Medium, Wide, Standard. No llega a rank 2. ¿Habra que cambiar el algoritmo?
De momento no. No soy un buen programador (prácticamente no tengo ni idea de informática) por lo que uso VBA en excel (una macro). Por cada ticker hace varias llamadas (con IE). No quiero saturar los servidores de M* y a parte le cuesta un muuuuucho tiempo pillar todos los datos en listas largas
Además soy bastante chapucero. Tengo un excel para sacar la info cualitativa y cuantitativa, otro que te le das un ticker y te da toda la info de M*, otro que aplica el DDRM de Josh Peters… Y así.
A ver si un día me pongo en serio y junto todas las ideas que tengo, aprendo Python, Pascal, o algo y finalmente hago algo medianamente potable.
Saludos
y probando así? donde la puntuacion mayor sea 15.
Fair Value Uncertainty
Low: +5
Medium: +4
High: +3
Very High: +2
Extreme: +1
Economic Moat
None: +1
Narrow: +3
Wide: +5
Stewardship Rating
Poor: +1
Standard: +3
Exemplary: +5
Con todos ustedes el NineokRank !!
Lo he hecho solo para US Dividend Champions pero lo puedo hacer para todas las excels de dividendos
¿Que te parece? ¿Le ponemos algun filtro? ¿NineokRank >= 12?
U.S.DividendChampions.xlsx Champions
Company | Exchange | Ticker | Rating | Fair Value Uncertainty | Economic Moat | Stewardship Rating |
---|---|---|---|---|---|---|
Altria Group Inc. | XNYS | MO | 10 | Medium | Wide | Poor |
Urstadt Biddle Properties | UBA | |||||
ExxonMobil Corp. | XNYS | XOM | 12 | Medium | Narrow | Exemplary |
AT&T Inc. | XNYS | T | 8 | Medium | Narrow | Poor |
National Retail Properties | NNN | |||||
Universal Corp. | UVV | |||||
Mercury General Corp. | MCY | |||||
Franklin Resources | XNYS | BEN | 7 | High | Narrow | Poor |
People’s United Financial | PBCT | |||||
Chevron Corp. | XNYS | CVX | 11 | High | Narrow | Exemplary |
Old Republic International | ORI | |||||
International Business Machines | XNYS | IBM | 10 | Medium | Narrow | Standard |
Realty Income Corp. | XNYS | O | 10 | Medium | None | Exemplary |
Weyco Group Inc. | WEYS | |||||
Federal Realty Inv. Trust | XNYS | FRT | 9 | High | None | Exemplary |
United Bankshares Inc. | UBSI | |||||
Leggett & Platt Inc. | LEG | |||||
Community Trust Banc. | CTBI | |||||
UGI Corp. | UGI | |||||
National Fuel Gas | NFG | |||||
Walgreens Boots Alliance Inc. | XNAS | WBA | 10 | Medium | Narrow | Standard |
Eaton Vance Corp. | XNYS | EV | 9 | High | Narrow | Standard |
Southside Bancshares | SBSI | |||||
Genuine Parts Co. | XNYS | GPC | 10 | Medium | Narrow | Standard |
Cullen/Frost Bankers | XNYS | CFR | 11 | High | Narrow | Exemplary |
Nucor Corp. | XNYS | NUE | 9 | High | None | Exemplary |
Consolidated Edison | XNYS | ED | 9 | Low | None | Standard |
Archer Daniels Midland | XNYS | ADM | 7 | High | None | Standard |
Eagle Financial Services | EFSI | |||||
3M Company | XNYS | MMM | 14 | Medium | Wide | Exemplary |
MDU Resources | MDU | |||||
Arrow Financial Corp. | AROW | |||||
Cincinnati Financial | CINF | |||||
Northeast Indiana Bancorp | NIDB | |||||
John Wiley & Sons Inc. | XNYS | JW.A | 14 | Medium | Wide | Exemplary |
Coca-Cola Company | XNYS | KO | 15 | Low | Wide | Exemplary |
Caterpillar Inc. | XNYS | CAT | 11 | High | Wide | Standard |
