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3517

Ver esa tabla me recuerda algo. Leía el otro día una frase de la Dama de los Dividendos que me pareció muy interesante. Decía algo así como que en el mercado no hay que agobiarse pensando que se nos escapa el tren, después pasará otro.
Y ciertamente tenemos memoria de corto plazo como inversores porque vemos una acción a precio y muchos nos podemos hasta agobiar por no aprovechar el tren . No pasa nada si no podemos disparar, ya pasará otro tren. Y es cierto que qué más da JNJ o LEG, si ambos cazan ratones tomaremos el que nos venga bien cuando acudamos al mercado.

3 Me gusta
3518

Yo creo que lo que hay que hacer es tener una cartera diversificada con muchos sectores, de forma que nunca será la que mejor se comporte, ni tampoco la peor.

Porque ir rotando en base a las previsiones macro, etc es casi seguro que no va a funcionar a la mayoría de inversores. Primero porque las previsiones no se cumplen, o bien que aunque se cumplan, sus efectos no tienen por qué ser los que creamos.

Entonces si tenemos la suficiente diversificación, en todo momento tendremos lo que vaya bien y lo que vaya mal. Menos cuando llega un mercado bajista de verdad, que ahí prácticamente no hay nada donde refugiarse. Y eso también debe de saberse, para estar preparado cuando suceda.

9 Me gusta
3519

Está claro, que cuando hay un mercado bajista casi todo cae, pero hay sectores que se comportan mejor, vease farmas, consumo defensivo, utilities.
El consumo discrecional se comporta mal, sin embargo, MCD suele hacerlo bien, por su modelo de negocio.
Al final, la diversificación te lleva a manejar mejor los mercados bajistas que puedan darse.

1 me gusta
3520

Precisamente LEG es una de las que mi excel me avisa con señal de compra. Otras son ITX, RMG, HEN y VID.

2 Me gusta
3521

Compras YTD de fondos Quality Growth y Growth 5★ Morningstar

Security Name Weighting
Orsted A/S 11.4
United Parcel Service Inc Class B 9.33
NetEase Inc Ordinary Shares 7.51
AbbVie Inc 6.97
Intercontinental Exchange Inc 6.39
Advanced Micro Devices Inc 6.24
Blackstone Inc 6.19
Coca-Cola Co 5.8
L’Oreal SA 5.06
T&D Holdings Inc 5.03
Costco Wholesale Corp 4.1
CVS Health Corp 3.63
Eli Lilly and Co 3.14
Baidu Inc ADR 3.01
Allegion PLC 3.01
Roblox Corp Ordinary Shares - Class A 2.57
Autodesk Inc 2.51
Zebra Technologies Corp Class A 2.44
Bilibili Inc Class Z 2.01
Shopify Inc Registered Shs -A- Subord Vtg 1.23
JD.com Inc Ordinary Shares - Class A 1.04
Manhattan Associates Inc 0.69
Sika AG 0.69
5 Me gusta
3522

