Acceder

S.I.G.O. Bestinver

187 respuestas
S.I.G.O. Bestinver
11 suscriptores
S.I.G.O. Bestinver
Página
4 / 24
#25

Re: S.I.G.O. Bestinver

Muchas gracias por la informacion. Tambien a Buso

#26

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 235136€ = RentaVariable + Liquidez
RentaVariable = 171024€
Liquidez = 64112€  [incluye Dividendos=276€]
   
RENTABILIDAD(Reta) = 5136€ = 2,2%  a  07-03-2014
VOLATILIDAD.anual(Vola) = 5,1%
Correlacion =  54.8%
Rotacion.Cartera(Rot) = 5310€ = 2,3%
_______________________________________________
TEF   =  1120 x   11,30   =  12656 €
IBE   =  2813 x    4,82   =  13561 €
REP   =   657 x   18,13   =  11908 €
FER   =   841 x   15,62   =  13136 €
TRE   =   279 x   38,59   =  10765 €
GAS   =   591 x   19,28   =  11392 €
ACX   =   900 x   10,82   =   9738 €
MTS   =   705 x   11,11   =   7829 €
CAF   =    25 x  376,90   =   9422 €
IDR   =   731 x   13,87   =  10135 €
PSG   =  1662 x    4,24   =   7047 €
ALM   =   678 x   12,35   =   8373 €
IBG   =   537 x   14,94   =   8023 €
MCM   =   265 x   30,00   =   7950 €
ALB   =   194 x   43,31   =   8402 €
ROVI  =   689 x   10,00   =   6890 €
ANA   =   122 x   57,44   =   7008 €
MEL   =   710 x    9,56   =   6788 €
_______________________________________________________
           Operativa  Programada
IDR   =   144 x   14,89   =   2144 €    =   VENTA
   
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#27

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 232360€ = RentaVariable + Liquidez
RentaVariable = 168248€
Liquidez = 64112€  [incluye Dividendos=276€]
   
RENTABILIDAD(Reta) = 2360€ = 1,0%  a  14-03-2014
VOLATILIDAD.anual(Vola) = 5,1%
Correlacion =  54.5%
Rotacion.Cartera(Rot) = 5310€ = 2,3%
_______________________________________________
TEF   =  1120 x   10,95   =  12258 €
IBE   =  2813 x    4,82   =  13547 €
REP   =   657 x   17,39   =  11422 €
FER   =   841 x   14,82   =  12464 €
TRE   =   279 x   38,02   =  10608 €
GAS   =   591 x   18,98   =  11214 €
ACX   =   900 x   11,01   =   9909 €
MTS   =   705 x   10,72   =   7558 €
CAF   =    25 x  380,10   =   9503 €
IDR   =   731 x   13,59   =   9934 €
PSG   =  1662 x    4,26   =   7080 €
ALM   =   678 x   12,39   =   8400 €
IBG   =   537 x   14,78   =   7937 €
MCM   =   265 x   29,76   =   7886 €
ALB   =   194 x   43,00   =   8342 €
ROVI  =   689 x    9,50   =   6546 €
ANA   =   122 x   56,87   =   6938 €
MEL   =   710 x    9,44   =   6702 €
_______________________________________________________
           Operativa  Programada
IDR   =   144 x   14,89   =   2144 €    =   VENTA
   
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#28

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 236473€ = RentaVariable + Liquidez
RentaVariable = 172280€
Liquidez = 64193€  [incluye Dividendos=357€]
   