Sonoco Products Co. | XNYS | SON | 8 | Medium | None | Standard |
Matthews International | MATW | |||||
Emerson Electric | XNYS | EMR | 12 | Medium | Wide | Standard |
Polaris Industries | XNYS | PII | 13 | High | Wide | Exemplary |
Telephone & Data Sys. | TDS | |||||
Black Hills Corp. | BKH | |||||
Essex Property Trust | XNYS | ESS | 8 | Medium | None | Standard |
General Dynamics | XNYS | GD | 12 | Medium | Wide | Standard |
BancFirst Corp. OK | BANF | |||||
VF Corp. | XNYS | VFC | 12 | Medium | Narrow | Exemplary |
1st Source Corp. | SRCE | |||||
Sysco Corp. | XNYS | SYY | 10 | Medium | Narrow | Standard |
T. Rowe Price Group | XNAS | TROW | 14 | Medium | Wide | Exemplary |
Kimberly-Clark Corp. | XNYS | KMB | 12 | Medium | Narrow | Exemplary |
Tompkins Financial Corp. | TMP | |||||
McGrath Rentcorp | MGRC | |||||
AFLAC Inc. | AFL | |||||
Northwest Natural Gas | NWN | |||||
Raytheon Technologies | XNYS | RTX | 11 | High | Wide | Standard |
First Financial Corp. | THFF | |||||
Enterprise Bancorp Inc. | EBTC | |||||
Artesian Resources | ARTNA | |||||
PepsiCo Inc. | XNAS | PEP | 15 | Low | Wide | Exemplary |
Chubb Limited | XNYS | CB | 9 | High | Narrow | Standard |
Chesapeake Financial Shares | CPKF | |||||
Johnson & Johnson | XNYS | JNJ | 13 | Low | Wide | Standard |
Procter & Gamble Co. | XNYS | PG | 13 | Low | Wide | Standard |
McDonald’s Corp. | XNYS | MCD | 12 | Medium | Wide | Standard |
Illinois Tool Works | XNYS | ITW | 12 | Medium | Narrow | Exemplary |
Community Bank System | CBU | |||||
Westamerica Bancorp | WABC | |||||
Universal Health Realty Trust | UHT | |||||
Albemarle Corp. | XNYS | ALB | 9 | High | Narrow | Standard |
Colgate-Palmolive Co. | XNYS | CL | 15 | Low | Wide | Exemplary |
Stanley Black & Decker | SWK | |||||
Automatic Data Proc. | XNAS | ADP | 12 | Medium | Wide | Standard |
UMB Financial Corp. | UMBF | |||||
Lincoln Electric Holdings | XNAS | LECO | 10 | Medium | Narrow | Standard |
NextEra Energy Inc. | XNYS | NEE | 13 | Low | Narrow | Exemplary |
Target Corp. | XNYS | TGT | 8 | Medium | None | Standard |
Air Products & Chem. | XNYS | APD | 12 | Medium | Narrow | Exemplary |
Clorox Company | XNYS | CLX | 15 | Low | Wide | Exemplary |
A.O. Smith Corp. | AOS | |||||
Atmos Energy | XNYS | ATO | 13 | Low | Narrow | Exemplary |
PPG Industries Inc. | XNYS | PPG | 10 | Medium | Narrow | Standard |
Essential Utilities Inc. | WTRG | |||||
Parker-Hannifin Corp. | XNYS | PH | 10 | Medium | Narrow | Standard |
Medtronic plc | XNYS | MDT | 12 | Medium | Wide | Standard |
Pentair Ltd. | XNYS | PNR | 10 | Medium | Narrow | Standard |
MGE Energy Inc. | MGEE | |||||
RPM International Inc. | RPM | |||||
Erie Indemnity Company | ERIE | |||||
NACCO Industries | NC | |||||
Thomson Reuters Corp. | XNYS | TRI | 10 | Medium | Narrow | Standard |
SJW Corp. | SJW | |||||
ABM Industries Inc. | ABM | |||||
Lowe’s Companies | XNYS | LOW | 14 | Medium | Wide | Exemplary |
Canadian National Railway | XNYS | CNI | 12 | Medium | Wide | Standard |
Linde Plc | XNYS | LIN | 10 | Medium | Narrow | Standard |
Dover Corp. | XNYS | DOV | 10 | Medium | Narrow | Standard |
W.W. Grainger Inc. | XNYS | GWW | 9 | High | Narrow | Standard |