Top50 Holdings de fondos Quality Growth y Growth 5★ Morningstar

Security Name Weighting
Microsoft Corp 8.41
Amazon.com Inc 5.1
ASML Holding NV 4.82
Visa Inc Class A 4.27
Novo Nordisk A/S Class B 3.28
Alphabet Inc Class A 3.27
Adobe Inc 3.17
Nike Inc Class B 3.1
Mastercard Inc Class A 3.08
LVMH Moet Hennessy Louis Vuitton SE 3.05
Intuit Inc 2.89
Alphabet Inc Class C 2.88
Meta Platforms Inc Class A 2.41
Lonza Group Ltd 2.16
NVIDIA Corp 2.13
Accenture PLC Class A 2.01
Thermo Fisher Scientific Inc 1.9
PayPal Holdings Inc 1.86
The Estee Lauder Companies Inc Class A 1.77
Essilorluxottica 1.76
Apple Inc 1.69
Nestle SA 1.69
L’Oreal SA 1.61
Shopify Inc Registered Shs -A- Subord Vtg 1.58
Adyen NV 1.53
Charles Schwab Corp 1.52
Edwards Lifesciences Corp 1.49
Sika AG 1.45
Tencent Holdings Ltd 1.4
Tesla Inc 1.38
AIA Group Ltd 1.34
Danaher Corp 1.32
Netflix Inc 1.26
SAP SE 1.2
Zoetis Inc Class A 1.18
IDEXX Laboratories Inc 1.14
Dassault Systemes SE 1.1
Roche Holding AG 1.04
S&P Global Inc 1.04
DSV AS 1.03
The Walt Disney Co 1.02
Diageo PLC 1.02
adidas AG 1.02
Philip Morris International Inc 0.98
Intuitive Surgical Inc 0.97
Linde PLC 0.97
Taiwan Semiconductor Manufacturing Co Ltd ADR 0.97
Chocoladefabriken Lindt & Spruengli AG 0.94
Schneider Electric SE 0.9
Booking Holdings Inc 0.89
11 Me gusta
3523

Posiblemente a muchas empresas growth les quede por delante un duro tramo de bajada de sus cotizaciones.

3524

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image640×1015 60 KB

8 Me gusta
3525

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image883×472 31.7 KB

IIPR cayó un 7,5% ayer, el yield a este precio supera el 4%.

Algo de info sobre la caída:

https://www.businesswire.com/news/home/20220414005821/en/

2 Me gusta
3527

No sé si he entendido bien todo tu mensaje por cuando dices “de Microsoft para arriba”, la tabla está ordenada por predicción de retorno anualizado.

Charter, Henkel, y Unilever tienen PER entre 12 y 17 (rombo azul).

3528

Llevas mas razon que un santo y he metido la pata, lo he leido completamente al reves y pensaba que la grafica en vez de annualized return expresaba el PER. mejor quitar el comentario…gracias por hacermelo ver. Error total

3529

jejeje, el comentario deberia ser al contrario, de microsoft para arriba quitando OTIS y VISA y añadiendo Bank of America y Comcast con esos PER y projection de annualized return tienen buena pinta, siguiendo mi argumento. Todo al reves por no leer el grafico correctamente. Gracias por la correccion.

3530

Entiendo entonces que el rombo rojo es el PER actual y el azul el esperado, aunque no me cuadran bien las cifras porque en el grafico el PER actual de Unilever dice ser de aprox el 12 o 13% y el esperado por debajo del 10% pero el PER actual de Unilever esta en el 17,5% por lo que he visto.
Y en Charter actualmente esta en 22 o 23.
Me he perdido

3531

Nono, rombo azul PER actual, rojo creo que es el PER que se marcan como de salida (solo he visto la gráfica, lo pone en la leyenda). Los porcentajes de arriba solo aplican al forecasted expected return, son los de abajo los que corresponden al PER.

