The broker Bull Market has revealed its recommended investment portfolio, highlighting several key points. It emphasizes the potential long-term benefit of the company Biox, linked to the agricultural sector, due to the survival of Rizobacter during times of economic crisis in Argentina.
Furthermore, it is mentioned that Fiplasto will accelerate its conversion to a forestry company, which is considered very positive in the long term due to agreements with companies like Pampa Holding. Regarding the rotation of the portfolio, HMY has been replaced by SH (ETF), maintaining a coverage profile of 10%.
As for the sectoral distribution of the portfolio recommended by Bull Market, 40% is allocated to the energy sector, 20% to industrial products and manufacturing, 10% to shorting the S&P 500, 10% to the agro-industrial sector, 10% to the financial sector, and 10% to infrastructure and transport.
Delphos Investment points out that an indicator closed down in six of the eight Fridays of 2025, suggesting that March could present a different scenario and that the current weakness could be exploited with the right positions.
The firm's report also highlights that energy sector stocks are the most attractive in Bull Market's portfolio. It is recommended to maintain positions in Fiplasto and Biox, despite negative balances. The Argentine market shows a start to the year without sufficient signals to revive the stock market, awaiting a new agreement between the Government and the International Monetary Fund (IMF).
In this context, Bull Market Brokers has revealed the most recommended instruments for investment in February, including options with precautionary hedges in sectors such as energy, industrial, and financial. The suggestion to short the S&P 500, the main index of the US economy, is emphasized among the investment decisions recommended by the broker.