Lancaster Colony Corp. | LANC | |||||
Brady Corp. | BRC | |||||
Hormel Foods Corp. | XNYS | HRL | 12 | Medium | Narrow | Exemplary |
PSB Holdings Inc. | PSBQ | |||||
Gorman-Rupp Company | GRC | |||||
Computer Services Inc. | CSVI | |||||
Donaldson Company | XNYS | DCI | 10 | Medium | Narrow | Standard |
Farmers & Merchants Bancorp | FMCB | |||||
California Water Service | CWT | |||||
Wal-Mart Inc. | XNYS | WMT | 12 | Medium | Wide | Standard |
H.B. Fuller Company | FUL | |||||
Commerce Bancshares | CBSH | |||||
Middlesex Water Co. | MSEX | |||||
Carlisle Companies | CSL | |||||
McCormick & Co. | XNYS | MKC | 13 | Low | Wide | Standard |
American States Water | AWR | |||||
MSA Safety Inc. | MSA | |||||
Tennant Company | TNC | |||||
Expeditors International | XNAS | EXPD | 14 | Medium | Wide | Exemplary |
SEI Investments Company | XNAS | SEIC | 10 | Medium | Narrow | Standard |
AptarGroup Inc. | XNYS | ATR | 12 | Medium | Narrow | Exemplary |
RLI Corp. | RLI | |||||
Becton Dickinson & Co. | XNYS | BDX | 12 | Medium | Narrow | Exemplary |
Ross Stores Inc. | XNAS | ROST | 10 | Medium | Narrow | Standard |
Stryker Corp. | XNYS | SYK | 12 | Medium | Wide | Standard |
Franklin Electric Co. | FELE | |||||
Stepan Company | SCL | |||||
Badger Meter Inc. | BMI | |||||
Cintas Corp. | XNAS | CTAS | 12 | Medium | Wide | Standard |
Brown-Forman Class B | XNYS | BF.B | 14 | Medium | Wide | Exemplary |
Jack Henry & Associates | XNAS | JKHY | 14 | Medium | Wide | Exemplary |
Tootsie Roll Industries | XNYS | TR | 5 | Low | — | |
Sherwin-Williams Co. | XNYS | SHW | 12 | Medium | Narrow | Exemplary |
Ecolab Inc. | XNYS | ECL | 14 | Medium | Wide | Exemplary |
RenaissanceRe Holdings | RNR | |||||
Brown & Brown Inc. | BRO | |||||
Nordson Corp. | XNAS | NDSN | 10 | Medium | Narrow | Standard |
S&P Global Inc. | XNYS | SPGI | 12 | Medium | Wide | Standard |
Roper Technologies Inc. | XNYS | ROP | 14 | Medium | Wide | Exemplary |
West Pharmaceutical Services | XNYS | WST | 14 | Medium | Wide | Exemplary |
Y retomando lo de antes
Empresas con VashRank = 2 ó 3
Aqui seguramente la gente echara en falta Visa, Mastercard …
Company | Exchange | Ticker | Rating | Fair Value Uncertainty | Economic Moat | Stewardship Rating |
---|---|---|---|---|---|---|
3M Company | XNYS | MMM | 2 | Medium | Wide | Exemplary |
John Wiley & Sons Inc. | XNYS | JW.A | 2 | Medium | Wide | Exemplary |
Coca-Cola Company | XNYS | KO | 3 | Low | Wide | Exemplary |
T. Rowe Price Group | XNAS | TROW | 2 | Medium | Wide | Exemplary |
PepsiCo Inc. | XNAS | PEP | 3 | Low | Wide | Exemplary |
Johnson & Johnson | XNYS | JNJ | 2 | Low | Wide | Standard |
Procter & Gamble Co. | XNYS | PG | 2 | Low | Wide | Standard |
Colgate-Palmolive Co. | XNYS | CL | 3 | Low | Wide | Exemplary |
NextEra Energy Inc. | XNYS | NEE | 2 | Low | Narrow | Exemplary |
Clorox Company | XNYS | CLX | 3 | Low | Wide | Exemplary |
Atmos Energy | XNYS | ATO | 2 | Low | Narrow | Exemplary |
Lowe’s Companies | XNYS | LOW | 2 | Medium | Wide | Exemplary |
McCormick & Co. | XNYS | MKC | 2 | Low | Wide | Standard |
Expeditors International | XNAS | EXPD | 2 | Medium | Wide | Exemplary |