2 Me gusta
3532 
Star Rating: ★★★★★
Moat: Narrow | Wide

FV: Fair Value (M*)
FV Q: Fair Value Quantitative (M*)
PT: Price Target (Consenso)
Exchange Ticker Title Sector P/FV P/PT P/FV Q Moat Star Rating Uncertainty Stewardship Forward PE Price/Forward Earnings 5-Yr PEG Ratio
NASDAQ GRUB Just Eat Takeaway.com NV ADR Consumer Cyclical 0.2 - 0.33 Narrow ★★★★★ High Exemplary -7.92 - -
XAMS TKWY Just Eat Takeaway.com NV Consumer Cyclical 0.22 0.41 0.33 Narrow ★★★★★ High Exemplary -8.05 189.71 -
XETR DHER Delivery Hero SE Consumer Cyclical 0.31 0.42 0.37 Narrow ★★★★★ High Standard -7.46 - -
NYSE TWLO Twilio Inc Class A Communication Services 0.36 0.42 0.44 Narrow ★★★★★ Very High Exemplary -344.83 1451.12 -
NYSE PINS Pinterest Inc Communication Services 0.37 0.57 0.51 Narrow ★★★★★ Very High Standard 19.96 - 0.57
XPAR WLN Worldline SA Technology 0.39 0.53 0.47 Narrow ★★★★★ Medium Standard 13.74 32.75 0.69
NYSE RNG RingCentral Inc Class A Technology 0.39 0.46 0.51 Narrow ★★★★★ High Exemplary 61.73 182.48 1.48
NYSE PLTR Palantir Technologies Inc Ordinary Shares - Class A Technology 0.4 0.8 0.52 Narrow ★★★★★ High Exemplary 65.36 - 1.7
NYSE ATUS Altice USA Inc Class A Communication Services 0.42 0.59 0.52 Narrow ★★★★★ High Poor 7.94 31.23 1.42
NYSE RBLX Roblox Corp Ordinary Shares - Class A Communication Services 0.42 0.6 0.54 Narrow ★★★★★ High Exemplary 98.04 - 2.31
OTCPK TCEHY Tencent Holdings Ltd ADR Communication Services 0.43 - 0.57 Wide ★★★★★ High Exemplary 22.83 31.82 1.35
HKSE 700 Tencent Holdings Ltd Communication Services 0.45 - 0.57 Wide ★★★★★ High Exemplary 23.26 31.92 1.37
NYSE UBER Uber Technologies Inc Technology 0.45 0.55 0.61 Narrow ★★★★★ Very High Standard -102.04 - -
XETR CON Continental AG Consumer Cyclical 0.45 0.69 0.57 Narrow ★★★★★ High Standard 9.81 13.12 0.26
TPE 2454 MediaTek Inc Technology 0.46 0.63 0.64 Narrow ★★★★★ High Standard 10.38 20.43 0.89
NYSE YUMC Yum China Holdings Inc Consumer Cyclical 0.49 0.72 0.64 Wide ★★★★★ Medium Standard 24.21 32.25 1.16
NYSE SAM Boston Beer Co Inc Class A Consumer Defensive 0.49 0.7 0.52 Narrow ★★★★★ Medium Exemplary 23.36 36.53 1.03
XPAR UBI Ubisoft Entertainment Communication Services 0.5 0.62 0.65 Narrow ★★★★★ High Exemplary 16.03 37.32 1.41
MIL NEXI Nexi SpA Technology 0.51 0.53 0.62 Narrow ★★★★★ Medium Standard 16.29 - -