RENTABILIDAD(Reta) = 6473€ = 2,8%  a  21-03-2014
VOLATILIDAD.anual(Vola) = 5,1%
Correlacion =  54.5%
Rotacion.Cartera(Rot) = 5310€ = 2,3%
_______________________________________________
TEF   =  1120 x   11,16   =  12499 €
IBE   =  2813 x    4,92   =  13840 €
REP   =   657 x   18,01   =  11829 €
FER   =   841 x   15,15   =  12741 €
TRE   =   279 x   38,81   =  10827 €
GAS   =   591 x   19,69   =  11634 €
ACX   =   900 x   11,42   =  10273 €
MTS   =   705 x   11,40   =   8033 €
CAF   =    25 x  375,00   =   9375 €
IDR   =   731 x   14,17   =  10355 €
PSG   =  1662 x    4,30   =   7147 €
ALM   =   678 x   12,47   =   8455 €
IBG   =   537 x   14,80   =   7948 €
MCM   =   265 x   30,02   =   7955 €
ALB   =   194 x   44,20   =   8575 €
ROVI  =   689 x    9,77   =   6732 €
ANA   =   122 x   59,75   =   7290 €
MEL   =   710 x    9,54   =   6773 €
_______________________________________________________
           Operativa  Programada
IDR   =   144 x   14,89   =   2144 €    =   VENTA
   
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#29

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 240686€ = RentaVariable + Liquidez
RentaVariable = 176493€
Liquidez = 64193€  [incluye Dividendos=357€]
   
RENTABILIDAD(Reta) = 10686€ = 4,6%  a  28-03-2014
VOLATILIDAD.anual(Vola) = 5,2%
Correlacion =  55%
Rotacion.Cartera(Rot) = 5310€ = 2,3%
_______________________________________________
TEF   =  1120 x   11,47   =  12846 €
IBE   =  2813 x    5,10   =  14332 €
REP   =   657 x   18,61   =  12223 €
FER   =   841 x   15,68   =  13183 €
TRE   =   279 x   40,80   =  11382 €
GAS   =   591 x   20,45   =  12083 €
ACX   =   900 x   11,78   =  10602 €
MTS   =   705 x   11,56   =   8146 €
CAF   =    25 x  370,70   =   9268 €
IDR   =   731 x   14,49   =  10589 €
PSG   =  1662 x    4,73   =   7861 €
ALM   =   678 x   12,51   =   8482 €
IBG   =   537 x   14,60   =   7840 €
MCM   =   265 x   31,00   =   8215 €
ALB   =   194 x   43,80   =   8497 €
ROVI  =   689 x    9,75   =   6718 €
ANA   =   122 x   62,48   =   7623 €
MEL   =   710 x    9,30   =   6603 €
_______________________________________________________
           Operativa  Programada
IDR   =   144 x   14,89   =   2144 €    =   VENTA
   
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#30

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 241683€ = RentaVariable + Liquidez
RentaVariable = 175346€
Liquidez = 66337€  [incluye Dividendos=357€]
   
RENTABILIDAD(Reta) = 11683€ = 5,1%  a  04-04-2014
VOLATILIDAD.anual(Vola) = 5,1%
Correlacion =  55.1%
Rotacion.Cartera(Rot) = 7454€ = 3,2%
_______________________________________________
TEF   =  1120 x   11,67   =  13070 €
IBE   =  2813 x    5,09   =  14329 €
REP   =   657 x   18,93   =  12434 €
FER   =   841 x   16,05   =  13498 €
TRE   =   279 x   41,20   =  11495 €
GAS   =   591 x   20,31   =  12003 €
ACX   =   900 x   12,08   =  10872 €
MTS   =   705 x   11,91   =   8397 €
CAF   =    25 x  375,00   =   9375 €
IDR   =   587 x   14,72   =   8641 €
PSG   =  1662 x    4,67   =   7762 €
ALM   =   678 x   11,96   =   8109 €
IBG   =   537 x   14,04   =   7539 €
MCM   =   265 x   30,89   =   8186 €
ALB   =   194 x   43,86   =   8509 €
ROVI  =   689 x    9,86   =   6794 €
ANA   =   122 x   60,90   =   7430 €
MEL   =   710 x    9,73   =   6905 €
_______________________________________________________
           Operativa  Programada
      NO hay compra-ventas a la vista
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#31

