.3% | +0.5% |
| # | Holding | Weight | Day | score |
|---|---|---|---|---|
| 1 | ALSEA fundamental value-creation +53%. | 10.0% | +1.2% | 53% |
| 2 | GMEXICOB fundamental value-creation +25%. | 10.0% | +6.2% | 25% |
| 3 | FEMSAUBD fundamental value-creation +14%. | 10.0% | +1.5% | 14% |
| 4 | BIMBOA fundamental value-creation +12%. | 10.0% | +2.2% | 12% |
| 5 | AMXB fundamental value-creation +4%. | 10.0% | +1.4% | 4% |
| 6 | KOFUBL fundamental value-creation +1%. | 10.0% | -1.2% | 1% |
| 7 | WALMEX fundamental value-creation -0%. | 10.0% | -2.2% | -0% |
| 8 | AC fundamental value-creation -1%. | 10.0% | +1.6% | -1% |
| 9 | ASURB fundamental value-creation -8%. | 10.0% | +0.8% | -8% |
| 10 | LIVEPOLC-1 fundamental value-creation -9%. | 10.0% | -0.2% | -9% |
| Rebalance | Signal | Holding | Price (MXN) | Weight | Result |
|---|---|---|---|---|---|
| 6 Aug 2026 | Buy | ALSEA fundamental value-creation +53%. | 41.80 | 10.0% | — |
| Sell | ORBIA Orbia Advance Corporation, S.A.B. de C.V. dropped out of the top ranking (entry score was 62%) | 24.02 | — | +5.7% | |
| 28 Jul 2026 | Buy | LIVEPOLC-1 El Puerto de Liverpool, S.A.B. de C.V. fundamental value-creation -10%. | 103.08 | 10.0% | — |
| Sell | GCARSOA1 Grupo Carso, S.A.B. de C.V. dropped out of the top ranking (entry score was -1%) | 152.00 | — | +9.6% | |
| 12 Jul 2026 | Buy | ORBIA Orbia Advance Corporation, S.A.B. de C.V. fundamental value-creation +66%. | 22.73 | 10.0% | — |
| Sell | LIVEPOLC-1 El Puerto de Liverpool, S.A.B. de C.V. dropped out of the top ranking (entry score was -11%) | 99.69 | — | -1.4% | |
| 19 Jun 2026 | Buy | BIMBOA Grupo Bimbo, S.A.B. de C.V. fundamental value-creation +16%. | 58.92 | 10.0% | — |
| Buy | WALMEX Walmart de México y Centroamérica, S.A.B. de C.V. fundamental value-creation -1%. | 50.96 | 10.0% | — | |
| 16 Jun 2026 | Sell | WALMEX Walmart de México y Centroamérica, S.A.B. de C.V. dropped out of the top ranking (entry score was -4%) | 52.22 | — | -0.9% |
| 15 Jun 2026 initial book | Buy | FEMSAUBD Fomento Economico Mexicano (FEMSA) fundamental value-creation +86%. | 214.48 | 11.1% | — |
| Buy | GMEXICOB Grupo Mexico (GMEXICOB) fundamental value-creation +30%. | 214.17 | 11.1% | — | |
| Buy | AC Arca Continental (AC) fundamental value-creation +9%. | 209.68 | 11.1% | — | |
| Buy | LIVEPOLC-1 El Puerto de Liverpool, S.A.B. de C.V. fundamental value-creation +7%. | 101.13 | 11.1% | — | |
| Buy | AMXB America Movil (AMX) fundamental value-creation +6%. | 23.15 | 11.1% | — | |
| Buy | WALMEX Walmart de México y Centroamérica, S.A.B. de C.V. fundamental value-creation -4%. | 52.69 | 11.1% | — | |
| Buy | KOFUBL Coca-Cola FEMSA, S.A.B. de C.V. fundamental value-creation -10%. | 183.10 | 11.1% | — | |
| Buy | GCARSOA1 Grupo Carso, S.A.B. de C.V. fundamental value-creation -21%. | 138.71 | 11.1% | — | |
| Buy | ASURB Grupo Aeroportuario del Sureste (ASUR) fundamental value-creation -50%. | 518.53 | 11.1% | — |
Prices are the frozen close on the signal date — the price at which the live paper-book starts (buy) or stops (sell) holding the position. Sell result is the price change from the position's own buy signal, dividends not included.