NYSE BWA BorgWarner Inc Consumer Cyclical 0.51 0.73 0.68 Narrow ★★★★★ High Standard 8.95 10.86 0.64
NASDAQ OKTA Okta Inc A Technology 0.51 0.65 0.65 Narrow ★★★★★ High Exemplary -114.94 4500.0 -
NASDAQ ETSY Etsy Inc Consumer Cyclical 0.52 0.57 0.61 Wide ★★★★★ High Standard 30.21 67.5 1.13
NASDAQ FB Facebook Inc Class A Communication Services 0.53 - 0.6 Wide ★★★★★ High Exemplary 16.18 24.69 1.14
NYSE BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 0.53 0.09 0.59 Wide ★★★★★ High Exemplary 11.12 25.11 -
OTCPK BMWYY Bayerische Motoren Werke AG ADR Consumer Cyclical 0.54 - 0.64 Narrow ★★★★★ High Standard 5.12 7.78 0.25
OTCPK IMBBY Imperial Brands PLC ADR Consumer Defensive 0.54 1.1 0.77 Wide ★★★★★ Medium Poor 6.83 8.25 2.13
NASDAQ JD JD.com Inc ADR Consumer Cyclical 0.54 0.1 0.64 Wide ★★★★★ High Exemplary 28.25 58.79 1.04
NYSE HBI Hanesbrands Inc Consumer Cyclical 0.54 0.69 0.69 Narrow ★★★★★ Medium Standard 7.75 10.22 1.23
XETR BMW Bayerische Motoren Werke AG Consumer Cyclical 0.55 - 0.64 Narrow ★★★★★ High Standard 5.15 7.77 0.25
HKSE 9988 Alibaba Group Holding Ltd Ordinary Shares Consumer Cyclical 0.55 - 0.59 Wide ★★★★★ High Exemplary 11.36 - -
XPAR ALO Alstom SA Industrials 0.56 0.58 0.56 Narrow ★★★★★ Medium Standard 11.17 19.05 0.75
NASDAQ SWKS Skyworks Solutions Inc Technology 0.56 0.66 0.66 Narrow ★★★★★ High Exemplary 10.19 14.89 0.83
TPE 2330 Taiwan Semiconductor Manufacturing Co Ltd Technology 0.57 0.69 0.76 Wide ★★★★★ Medium Exemplary 18.59 20.13 1.11
NYSE TME Tencent Music Entertainment Group ADR Communication Services 0.57 0.12 0.52 Narrow ★★★★★ High Standard 13.46 - 1.14
LSE IMB Imperial Brands PLC Consumer Defensive 0.57 0.82 0.77 Wide ★★★★★ Medium Poor 6.68 8.17 2.09
NASDAQ PEGA Pegasystems Inc Technology 0.57 0.58 0.68 Narrow ★★★★★ High Standard 107.53 231.13 1.26
XETR KGX KION GROUP AG Industrials 0.57 0.6 0.6 Narrow ★★★★★ Medium Standard 11.34 15.29 0.54
NYSE TSM Taiwan Semiconductor Manufacturing Co Ltd ADR Technology 0.58 - 0.76 Wide ★★★★★ Medium Exemplary 18.8 21.35 1.13
NYSE PII Polaris Inc Consumer Cyclical 0.58 0.74 0.81 Wide ★★★★★ High Exemplary 10.35 15.41 0.9
HKSE 2382 Sunny Optical Technology (Group) Co Ltd Technology 0.58 - 0.63 Narrow ★★★★★ High Standard 19.8 27.08 0.64
TSE 4452 Kao Corp Consumer Defensive 0.59 0.8 0.72 Wide ★★★★★ Medium Standard 19.92 24.9 1.89
NYSE VNT Vontier Corp Ordinary Shares Technology 0.59 0.69 0.68 Narrow ★★★★★ Medium Standard 8.03 - 1.03