Brown-Forman Class B | XNYS | BF.B | 2 | Medium | Wide | Exemplary |
Jack Henry & Associates | XNAS | JKHY | 2 | Medium | Wide | Exemplary |
Ecolab Inc. | XNYS | ECL | 2 | Medium | Wide | Exemplary |
Roper Technologies Inc. | XNYS | ROP | 2 | Medium | Wide | Exemplary |
West Pharmaceutical Services | XNYS | WST | 2 | Medium | Wide | Exemplary |
Enterprise Products Partners LP | XNYS | EPD | 2 | Medium | Wide | Exemplary |
Magellan Midstream Partners LP | XNYS | MMP | 2 | Medium | Wide | Exemplary |
Philip Morris International | XNYS | PM | 3 | Low | Wide | Exemplary |
Dominion Energy Inc. | XNYS | D | 3 | Low | Wide | Exemplary |
Southern Company | XNYS | SO | 2 | Low | Narrow | Exemplary |
Pfizer Inc. | XNYS | PFE | 2 | Low | Wide | Standard |
Texas Instruments | XNAS | TXN | 2 | Medium | Wide | Exemplary |
BlackRock Inc. | XNYS | BLK | 2 | Medium | Wide | Exemplary |
C.H. Robinson Worldwide | XNAS | CHRW | 2 | Medium | Wide | Exemplary |
Home Depot Inc. | XNYS | HD | 2 | Medium | Wide | Exemplary |
Analog Devices Inc. | XNAS | ADI | 2 | Medium | Wide | Exemplary |
Starbucks Corp. | XNAS | SBUX | 2 | Medium | Wide | Exemplary |
CME Group Inc. | XNAS | CME | 2 | Medium | Wide | Exemplary |
Accenture plc | XNYS | ACN | 2 | Medium | Wide | Exemplary |
Microchip Technology Inc. | XNAS | MCHP | 2 | Medium | Wide | Exemplary |
Microsoft Corp. | XNAS | MSFT | 2 | Medium | Wide | Exemplary |
Costco Wholesale | XNAS | COST | 2 | Medium | Wide | Exemplary |
Northern Trust Corp. | XNAS | NTRS | 2 | Medium | Wide | Exemplary |
Honeywell International Inc. | XNYS | HON | 2 | Medium | Wide | Exemplary |
Intercontinental Exchange Inc. | XNYS | ICE | 2 | Medium | Wide | Exemplary |
Masco Corp | XNYS | MAS | 2 | Medium | Wide | Exemplary |
Agilent Technologies Inc. | XNYS | A | 2 | Medium | Wide | Exemplary |
Domino’s Pizza Inc. | XNYS | DPZ | 2 | Medium | Wide | Exemplary |
MSCI Inc. | XNYS | MSCI | 2 | Medium | Wide | Exemplary |
Unilever plc | XLON | ULVR | 2 | Low | Wide | Standard |
BRITISH AMERICAN TOBACCO PLC AD | XLON | BATS | 2 | Low | Wide | Standard |
Imperial Brands PLC | XLON | IMB | 2 | Low | Wide | Standard |
L’Oreal SA | XMIL | OR | 2 | Medium | Wide | Exemplary |
Kerry Group PLC | XLON | KYGA | 3 | Low | Wide | Exemplary |
Unilever NV | XAMS | UNA | 2 | Low | Wide | Standard |
Nestle SA | XSWX | NESN | 2 | Low | Wide | Standard |
Novartis AG | XSWX | NOVN | 2 | Low | Wide | Standard |
Roche Holding Ltd. Genussschein | XSWX | ROG | 2 | Low | Wide | Standard |
Hermes International SCA | XPAR | RMS | 2 | Medium | Wide | Exemplary |
Kone Oyj | XHEL | KNEBV | 2 | Low | Wide | Standard |
MTU Aero Engines AG | XETR | MTX | 3 | Low | Wide | Exemplary |
Symrise AG | XETR | SY1 | 2 | Low | Wide | Standard |
Givaudan S.A. | XSWX | GIVN | 2 | Low | Wide | Standard |
Safran SA | XMIL | SAF | 2 | Low | Wide | Standard |
Chr Hansen Holding A/S | XCSE | CHR | 2 | Low | Wide | Standard |
Oersted A/S | XCSE | ORSTED | 2 | Low | Narrow | Exemplary |
Anheuser Busch Inbev NV | XBRU | ABI | 2 | Medium | Wide | Exemplary |
Y otra variante
Empresas con Wide moat y VashRank = 1, 2 ó 3
Aqui estan Visa, Mastercard y otras muchas mas. Unas 120 acciones en total.
