| Year | Strat | MXX | Δ |
|---|---|---|---|
| 2026 | +15.7% | +8.7% | +7.1% |
| 2025 | +7.1% | +29.9% | -22.8% |
| 2024 | -10.0% | -13.4% | +3.4% |
| 2023 | +0.0% | +7.6% | -7.6% |
Mexican non-financials by fundamental value-creation (FVC). Equal weight.
| Period | Strategy | ^MXX | vs index |
|---|---|---|---|
| Day | +0.6% | -0.0% | +0.6% |
| Week | +3.6% | +1.4% | +2.2% |
| Month | +13.6% | +8.7% | +4.8% |
| Holding | Weight | Day | score |
|---|---|---|---|
| AC fundamental value-creation +91%. | 12.5% | -1.5% | 91% |
| AMXB fundamental value-creation +78%. | 12.5% | -1.5% | 78% |
| GMEXICOB fundamental value-creation +55%. | 12.5% | -1.2% | 55% |
| LIVEPOLC-1 fundamental value-creation +13%. | 12.5% | -0.4% | 13% |
| GCARSOA1 fundamental value-creation +3%. | 12.5% | -0.1% | 3% |
| BIMBOA fundamental value-creation -76%. | 12.5% | +4.8% | -76% |
| ALSEA fundamental value-creation -82%. | 12.5% | +0.9% | -82% |
| LABB fundamental value-creation -150%. | 12.5% | +3.9% | -150% |
| Rebalance | Signal | Holding | Price (MXN) | Weight | Result |
|---|---|---|---|---|---|
| 30 Sep 2026 | Buy | LABB Genomma Lab Internacional (LAB) fundamental value-creation -150%. | 12.51 | 12.5% | — |
| 18 Sep 2026 | Buy | GCARSOA1 Grupo Carso, S.A.B. de C.V. fundamental value-creation +3%. | 129.95 | 14.3% | — |
| Sell | KOFUBL Coca-Cola FEMSA, S.A.B. de C.V. dropped out of the top ranking (entry score was 250%) | 188.25 | — | +3.8% | |
| Sell | LABB Genomma Lab Internacional (LAB) dropped out of the top ranking (entry score was 250%) | 12.17 | — | -5.3% | |
| Sell | FEMSAUBD Fomento Economico Mexicano (FEMSA) dropped out of the top ranking (entry score was 14%) | 200.19 | — | -5.3% | |
| Sell | WALMEX Walmart de México y Centroamérica, S.A.B. de C.V. dropped out of the top ranking (entry score was -0%) | 46.32 | — | -9.1% | |
| 10 Sep 2026 | Buy | LIVEPOLC-1 El Puerto de Liverpool, S.A.B. de C.V. fundamental value-creation -8%. | 99.66 | 10.0% | — |
| Sell | GCARSOA1 Grupo Carso, S.A.B. de C.V. dropped out of the top ranking (entry score was -3%) | 134.42 | — | -5.6% | |
| 3 Sep 2026 | Buy | LABB Genomma Lab Internacional (LAB) fundamental value-creation +250%. | 12.85 | 10.0% | — |
| Buy | GCARSOA1 Grupo Carso, S.A.B. de C.V. fundamental value-creation -3%. | 142.40 | 10.0% | — | |
| Sell | ASURB Grupo Aeroportuario del Sureste (ASUR) dropped out of the top ranking (entry score was -8%) | 434.29 | — | -16.2% | |
| Sell | LIVEPOLC-1 El Puerto de Liverpool, S.A.B. de C.V. dropped out of the top ranking (entry score was -9%) | 100.62 | — | -1.3% | |
| 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%. | 101.91 | 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%) | 98.56 | — | -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%. | 211.39 | 11.1% | — |
| Buy | GMEXICOB Grupo Mexico (GMEXICOB) fundamental value-creation +30%. | 212.34 | 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%. | 99.98 | 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%. | 181.36 | 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.