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País | % | # Valores |
Peso en Cartera Real* |
Peso en Cartera Objetivo* |
Alemania | -58% | 1 | 4% | 2% |
Francia | -49% | 1 | 6% | 3% |
España | -34% | 25 | 79% | 42% |
Inglaterra | -31% | 3 | 11% | 6% |
USA | -26% | 1 | 1% | 1% |
TOTAL | -35% | 31 |
Sector | % | # Valores |
Peso en Cartera Real* |
Peso en Cartera Objetivo* |
Bancos Comerciales | -51% | 5 | 26% | 14% |
Automóviles | -49% | 3 | 9% | 5% |
Inmobiliarias | -47% | 2 | 7% | 4% |
Telecomunicaciones | -43% | 3 | 16% | 9% |
Aseguradoras | -38% | 2 | 7% | 4% |
Construcción | -27% | 2 | 6% | 3% |
Papeleras | -27% | 2 | 1% | 1% |
Alimentación | -26% | 1 | 1% | 1% |
Energía | -26% | 2 | 7% | 4% |
Servicios | -20% | 1 | 3% | 1% |
Distribución | -16% | 1 | 0% | 0% |
Autopistas e Infraestructuras | -8% | 1 | 2% | 1% |
Industriales | -4% | 2 | 2% | 1% |
Eléctricas | 5% | 4 | 11% | 6% |
TOTAL | -35% | 31 |
Fecha | Valor | PMC | Cotizacón | % |
2016 | BBVA | 5,56 | 2,76 | -50% |
2017 | FCC | 8,54 | 7,32 | -14% |
2019 | LRE | 7,05 | 4,03 | -43% |
2020 | BKIA | 1,68 | 0,96 | -43% |
2020 | RMG | 2,042 | 1,69 | -17% |
Fecha | Valor | Precio Compra |
Cotización | % |
2018 | ELE | 17,56 | 16,27 | -7% |
2018 | DAI | 56,98 | 22 | -61% |
2019 | URW1 | 128,95 | 66,3 | -49% |
2020 | URW2 | 125,45 | 66,3 | -47% |
2020 | URW3 | 116,9 | 66,3 | -43% |
2020 | REP | 10,215 | 6,19 | -39% |
Ticker | Mercado | País | Moneda | <> % |
ACS | BME | España | EUR | -44% |
AENA | BME | España | EUR | -8% |
BBVA | BME | España | EUR | -51% |
BKIA | BME | España | EUR | -38% |
BT.A | LON | Inglaterra | GBP | -38% |
CABK | BME | España | EUR | -45% |
CIE | BME | España | EUR | -30% |
DAI | XETRA | Alemania | EUR | -58% |
ENC | BME | España | EUR | -50% |
ELE | BME | España | EUR | -2% |
ENG | BME | España | EUR | -16% |
FCC | BME | España | EUR | -9% |
GCO | BME | España | EUR | -33% |
GEST | BME | España | EUR | -47% |
IBE | BME | España | EUR | 82% |
KHC | NASDAQ | USA | USD | -26% |
LRE | BME | España | EUR | -41% |
LOG | BME | España | EUR | -16% |
MAP | BME | España | EUR | -39% |
MCM | BME | España | EUR | -15% |
NTGY | BME | España | EUR | -11% |
REE | BME | España | EUR | -10% |
REP | BME | España | EUR | -37% |
RMG | LON | Inglaterra | GBP | -20% |
SAB | BME | España | EUR | -60% |
SAN | BME | España | EUR | -58% |
TLGO | BME | España | EUR | -2% |
TEF | BME | España | EUR | -51% |
URW | EPA | Francia | EUR | -49% |
VOD | LON | Inglaterra | GBP | -29% |
ZOT | BME | España | EUR | -6% |
OBJETIVO | Comentarios | % cumplido |
1 | Cubrir 100% de Gastos | 63% |
2 | Objetivo intermedio | 49% |
3 | Alcanzar la IF SIN margen seguridad | 39% |
4 | Alcanzar la IF CON margen seguridad | 29% |
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