Company | Exchange | Ticker | Rating | Fair Value Uncertainty | Economic Moat | Stewardship Rating |
---|---|---|---|---|---|---|
3M Company | XNYS | MMM | 2 | Medium | Wide | Exemplary |
John Wiley & Sons Inc. | XNYS | JW.A | 2 | Medium | Wide | Exemplary |
Coca-Cola Company | XNYS | KO | 3 | Low | Wide | Exemplary |
Emerson Electric | XNYS | EMR | 1 | Medium | Wide | Standard |
Polaris Industries | XNYS | PII | 1 | High | Wide | Exemplary |
General Dynamics | XNYS | GD | 1 | Medium | Wide | Standard |
T. Rowe Price Group | XNAS | TROW | 2 | Medium | Wide | Exemplary |
PepsiCo Inc. | XNAS | PEP | 3 | Low | Wide | Exemplary |
Johnson & Johnson | XNYS | JNJ | 2 | Low | Wide | Standard |
Procter & Gamble Co. | XNYS | PG | 2 | Low | Wide | Standard |
McDonald’s Corp. | XNYS | MCD | 1 | Medium | Wide | Standard |
Colgate-Palmolive Co. | XNYS | CL | 3 | Low | Wide | Exemplary |
Automatic Data Proc. | XNAS | ADP | 1 | Medium | Wide | Standard |
Clorox Company | XNYS | CLX | 3 | Low | Wide | Exemplary |
Medtronic plc | XNYS | MDT | 1 | Medium | Wide | Standard |
Lowe’s Companies | XNYS | LOW | 2 | Medium | Wide | Exemplary |
Canadian National Railway | XNYS | CNI | 1 | Medium | Wide | Standard |
Wal-Mart Inc. | XNYS | WMT | 1 | Medium | Wide | Standard |
McCormick & Co. | XNYS | MKC | 2 | Low | Wide | Standard |
Expeditors International | XNAS | EXPD | 2 | Medium | Wide | Exemplary |
Stryker Corp. | XNYS | SYK | 1 | Medium | Wide | Standard |
Cintas Corp. | XNAS | CTAS | 1 | Medium | Wide | Standard |
Brown-Forman Class B | XNYS | BF.B | 2 | Medium | Wide | Exemplary |
Jack Henry & Associates | XNAS | JKHY | 2 | Medium | Wide | Exemplary |
Ecolab Inc. | XNYS | ECL | 2 | Medium | Wide | Exemplary |
S&P Global Inc. | XNYS | SPGI | 1 | Medium | Wide | Standard |
Roper Technologies Inc. | XNYS | ROP | 2 | Medium | Wide | Exemplary |
West Pharmaceutical Services | XNYS | WST | 2 | Medium | Wide | Exemplary |
Enterprise Products Partners LP | XNYS | EPD | 2 | Medium | Wide | Exemplary |
Magellan Midstream Partners LP | XNYS | MMP | 2 | Medium | Wide | Exemplary |
Enbridge Inc. | XNYS | ENB | 1 | Medium | Wide | Standard |
Philip Morris International | XNYS | PM | 3 | Low | Wide | Exemplary |
Dominion Energy Inc. | XNYS | D | 3 | Low | Wide | Exemplary |
United Parcel Service Inc. | XNYS | UPS | 1 | Medium | Wide | Standard |
Pfizer Inc. | XNYS | PFE | 2 | Low | Wide | Standard |
Kellogg Company | XNYS | K | 1 | Medium | Wide | Standard |
Texas Instruments | XNAS | TXN | 2 | Medium | Wide | Exemplary |
Bristol-Myers Squibb Co. | XNYS | BMY | 1 | Medium | Wide | Standard |
BlackRock Inc. | XNYS | BLK | 2 | Medium | Wide | Exemplary |
C.H. Robinson Worldwide | XNAS | CHRW | 2 | Medium | Wide | Exemplary |
Fastenal Company | XNAS | FAST | 1 | Medium | Wide | Standard |
Home Depot Inc. | XNYS | HD | 2 | Medium | Wide | Exemplary |
Amgen Inc. | XNAS | AMGN | 1 | Medium | Wide | Standard |
Lockheed Martin | XNYS | LMT | 1 | Medium | Wide | Standard |
Comcast Corp. | XNAS | CMCSA | 1 | Medium | Wide | Standard |
Union Pacific | XNYS | UNP | 1 | Medium | Wide | Standard |
Hershey Company | XNYS | HSY | 1 | Medium | Wide | Standard |
International Flavors & Fragran | XNYS | IFF | 1 | Low | Wide | Poor |
Analog Devices Inc. | XNAS | ADI | 2 | Medium | Wide | Exemplary |
Waste Management | XNYS | WM | 1 | Medium | Wide | Standard |
Rockwell Automation Inc. | XNYS | ROK | 1 | Medium | Wide | Standard |