NYSE CRM Salesforce.com Inc Technology 0.59 0.64 0.69 Wide ★★★★★ Medium Standard 40.49 61.77 2.02
HKSE 1099 Sinopharm Group Co Ltd H Healthcare 0.6 0.88 0.61 Narrow ★★★★★ Medium Standard 7.65 10.59 -
HKSE 2313 Shenzhou International Group Holdings Ltd Consumer Cyclical 0.6 - 0.68 Narrow ★★★★★ Medium Exemplary 23.04 25.84 0.71
NYSE BBWI Bath & Body Works Inc Consumer Cyclical 0.61 - 0.7 Narrow ★★★★★ Medium Standard 10.99 12.74 1.13
XETR HEN Henkel AG & Co KGaA Consumer Defensive 0.61 0.79 0.71 Narrow ★★★★★ Low Standard 13.79 15.73 0.84
XETR HEN3 Henkel AG & Co KGaA Pfd Shs - Non-voting Consumer Defensive 0.61 0.79 0.71 Narrow ★★★★★ Low Standard 13.81 17.33 0.84
HKSE 941 China Mobile Ltd Communication Services 0.61 - 0.87 Narrow ★★★★★ Medium Poor 7.55 10.05 2.27
NASDAQ BIIB Biogen Inc Healthcare 0.62 0.85 0.64 Wide ★★★★★ High Standard 13.74 11.74 7.94
NASDAQ GRFS Grifols SA ADR Healthcare 0.63 - 0.68 Narrow ★★★★★ Medium Standard 8.72 14.89 1.48
OTCPK BASFY Basf SE ADR Basic Materials 0.63 0.21 0.77 Narrow ★★★★★ Medium Standard 9.03 13.82 0.63
NYSE EFX Equifax Inc Industrials 0.64 0.75 0.86 Wide ★★★★★ Medium Exemplary 25.13 24.33 1.86
XMAD ITX Industria De Diseno Textil SA Consumer Cyclical 0.64 - 0.72 Narrow ★★★★★ Medium Exemplary 17.86 24.79 0.49
HKSE 1972 Swire Properties Ltd Real Estate 0.65 - 0.72 Narrow ★★★★★ Low Standard 14.6 17.52 1.53
NYSE BUD Anheuser-Busch InBev SA/NV ADR Consumer Defensive 0.65 - 0.82 Wide ★★★★★ Medium Exemplary 18.18 19.81 1.19
XMAD GRF.P Grifols SA B Healthcare 0.65 0.45 0.68 Narrow ★★★★★ Medium Standard 8.83 14.9 1.49
TSE 2269 Meiji Holdings Co Ltd Consumer Defensive 0.65 0.87 0.83 Narrow ★★★★★ Medium Standard 14.37 17.16 4.71
NYSE WSM Williams-Sonoma Inc Consumer Cyclical 0.66 0.82 0.72 Narrow ★★★★★ Medium Standard 10.28 14.69 1.23
NYSE FTV Fortive Corp Technology 0.66 0.71 0.8 Narrow ★★★★★ Medium Exemplary 18.76 22.82 1.64
NYSE PHG Koninklijke Philips NV ADR Healthcare 0.66 - 0.75 Narrow ★★★★★ Medium Standard 16.53 20.25 3.02
XBRU ABI Anheuser-Busch InBev SA/NV Consumer Defensive 0.68 0.77 0.82 Wide ★★★★★ Medium Exemplary 18.42 19.8 1.2
XPAR SW Sodexo Industrials 0.7 0.79 0.85 Narrow ★★★★★ Medium Standard 15.7 20.0 0.32
9 Me gusta
3533 
Star Rating: ★★★★
Moat: Wide
Stewardship: Standard | Exemplary
Forward PE > 0
Uncertainty: Low | Medium | High

