RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
MONDELEZ
Actualizo la cartera, compro ARCHER-DANIELS MIDLAND
RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
MONDELEZ
ARCHER-DANIELS MIDLAND
Tienes un sistema o calculas algo o vas leyendo a ver qué aparece? Cuéntanos un poco más.
La sigues luego? Cuando compras algo siempre es el mismo tamaño de posición o va variando? Podas o incrementas posiciones anteriores? Pfff tengo mil preguntas
Hola, leo informes, leo sobre la empresa y miro sus cuentas. Utilizo las medias móviles. Hago un seguimiento trimestral con la información que envía seekingalpha y anual con las cuentas anuales. Es una cartera viva, es decir tengo como objetivo que todas las empresas terminen pesando más o menos lo mismo. No podo e incremento posiciones. Prima el sector defensivo, prácticamente con un 50% de la cartera luego el sensitivo y en menor medida el cíclico.
RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
MONDELEZ
ARCHER-DANIELS MIDLAND
Actualizo la cartera, amplio posiciones en PEPSICO
RED ELECTRICA
MAPFRE
NATURGY
VISCOFAN
IAG
IBERDROLA
REPSOL
TELEFONICA
DIAGEO
SAP
AHOLD
UNITED UTILITIES
IBM
NATIONAL GRID
SSE
VODAFONE
BLACKROCK
P&G
ABBVIE
UNITED HEALTH GROUP
3M
GENERAL MILLS
BRITISH AMERICAN TOBACCO
ALTRIA
KRAFT HEINZ
BERKSHIRE&HATHAWAY
ATT
FRANKLIN RESOURCES
SHELL
UNILEVER
EXXON MOBIL
SIMON PROPERTY GROUP
VALERO ENERGY
CUMMINS
TEXAS INSTRUMENTS
BROADCOM
T.ROW PRICE
EMERSON ELECTRIC
BROOKFIELD INFRASTRUTURE CORPORATION
THE COCACOLA COMPANY
PINNACLE WEST CAPITAL
JOHNSON & JOHNSON
REALTY INCOME
BRISTOL MYERS SQUIBB
LOOKHEED MARTIN
PEPSICO
VERIZON
MERCK&CO
ACS
ENAGAS
KIMBERLY CLARK
AMGEN
INDITEX
J P MORGAN CHASE
BASF
CROWN CASTLE
ESSEX PROPERTY TRUST
DIGITAL REALTY TRUST
PNC FINANCIAL
LEGAL&GENERAL
W.P. CAREY
AMERICAN TOWER
BANK OF AMERICA
NEXTERA ENERGY
ACCIONA
CHEVRON
THE HERSHEY
MONDELEZ
ARCHER-DANIELS MIDLAND
la cartera ni hecha a posta