Starbucks Corp. | XNAS | SBUX | 2 | Medium | Wide | Exemplary |
Republic Services Inc. | XNYS | RSG | 1 | Medium | Wide | Standard |
CME Group Inc. | XNAS | CME | 2 | Medium | Wide | Exemplary |
Accenture plc | XNYS | ACN | 2 | Medium | Wide | Exemplary |
Microchip Technology Inc. | XNAS | MCHP | 2 | Medium | Wide | Exemplary |
Northrop Grumman | XNYS | NOC | 1 | Medium | Wide | Standard |
Graco Inc. | XNYS | GGG | 1 | Medium | Wide | Standard |
Microsoft Corp. | XNAS | MSFT | 2 | Medium | Wide | Exemplary |
Nike Inc. | XNYS | NKE | 1 | Medium | Wide | Standard |
Factset Research System Inc. | XNYS | FDS | 1 | Medium | Wide | Standard |
Costco Wholesale | XNAS | COST | 2 | Medium | Wide | Exemplary |
Moody’s Corp. | XNYS | MCO | 1 | Medium | Wide | Standard |
Waste Connections Inc. | XNYS | WCN | 1 | Medium | Wide | Standard |
Landstar System Inc. | XNAS | LSTR | 1 | Medium | Wide | Standard |
Visa Inc. | XNYS | V | 1 | Medium | Wide | Standard |
U.S. Bancorp | XNYS | USB | 1 | High | Wide | Exemplary |
JPMorgan Chase & Co. | XNYS | JPM | 1 | High | Wide | Exemplary |
Paychex Inc. | XNAS | PAYX | 1 | Medium | Wide | Standard |
Northern Trust Corp. | XNAS | NTRS | 2 | Medium | Wide | Exemplary |
Bank of New York Mellon Corp. | XNYS | BK | 1 | Medium | Wide | Standard |
Gilead Sciences Inc. | XNAS | GILD | 1 | Medium | Wide | Standard |
Merck & Company | XNYS | MRK | 1 | Medium | Wide | Standard |
Honeywell International Inc. | XNYS | HON | 2 | Medium | Wide | Exemplary |
Mondelez International Inc. | XNAS | MDLZ | 1 | Medium | Wide | Standard |
Intel Corp. | XNAS | INTC | 1 | Medium | Wide | Standard |
Eli Lilly & Company | XNYS | LLY | 1 | Medium | Wide | Standard |
Charles Schwab Corporation | XNYS | SCHW | 1 | High | Wide | Exemplary |
American Express Company | XNYS | AXP | 1 | Medium | Wide | Standard |
Constellation Brands Inc. A | XNYS | STZ | 1 | Medium | Wide | Standard |
Intercontinental Exchange Inc. | XNYS | ICE | 2 | Medium | Wide | Exemplary |
Masco Corp | XNYS | MAS | 2 | Medium | Wide | Exemplary |
Allegion plc | XNYS | ALLE | 1 | Medium | Wide | Standard |
Agilent Technologies Inc. | XNYS | A | 2 | Medium | Wide | Exemplary |
Domino’s Pizza Inc. | XNYS | DPZ | 2 | Medium | Wide | Exemplary |
MSCI Inc. | XNYS | MSCI | 2 | Medium | Wide | Exemplary |
Zoetis Inc. | XNYS | ZTS | 1 | Medium | Wide | Standard |
MasterCard Inc. | XNYS | MA | 1 | Medium | Wide | Standard |
Diageo plc | XLON | DGE | 1 | Medium | Wide | Standard |
Unilever plc | XLON | ULVR | 2 | Low | Wide | Standard |
BRITISH AMERICAN TOBACCO PLC AD | XLON | BATS | 2 | Low | Wide | Standard |
Imperial Brands PLC | XLON | IMB | 2 | Low | Wide | Standard |
Meggitt plc | XLON | MGGT | 1 | Medium | Wide | Standard |
London Stock Exchange Group Plc | XLON | LSE | 1 | High | Wide | Exemplary |
Canadian National Railway | XTSE | CNR | 1 | Medium | Wide | Standard |
Enbridge Inc | XTSE | ENB | 1 | Medium | Wide | Standard |
Toronto Dominion Bank | XTSE | TD | 1 | High | Wide | Exemplary |
Canadian Pacific Railway Ltd | XTSE | CP | 1 | Medium | Wide | Standard |
L’Oreal SA | XMIL | OR | 2 | Medium | Wide | Exemplary |
Kerry Group PLC | XLON | KYGA | 3 | Low | Wide | Exemplary |
Unilever NV | XAMS | UNA | 2 | Low | Wide | Standard |
Essilor Luxottica | XMIL | EL | 1 | Medium | Wide | Standard |
Nestle SA | XSWX | NESN | 2 | Low | Wide | Standard |
Novartis AG | XSWX | NOVN | 2 | Low | Wide | Standard |