FV: Fair Value (M*)
FV Q: Fair Value Quantitative (M*)
PT: Price Target (Consenso)
Exchange Ticker Title Sector P/FV P/PT P/FV Q Moat Star Rating Uncertainty Stewardship Forward PE Price/Forward Earnings 5-Yr PEG Ratio
NASDAQ TER Teradyne Inc Technology 0.62 0.75 0.73 Wide ★★★★ High Standard 22.12 21.3 2.05
NASDAQ LRCX Lam Research Corp Technology 0.63 0.65 0.71 Wide ★★★★ High Exemplary 11.72 15.21 0.86
OTCPK FANUY Fanuc Corp ADR Industrials 0.64 0.0 0.79 Wide ★★★★ High Exemplary 21.98 39.3 1.1
NASDAQ MELI MercadoLibre Inc Consumer Cyclical 0.67 0.66 0.75 Wide ★★★★ High Exemplary 147.06 524.77 1.71
NYSE MAS Masco Corp Industrials 0.68 224.5 0.85 Wide ★★★★ Medium Standard 11.95 16.52 1.34
NASDAQ ADBE Adobe Inc Technology 0.68 0.75 0.82 Wide ★★★★ Medium Exemplary 30.58 37.07 1.82
XPAR SAF Safran SA Industrials 0.69 0.8 0.88 Wide ★★★★ Medium Standard 28.17 25.64 0.99
NYSE VEEV Veeva Systems Inc Class A Healthcare 0.7 0.75 0.8 Wide ★★★★ Medium Standard 47.62 71.44 2.73
NASDAQ INTC Intel Corp Technology 0.7 0.85 0.8 Wide ★★★★ High Standard 13.24 12.3 2.65
NASDAQ GOOGL Alphabet Inc Class A Communication Services 0.7 0.73 0.87 Wide ★★★★ High Exemplary 21.83 26.57 0.88
NASDAQ GOOG Alphabet Inc Class C Communication Services 0.71 0.73 0.87 Wide ★★★★ High Exemplary 21.93 26.51 0.88
NASDAQ BIDU Baidu Inc ADR Communication Services 0.71 0.09 0.75 Wide ★★★★ High Standard 16.64 20.29 0.89
XSWX BAER Julius Baer Gruppe AG Financial Services 0.71 0.73 0.71 Wide ★★★★ High Exemplary 9.38 12.02 3.35
NASDAQ TROW T. Rowe Price Group Inc Financial Services 0.71 0.9 0.71 Wide ★★★★ Medium Exemplary 10.8 14.89 2.83
NYSE ZBH Zimmer Biomet Holdings Inc Healthcare 0.72 0.95 0.83 Wide ★★★★ Medium Exemplary 19.23 17.56 2.75
NYSE GWRE Guidewire Software Inc Technology 0.72 0.83 0.83 Wide ★★★★ Medium Standard 909.09 151.98 28.56
NYSE NOW ServiceNow Inc Technology 0.72 0.74 0.86 Wide ★★★★ Medium Exemplary 68.97 83.11 2.26
OTCPK JBAXY Julius Baer Gruppe AG ADR Financial Services 0.73 0.16 0.71 Wide ★★★★ High Exemplary 9.84 11.96 3.51
OTCPK EADSY Airbus SE ADR Industrials 0.74 0.19 1.02 Wide ★★★★ High Standard 20.08 24.36 1.34
NASDAQ MKTX MarketAxess Holdings Inc Financial Services 0.74 0.75 0.82 Wide ★★★★ High Exemplary 35.84 54.0 2.61
NYSE BLK BlackRock Inc Financial Services 0.74 0.79 0.82 Wide ★★★★ Medium Exemplary 17.06 18.4 2.27
NASDAQ AMZN Amazon.com Inc Consumer Cyclical 0.74 0.74 1.06 Wide ★★★★ High Exemplary 53.48 81.76 2.77
TSE 6954 Fanuc Corp Industrials 0.75 0.77 0.79 Wide ★★★★ High Exemplary 22.37 39.34 1.12
NASDAQ ASML ASML Holding NV ADR Technology 0.75 0.81 0.87 Wide ★★★★ Medium Exemplary 32.57 33.54 2.4
NYSE WFC Wells Fargo & Co Financial Services 0.75 0.76 0.87 Wide ★★★★ Medium Standard 12.45 13.76 4.79
NASDAQ SBUX Starbucks Corp Consumer Cyclical 0.75 0.73 0.84 Wide ★★★★ Medium Exemplary 23.7 28.46 2.08
NASDAQ GILD Gilead Sciences Inc Healthcare 0.76 0.87 0.91 Wide ★★★★ Medium Standard 9.41 10.07 0.52