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 236920€ = RentaVariable + Liquidez
RentaVariable = 170583€
Liquidez = 66337€  [incluye Dividendos=357€]
   
RENTABILIDAD(Reta) = 6920€ = 3,0%  a  11-04-2014
VOLATILIDAD.anual(Vola) = 5,0%
Correlacion =  55.1%
Rotacion.Cartera(Rot) = 7454€ = 3,2%
_______________________________________________
TEF   =  1120 x   11,48   =  12858 €
IBE   =  2813 x    4,79   =  13474 €
REP   =   657 x   18,53   =  12174 €
FER   =   841 x   15,39   =  12939 €
TRE   =   279 x   40,91   =  11414 €
GAS   =   591 x   19,85   =  11731 €
ACX   =   900 x   11,85   =  10661 €
MTS   =   705 x   11,82   =   8330 €
CAF   =    25 x  369,85   =   9246 €
IDR   =   587 x   13,58   =   7969 €
PSG   =  1662 x    4,60   =   7645 €
ALM   =   678 x   11,12   =   7539 €
IBG   =   537 x   14,10   =   7572 €
MCM   =   265 x   30,30   =   8029 €
ALB   =   194 x   44,60   =   8652 €
ROVI  =   689 x    9,64   =   6642 €
ANA   =   122 x   59,17   =   7219 €
MEL   =   710 x    9,14   =   6489 €
_______________________________________________________
           Operativa  Programada
      NO hay compra-ventas a la vista
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.

#32

Re: S.I.G.O. Bestinver

         CARTERA OPTIMIZADA 2014

Patrimonio.Inicial(€o) = 230000€
Patrimonio.Actual = 238360€ = RentaVariable + Liquidez
RentaVariable = 171941€
Liquidez = 66419€  [incluye Dividendos=439€]
   
RENTABILIDAD(Reta) = 8360€ = 3,6%  a  17-04-2014
VOLATILIDAD.anual(Vola) = 5,0%
Correlacion =  55.1%
Rotacion.Cartera(Rot) = 7454€ = 3,2%
_______________________________________________
TEF   =  1120 x   11,80   =  13216 €
IBE   =  2813 x    4,85   =  13635 €
REP   =   657 x   18,79   =  12345 €
FER   =   841 x   15,68   =  13183 €
TRE   =   279 x   41,14   =  11478 €
GAS   =   591 x   20,32   =  12006 €
ACX   =   900 x   12,35   =  11111 €
MTS   =   705 x   11,70   =   8248 €
CAF   =    25 x  374,30   =   9357 €
IDR   =   587 x   13,53   =   7942 €
PSG   =  1662 x    4,69   =   7795 €
ALM   =   678 x   10,70   =   7255 €
IBG   =   537 x   14,57   =   7824 €
MCM   =   265 x   29,80   =   7897 €
ALB   =   194 x   45,00   =   8730 €
ROVI  =   689 x    9,57   =   6594 €
ANA   =   122 x   57,81   =   7053 €
MEL   =   710 x    8,84   =   6273 €
_______________________________________________________
           Operativa  Programada
      NO hay compra-ventas a la vista
_______________________________________________________
              Historico.Cartera          Historico.IBEX
  año    €o     Rot     Reta   Vola       Reta   Vola 
       -------------   -------------     -------------
 2014  230000   00%     00.0%   0.0%      00.0%   0.0%
 2015                                                %
 2016                                                 
 2017                                                 
 .... 
 .... 
                       -------------     -------------
       PROMEDIOS =      00.0%   0.0%      00.0%   0.0%
       RATIO.Reta/Vola =     0.0               0.0 
_______________________________________________________
Detalles: https://www.rankia.com/blog/gestion-cartera/1759345-cartera-optimizada © MRNCP379420

El problema fundamental de la Bolsa es la corrupción y manipulación.