Roche Holding Ltd. Genussschein | XSWX | ROG | 2 | Low | Wide | Standard |
Hermes International SCA | XPAR | RMS | 2 | Medium | Wide | Exemplary |
Dassault Systemes SE | XPAR | DSY | 1 | Medium | Wide | Standard |
Kone Oyj | XHEL | KNEBV | 2 | Low | Wide | Standard |
MTU Aero Engines AG | XETR | MTX | 3 | Low | Wide | Exemplary |
Symrise AG | XETR | SY1 | 2 | Low | Wide | Standard |
Givaudan S.A. | XSWX | GIVN | 2 | Low | Wide | Standard |
Pernod Ricard SA | XPAR | RI | 1 | Medium | Wide | Standard |
Safran SA | XMIL | SAF | 2 | Low | Wide | Standard |
Schneider Electric SE | XMIL | SU | 1 | Medium | Wide | Standard |
GEA Group Aktiengesellschaft | XETR | G1A | 1 | Medium | Wide | Standard |
Chr Hansen Holding A/S | XCSE | CHR | 2 | Low | Wide | Standard |
Alfa Laval AB | XSTO | ALFA | 1 | Medium | Wide | Standard |
Deutsche Boerse AG | XETR | DB1 | 1 | Medium | Wide | Standard |
ABB Ltd. | XSWX | ABBN | 1 | Medium | Wide | Standard |
Ferrari NV | XMIL | RACE | 1 | Medium | Wide | Standard |
AstraZeneca plc | XLON | AZN | 1 | Medium | Wide | Standard |
Anheuser Busch Inbev NV | XBRU | ABI | 2 | Medium | Wide | Exemplary |
Edenred SA | XPAR | EDEN | 1 | Medium | Wide | Standard |
LVMH SE | XPAR | MC | 1 | Medium | Wide | Standard |
Es posible obtener también la información de la valoración con respecto al fair value de Morningstar (undervalued, fair value o undervalued)?
Todo es posible en esta vida. La pregunta correcta es ¿soy yo capaz de hacerlo?
La idea a la que le estoy dando vueltas es a hacer una cartera DGI de alta calidad. Hasta ahora me he dedicado mas al DGI cuantitativo de excels y numeros. Dicen que nunca hay que desaprovechar una crisis y si en 2008 cambie del value investing al DGI ¿por que no cambiar del DGI al Quality Investing en esta crisis?
Aunque parezca que solo entro al foro a chinchar leo lo que dice todo el mundo y lo voy rumiando en la cabeza. Aprovechando las ideas de Fundsmith, Morningstar, Inversion Pasiva, Compra fraccional de acciones … muchas cosas que hace 10 años no estaban a nuestro alcance me planteo si no seria interesante congelar mi cartera DGI actual y empezar una cartera DGI High Quality haciendo compras mensuales e iguales de un conjunto de acciones de calidad. Cada mes podria pasar el filtro a las acciones de las excels de dividend champions y repartir la cantidad mensual entre todas ellas. Las que salgan del filtro se pueden congelar sin mas aportaciones o venderlas y repartir entre las restantes.
El tema es que si reparto 5000 euros mensuales entre 50 posiciones a 100 euros la posicion pues bueno … pero si el filtro empieza a dejar entrar 100 o 200 acciones aparte de todo el trabajo (aunque solo sea para poner las ordenes) , apuntar dividendos, revisar resultados, etc puede ser una buena paliza.
Sigo rumiando
¿25% Fundsmith Equity Sicav T + 25% Seilern World Growth + 25% Robeco Global Consumer Trends + 25% Morgan Stanley Global Brands?
Solo por chinchar
Tu mismo. Yo voy tomando nota de los que protagonizaran el proximo video de Hitler
Respuesta un poco troll aunque igual vale para afinar algo, he redondeado para no andar con decimales. Regresion lineal con unas 500 empresas del NYSE que capitalizan mas de $5B ajustando con el Total Return a 10yr.
Curioso el peso de del Uncertainty en la segunda, igual es por la torta que se han metido las de alta incertidumbre con el COVID, de todas maneras la R^2 es pesima jaja.
Con los valores discretos de M* cuantitativo.