NYSE TYL Tyler Technologies Inc Technology 0.76 0.77 0.93 Wide ★★★★ Medium Standard 54.05 53.07 3.43
TSE 6645 OMRON Corp Technology 0.76 0.75 0.73 Wide ★★★★ High Exemplary 19.19 1.3
NYSE BTI British American Tobacco PLC ADR Consumer Defensive 0.77 1.12 0.89 Wide ★★★★ Medium Standard 9.26 10.56
NYSE DIS The Walt Disney Co Communication Services 0.77 0.7 0.81 Wide ★★★★ High Standard 30.49 37.18 1.02
NYSE MMM 3M Co Industrials 0.77 0.88 0.87 Wide ★★★★ Medium Standard 14.16 19.05 2.03
NYSE K Kellogg Co Consumer Defensive 0.78 1.0 0.95 Wide ★★★★ Medium Standard 16.72 15.66 2.74
NASDAQ MCHP Microchip Technology Inc Technology 0.79 0.69 0.9 Wide ★★★★ Medium Exemplary 12.48 16.01 0.86
XPAR AIR Airbus SE Industrials 0.79 0.72 1.02 Wide ★★★★ High Standard 20.58 24.4 1.38
ASX BXB Brambles Ltd Industrials 0.79 1.21 0.94 Wide ★★★★ Medium Exemplary 17.83 19.82
NASDAQ CMCSA Comcast Corp Class A Communication Services 0.79 0.78 0.84 Wide ★★★★ Medium Standard 13.37 15.62 0.98
NASDAQ MSFT Microsoft Corp Technology 0.79 0.75 0.87 Wide ★★★★ Medium Exemplary 25.77 27.82 1.91
TSE 6383 Daifuku Co Ltd Industrials 0.8 0.77 0.83 Wide ★★★★ High Exemplary 23.92 1.77
LSE ULVR Unilever PLC Consumer Defensive 0.8 0.72 0.94 Wide ★★★★ Low Standard 16.0 20.31 2.65
NYSE UL Unilever PLC ADR Consumer Defensive 0.8 0.94 0.94 Wide ★★★★ Low Standard 16.0 20.36 2.65
NASDAQ AMAT Applied Materials Inc Technology 0.8 0.68 0.79 Wide ★★★★ High Exemplary 13.97 14.7 1.7
XAMS ASML ASML Holding NV Technology 0.8 0.75 0.87 Wide ★★★★ Medium Exemplary 32.89 33.54 2.43
NYSE ABB ABB Ltd ADR Industrials 0.81 0.84 0.96 Wide ★★★★ Medium Standard 19.88 20.07 0.28
NASDAQ KLAC KLA Corp Technology 0.81 0.72 0.87 Wide ★★★★ High Exemplary 13.76 15.81 1.29
NYSE TRU TransUnion Industrials 0.81 0.78 0.91 Wide ★★★★ Medium Exemplary 23.47 27.61 1.77
TSE 6506 YASKAWA Electric Corp Industrials 0.82 0.82 0.87 Wide ★★★★ High Standard 23.87 33.14 1.63
OTCPK EXPGY Experian PLC ADR Industrials 0.82 0.76 0.98 Wide ★★★★ Medium Standard 24.15 27.66 1.54
NYSE ECL Ecolab Inc Basic Materials 0.82 0.87 0.94 Wide ★★★★ Medium Exemplary 33.67 32.42 3.06
NYSE EMR Emerson Electric Co Industrials 0.82 0.83 0.96 Wide ★★★★ Medium Standard 18.52 20.31 1.72
NYSE WU The Western Union Co Financial Services 0.82 0.93 0.81 Wide ★★★★ High Standard 9.68 10.76 2.57
NYSE JPM JPMorgan Chase & Co Financial Services 0.83 0.8 0.85 Wide ★★★★ Medium Exemplary 11.26 12.58
OHEL KNEBV KONE Oyj Class B Industrials 0.83 0.83 0.86 Wide ★★★★ Low Exemplary 24.45 26.97 3.71
ASX WBC Westpac Banking Corp Financial Services 0.83 0.97 0.82 Wide ★★★★ High Standard 15.85 13.24
LSE LSEG London Stock Exchange Group PLC Financial Services 0.83 0.89 Wide ★★★★ Medium Exemplary 26.53 28.24 3.35
NYSE IFF International Flavors & Fragrances Inc Basic Materials 0.84 0.8 0.88 Wide ★★★★ Medium Standard 22.32 21.85 4.49
LSE BATS British American Tobacco PLC Consumer Defensive 0.84 0.85 0.89 Wide ★★★★ Medium Standard 9.17 10.53
