#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.