Parametro | Peso |
---|---|
Moat - None | -4 |
Moat - Narrow | 0 |
Moat - Standard | 4 |
Uncertainty - Low | 5 |
Uncertainty - Medium | 4 |
Uncertainty - High | 1 |
Uncertainty - Very High | -5 |
Uncertainty - Extreme | -5 |
Fin. Health - Weak | -4 |
Fin. Health - Moderate | 3 |
Fin. Health - Strong | 2 |
R^2 | 0.41 |
.
Con datos de M* cuantitativos de 0 a 1.
Parametro | Peso |
---|---|
Moat | 7 |
Uncertainty | 26 |
Fin. Health | 2 |
R^2 | 0.41 |
Gracias Vash! ya puedo decir que existe un ranking con mi nombre
solo comentaba utilizar numeros más grandes para maximizar diferencias entre las diferentes acciones
Esto es Moat - Wide, que ya no puedo editar
Si me lo explicas en cristiano a lo mejor si afino algo
La idea venía a ser ver como de bien se podría predecir el Total Return de los últimos 10 años en base a esos parámetros de Morningstar, es decir:
TotReturn = param_1 * peso_1 + param_2 * peso_2 +... + param_n * peso_n
Y la R^2 viene a decir como de bueno es el fit, siendo 1 perfecto, y 0.4 bastante malo jeje
El parámetro puede tomar valor de 0 o 1 en la primera regresión y un valor entre 0 y 1 en el segundo (el que sale en los reports quant que va hasta 100)
¿Y haciendolo con los datos cualitativos da mejor resultado?
Pues no tengo acceso a los datos cualitativos, pero no creo que cambie mucho la cosa solo usando esos tres parámetros.
En cualquier caso es posiblemente muy optimista pretender hacer un fit más sencillo o más complejo con estos o más datos. Al final creo que el objetivo debería ser tener alguna pista de por donde mirar o a qué cosas no darles demasiadas vueltas. Posiblemente para esto es más interesante ver distribuciones que intentar ajustar una ecuación mágica como la que ponía
La unica que se cuela en el NineokRank verde y no en el top de VashRank es Polaris . Yo la elimino por el Uncertainty High
Company | Exchange | Ticker | Rating | Fair Value Uncertainty | Economic Moat | Stewardship Rating |
---|---|---|---|---|---|---|
3M Company | XNYS | MMM | 2 | Medium | Wide | Exemplary |
John Wiley & Sons Inc. | XNYS | JW.A | 2 | Medium | Wide | Exemplary |
Coca-Cola Company | XNYS | KO | 3 | Low | Wide | Exemplary |
T. Rowe Price Group | XNAS | TROW | 2 | Medium | Wide | Exemplary |
PepsiCo Inc. | XNAS | PEP | 3 | Low | Wide | Exemplary |
Johnson & Johnson | XNYS | JNJ | 2 | Low | Wide | Standard |
Procter & Gamble Co. | XNYS | PG | 2 | Low | Wide | Standard |
Colgate-Palmolive Co. | XNYS | CL | 3 | Low | Wide | Exemplary |
NextEra Energy Inc. | XNYS | NEE | 2 | Low | Narrow | Exemplary |
Clorox Company | XNYS | CLX | 3 | Low | Wide | Exemplary |
Atmos Energy | XNYS | ATO | 2 | Low | Narrow | Exemplary |
Lowe’s Companies | XNYS | LOW | 2 | Medium | Wide | Exemplary |
McCormick & Co. | XNYS | MKC | 2 | Low | Wide | Standard |
Expeditors International | XNAS | EXPD | 2 | Medium | Wide | Exemplary |
Brown-Forman Class B | XNYS | BF.B | 2 | Medium | Wide | Exemplary |
Jack Henry & Associates | XNAS | JKHY | 2 | Medium | Wide | Exemplary |
Ecolab Inc. | XNYS | ECL | 2 | Medium | Wide | Exemplary |
Roper Technologies Inc. | XNYS | ROP | 2 | Medium | Wide | Exemplary |
West Pharmaceutical Services | XNYS | WST | 2 | Medium | Wide | Exemplary |
Te voy a contratar como diseñador !! Tus tablas son mejores
Mirando la lista, el nineok rank>=12 sobre dividendo champions me parece muy buena base.
Las preguntas que tengo son:
- ¿Cada cuanto tiempo se actualizaría la lista? Para ver entradas y salidas
- ¿Que se hace con las empresas que dejan de cumplir estos criterios?
- ¿Cuál es el criterio de entrada? Por ejemplo ¿Añadir algunos filtros técnicos?
- ¿Cuál es el criterio de salida?
Un saludo