XSWX ABBN ABB Ltd Industrials 0.84 0.8 0.96 Wide ★★★★ Medium Standard 20.33 20.07 0.29
OSTO ASSA B Assa Abloy AB Class B Industrials 0.84 0.88 0.98 Wide ★★★★ Medium Standard 22.03 22.68 1.6
NYSE MDT Medtronic PLC Healthcare 0.85 0.87 0.93 Wide ★★★★ Medium Standard 18.87 19.27 2.48
LSE EXPN Experian PLC Industrials 0.85 0.59 0.98 Wide ★★★★ Medium Standard 24.1 27.57 1.53
NASDAQ HON Honeywell International Inc Industrials 0.85 0.89 0.96 Wide ★★★★ Medium Exemplary 22.83 21.25 2.03
NYSE ALLE Allegion PLC Industrials 0.85 0.78 0.95 Wide ★★★★ Medium Standard 19.08 21.23 1.76
XSWX SCHN Schindler Holding AG Industrials 0.85 0.87 0.88 Wide ★★★★ Low Standard 23.81 26.54
NASDAQ ADSK Autodesk Inc Technology 0.86 0.69 0.88 Wide ★★★★ Medium Exemplary 29.07 67.19 1.72
NYSE GGG Graco Inc Industrials 0.86 0.81 0.96 Wide ★★★★ Medium Standard 24.27 27.64 2.62
NYSE BK Bank of New York Mellon Corp Financial Services 0.86 0.79 0.81 Wide ★★★★ Medium Standard 10.27 11.88 1.15
OTCPK RHHBY Roche Holding AG ADR Healthcare 0.86 0.13 1.19 Wide ★★★★ Low Exemplary 18.45 15.14 3.03
TSE 2914 Japan Tobacco Inc Consumer Defensive 0.86 0.93 0.88 Wide ★★★★ Medium Standard 13.28 12.16 49.18
NYSE USB U.S. Bancorp Financial Services 0.86 0.87 0.91 Wide ★★★★ Medium Exemplary 12.03 13.15
XETR G1A GEA Group AG Industrials 0.87 0.86 0.87 Wide ★★★★ Medium Standard 18.94 20.23 0.79
TSE 7309 Shimano Inc Consumer Cyclical 0.87 0.8 0.89 Wide ★★★★ Medium Standard 19.08 4.31
NYSE GSK GlaxoSmithKline PLC ADR Healthcare 0.87 2.57 1.02 Wide ★★★★ Medium Standard 14.79 13.73 2.15
NYSE MCO Moody’s Corporation Financial Services 0.88 0.87 0.98 Wide ★★★★ Medium Exemplary 27.4 25.67 2.74
TSE 6465 Hoshizaki Corp Industrials 0.88 0.92 0.87 Wide ★★★★ Medium Standard 28.9 30.4 2.44
XSWX ROG Roche Holding AG Healthcare 0.88 0.96 1.19 Wide ★★★★ Low Exemplary 18.73 15.14 3.07
NYSE BF.B Brown-Forman Corp Class B Consumer Defensive 0.89 0.97 1.12 Wide ★★★★ Medium Exemplary 34.97 34.08 3.67
NYSE CLX Clorox Co Consumer Defensive 0.9 1.04 0.93 Wide ★★★★ Low Exemplary 26.11 25.33 6.42
NYSE CPB Campbell Soup Co Consumer Defensive 0.91 1.02 0.98 Wide ★★★★ Medium Standard 16.18 16.0 4.77
LSE GSK GlaxoSmithKline PLC Healthcare 0.91 0.98 1.02 Wide ★★★★ Medium Standard 14.73 13.62 2.14
OTCPK RBGLY Reckitt Benckiser Group PLC ADR Consumer Defensive 0.95 0.24 1.08 Wide ★★★★ Low Standard 20.37 20.06 2.91
LSE RKT Reckitt Benckiser Group PLC Consumer Defensive 0.98 0.89 1.08 Wide ★★★★ Low Standard 19.92 19.8 2.85
LSE KYGA Kerry Group PLC Class A Consumer Defensive 0.88 0.81 0.95 Wide ★★★★ Low Exemplary 24.39 26.17 3.13
11 Me gusta
3534

Que te apuestas a que acierto a comprar la que menos sube/mas baja de toda esa lista :wink:

3 Me gusta
3535

Todo es ponerse, yo me veo con fuerzas también

4 Me gusta
3536

Es lo que se llama compounders inversas :rofl::rofl:

1 me gusta
3537

Es otra manera de nombrar al Concurso cazadividendos 2022 :rofl: