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#211

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Pintos

Bueno, pues te doy yo mi opinión personal.

1.- ¿Por qué tanta ponderación de la RF? Yo particularmente estoy reduciendo la exposición desde el 20% que tenía en cartera. Mi apuesta es que los tipos de interes tienen que subir y aunque la RF es para protección y rebalanceo, no paro de leer que hay una burbuja de RF. Prefiero permanecer en liquidez esa parte de la cartera, asumiendo el coste de oportunidad y la inflacción.

2.- En la parte de renta variable, metería algo de emergentes.

Y contestando tus preguntas concretas:

  • ¿Son los fondos adecuados para la idea que en principio tengo?

Sí, son los "típicos" de este tipo de carteras.

  • ¿Conviene sustituir alguno de los Vanguard por otra gestora y no sólo por eliminar el riesgo de gestora?

Depende del importe de la cartera. A mayor importe, mejor diversificar, aunque solo sea a efectos sicológicos.

  • ¿Los pesos que he metido en Europa tanto en RV como en RF son adecuados? ¿Y con las SC?

Los pesos es algo muy personal. Yo tengo sobreponderado Europa precisamente por lo que dices, vivimos, gastamos y cobramos en euros. SC no sé qué es

  • Visto que las duraciones de las carteras de los dos fondos de RF son similares, ¿es conveniente meter una parte en menores duraciones como por ejemplo el Short-Term IE00BH65QK91?

En coherencia con lo que he dicho al principio, puestos a tener RF en cartera, mejor cuanto más corto sea la madurez de los activos contenidos en ella. Aunque ese fondo va a rendir muy poco o nada.

Saludos.

2 recomendaciones
#212

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Zappa

Muchas gracias por la aportación Witten. Los fondos mixtos me los planteaba como una especie de dinero disponible en un plazo de varios años, dejando la RV como núcleo duro a largo plazo sin tocar. El Sextant lo había pensado aunque como trabajo con R4 no quería pagar la comisión de custodia. MI intención es llegar a un 50-60%% de patrimonio en la cartera propuesta o con las modificaciones que me has hecho tan acertadamente. Gracias de nuevo y Felices Fiestas :-)

#213

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

eltiofilo

Gracias por tu respuesta @pintos. En el caso de la RF esa es mi ponderación porque soy muy conservador, procedo de los depósitos y prefiero un rendimiento menor pero estable. La verdad es que ahora casi cualquier activo que mires está en máximos y parece una burbuja.

Respecto al tema de los emergentes sí que tengo pensado ir aportando algo cuando la cartera vaya cogiendo más entidad, ahora con la aportación inicial no va a dar para tanto. Con SC quería decir small caps.

Gracias por tu ayuda, felices fiestas.

#214

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Fernandelx

Garrigasait para el inicio de 2018 reduce al 25% la exposición a renta variable en el Koala. Los que vamos con fondos value con horizonte de más de 5 años, sabemos que debemos pasar el pico y ver la vuelta de ciclo. Es otro final de año en el que surge la duda de hasta cuándo va a aguantar esto. ¿Alguno de vosotros rebalanceais vuestras carteras de fondos, ante riesgos macro o con la alta convicción en la gestión de vuestros fondos de autor ni os preocupais?

#215

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Gcrge

A ver q OS parece mi cartera. Solo llevo unos meses....

-- Renta 4 renta fija corto plazo...48%

-- Mg Prudente Allocation...18%

--True Value...15%

--Renta 4 Valor Relativo...14%

--Allianz Strategy 50...5%

 

Gracias

#216

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Z80140417

Buenas tardes

Os dejo mi cartera para que me hagáis observaciones de cara a 2018

Mi perfil es moderadamente agresivo , mi horizonte de jubilacion es en 10 años  y pretendo duplicar y algo mas el capital en ese periodo

Tramito aportaciones mensuales  a los fondos 

True Value .......37%

Bestinfond.......25%

Japan Deep Value....10%

Sextant Gran Large....13%

Liquidez Cash..........15%

Mi idea para terminar de perfilarla es traspasar de Bestinfond un 10% más al Sextant pues según veo de muchos comentarios el ciclo alcista no será eterno y es probable que 2018 tenga caídas significativas 

Muchas gracias por vuestras aportaciones 

 

 

 

 

 

#217

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Dogan

Buenas tardes y Feliz navidad!!

Me he decidido a invertir mis ahorros y agradecería mucho si me pudierais echar una mano.

Mi perfil de inversión es tolerante, tengo 27 años, trabajo estable y costes fijos mensuales por debajo del 20% de mi salario. Mi intención es ir aportando entorno al 50% de mi salario mientras la falta de cargas familiares me lo permita. 

Mi cartera es la siguiente:

- Renta 4 bolsa......... 33%

- True value...............33%

- Vanguard Global stk idx Eur - Ins.... 26%

- Vanguard Global Bnd idx - Ins..........7%

 

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} else if (capturingElement != null && (capturingElement instanceof Window || parent.Window && capturingElement instanceof parent.Window || capturingElement === document || capturingElement.URL != null && capturingElement.body != null || capturingElement.nodeName != null && (capturingElement.nodeName.toLowerCase() == "body" || capturingElement.nodeName.toLowerCase() == "document"))) { window.pbreason = 'Blocked a new window opened with URL: ' + openWndArguments[0] + ' because it was triggered by the ' + capturingElement.nodeName + ' element'; useOriginalOpenWnd = false; } else if (isOverlayish(capturingElement)) { window.pbreason = 'Blocked a new window opened when clicking on an element that seems to be an overlay'; useOriginalOpenWnd = false; } else { useOriginalOpenWnd = true; } ///////////////////////////////////////////////////////////////////////////////// ///////////////////////////////////////////////////////////////////////////////// // Block if a full screen was just initiated while opening this url. ///////////////////////////////////////////////////////////////////////////////// var fullScreenElement = document.webkitFullscreenElement || document.mozFullscreenElement || document.fullscreenElement; if (new Date().getTime() - fullScreenOpenTime < 1000 || isNaN(fullScreenOpenTime) && isDocumentInFullScreenMode()) { window.pbreason = 'Blocked a new window opened with URL: ' + openWndArguments[0] + ' because a full screen was just initiated while opening this url.'; /* JRA REMOVED if (window[script_params.fullScreenFnKey]) { window.clearTimeout(window[script_params.fullScreenFnKey]); } */ if (document.exitFullscreen) { document.exitFullscreen(); } else if (document.mozCancelFullScreen) { document.mozCancelFullScreen(); } else if (document.webkitCancelFullScreen) { document.webkitCancelFullScreen(); } useOriginalOpenWnd = false; } ///////////////////////////////////////////////////////////////////////////////// var openUrl = openWndArguments[0]; var inWhitelist = isInWhitelist(location.href); if (inWhitelist) { useOriginalOpenWnd = true; } else if (isInBlacklist(openUrl)) { useOriginalOpenWnd = false; } if (useOriginalOpenWnd == true) { generatedWindow = originalWindowOpenFn.apply(this, openWndArguments); // save the window by name, for latter use. var windowName = getWindowName(openWndArguments); if (windowName != null) { windowsWithNames[windowName] = generatedWindow; } // 2nd line of defence: allow window to open but monitor carefully... ///////////////////////////////////////////////////////////////////////////////// // Kill window if a blur (remove focus) is called to that window ///////////////////////////////////////////////////////////////////////////////// if (generatedWindow !== window) { (function () { var openTime = new Date().getTime(); var originalWndBlurFn = generatedWindow.blur; generatedWindow.blur = function () { if (new Date().getTime() - openTime < 1000 && !inWhitelist /* one second */) { window.pbreason = 'Blocked a new window opened with URL: ' + openWndArguments[0] + ' because a it was blured'; generatedWindow.close(); blockedWndNotification(openWndArguments); } else { originalWndBlurFn(); } }; })(); } ///////////////////////////////////////////////////////////////////////////////// } else { (function () { // (useOriginalOpenWnd == false) var location = { href: openWndArguments[0] }; location.replace = function (url) { location.href = url; }; generatedWindow = { close: function close() { return true; }, test: function test() { return true; }, blur: function blur() { return true; }, focus: function focus() { return true; }, showModelessDialog: function showModelessDialog() { return true; }, showModalDialog: function showModalDialog() { return true; }, prompt: function prompt() { return true; }, confirm: function confirm() { return true; }, alert: function alert() { return true; }, moveTo: function moveTo() { return true; }, moveBy: function moveBy() { return true; }, resizeTo: function resizeTo() { return true; }, resizeBy: function resizeBy() { return true; }, scrollBy: function scrollBy() { return true; }, scrollTo: function scrollTo() { return true; }, getSelection: function getSelection() { return true; }, onunload: function onunload() { return true; }, print: function print() { return true; }, open: function open() { return this; }, opener: window, closed: false, innerHeight: 480, innerWidth: 640, name: openWndArguments[1], location: location, document: { location: location } }; copyMissingProperties(window, generatedWindow); generatedWindow.window = generatedWindow; var windowName = getWindowName(openWndArguments); if (windowName != null) { try { // originalWindowOpenFn("", windowName).close(); windowsWithNames[windowName].close(); } catch (err) {} } var fnGetUrl = function fnGetUrl() { var url = void 0; if (!(generatedWindow.location instanceof Object)) { url = generatedWindow.location; } else if (!(generatedWindow.document.location instanceof Object)) { url = generatedWindow.document.location; } else if (location.href != null) { url = location.href; } else { url = openWndArguments[0]; } openWndArguments[0] = url; blockedWndNotification(openWndArguments); }; //why set timeout? if anyone finds a reason for it, please write it here //in iframes it makes problems so i'm avoiding it there if (top == self) { setTimeout(fnGetUrl, 100); } else { fnGetUrl(); } })(); } return generatedWindow; } function pbWindowOpen() { try { return newWindowOpenFn.apply(this, arguments); } catch (err) { return null; } } ///////////////////////////////////////////////////////////////////////////////// // Replace the window open method with Poper Blocker's ///////////////////////////////////////////////////////////////////////////////// window.open = pbWindowOpen; ///////////////////////////////////////////////////////////////////////////////// ////////////////////////////////////////////////////////////////////////////////////////////////////////// // Monitor dynamic html element creation to prevent generating <a> elements with click dispatching event ////////////////////////////////////////////////////////////////////////////////////////////////////////// HTMLElement.prototype.appendChild = function () { var newElement = originalAppendChildFn.apply(this, arguments); if (newElement.nodeName == 'IFRAME' && newElement.contentWindow) { try { var code = '(function () {\n var pb_blacklist = ' + JSON.stringify(pb_blacklist) + ';\n var pb_whitelist = ' + JSON.stringify(pb_whitelist) + ';\n ' + inject.toString() + ';\n inject();\n })();'; var s = document.createElement('script');s.text = code; newElement.contentWindow.document.body.appendChild(s); } catch (e) {} } return newElement; }; document.createElement = function () { var newElement = originalCreateElementFn.apply(document, arguments); if (arguments[0] == "a" || arguments[0] == "A") { (function () { timeSinceCreateAElement = new Date().getTime(); var originalDispatchEventFn = newElement.dispatchEvent; newElement.dispatchEvent = function (event) { if (event.type != null && ('' + event.type).toLocaleLowerCase() == "click") { if (!isInWhitelist(newElement.href)) { window.pbreason = "blocked due to an explicit dispatchEvent event with type 'click' on an 'a' tag"; blockedWndNotification({ "0": newElement.href }); return true; } } return originalDispatchEventFn.call(this, event); }; lastCreatedAElement = newElement; })(); } return newElement; }; ///////////////////////////////////////////////////////////////////////////////// ///////////////////////////////////////////////////////////////////////////////// // Block artificial mouse click on frashly created <a> elements ///////////////////////////////////////////////////////////////////////////////// document.createEvent = function () { try { if (arguments[0].toLowerCase().includes("mouse") && new Date().getTime() - timeSinceCreateAElement <= 50) { //block if the origin is not same var isSelfDomain = false; try { var openUrlDomain = new URL(lastCreatedAElement.href).hostname; var topUrl = window.location != window.parent.location ? document.referrer : document.location.href; var topDomain = new URL(topUrl).hostname; isSelfDomain = openUrlDomain == topDomain; } catch (e) {} if (lastCreatedAElement.href.trim() && !isInWhitelist(lastCreatedAElement.href) && !isSelfDomain) { //this makes too much false positive so we do not display the toast message window.pbreason = 'Blocked because \'a\' element was recently created and ' + arguments[0] + ' event was created shortly after'; arguments[0] = lastCreatedAElement.href; blockedWndNotification({ "0": lastCreatedAElement.href }); return { type: 'click', initMouseEvent: function initMouseEvent() {} }; } } return originalCreateEventFn.apply(document, arguments); } catch (err) {} }; ///////////////////////////////////////////////////////////////////////////////// ///////////////////////////////////////////////////////////////////////////////// // Monitor full screen requests ///////////////////////////////////////////////////////////////////////////////// function onFullScreen(isInFullScreenMode) { if (isInFullScreenMode) { fullScreenOpenTime = new Date().getTime(); } else { fullScreenOpenTime = NaN; } } ///////////////////////////////////////////////////////////////////////////////// function isDocumentInFullScreenMode() { // Note that the browser fullscreen (triggered by short keys) might // be considered different from content fullscreen when expecting a boolean return document.fullScreenElement && document.fullScreenElement !== null || // alternative standard methods document.mozFullscreenElement != null || document.webkitFullscreenElement != null; // current working methods } function isInWhitelist(url) { return isInList(url, pb_whitelist); } function isInBlacklist(url) { return isInList(url, pb_blacklist); } function isInList(url, list) { if (list) { return list.some(function (li) { return new RegExp("https?://(www\.|.*\.)?" + li + "+").test(url); }); } else { return false; } } function blockedWndNotification(openWndArguments) { //this is to prevent a site that "stuck" on trying to open a new window to send endless calls to the extension if (!lastBlockTime || lastBlockTime < Date.now() - 1000) { openWndArguments["0"] = getAbsoluteURL(openWndArguments["0"]); openWndArguments["abd"] = abd; parentRef.postMessage({ type: "blockedWindow", args: JSON.stringify(openWndArguments) }, parentOrigin); } lastBlockTime = Date.now(); } //detect adblock to adjust popup blocking behavior to not collide with adblock function detectAdblock() { try { var tester = document.createElement('div'); tester.innerHTML = '&nbsp;'; tester.className = 'adsbox'; tester.style.cssText = "position:absolute;top-1000px;left:-1000px;"; document.body.appendChild(tester); window.setTimeout(function () { if (tester.offsetHeight === 0) { abd = true; } tester.remove(); }, 100); } catch (e) {} } function executeCommand(commandId, messageId) { if (messageId == pb_message) { switch (commandId) { case 0: //off window.open = originalWindowOpenFn; document.createElement = originalCreateElementFn; document.createEvent = originalCreateEventFn; HTMLElement.prototype.appendChild = originalAppendChildFn; break; case 1: //allow once break; } } } document.addEventListener("fullscreenchange", function () { onFullScreen(document.fullscreen); }, false); document.addEventListener("mozfullscreenchange", function () { onFullScreen(document.mozFullScreen); }, false); document.addEventListener("webkitfullscreenchange", function () { onFullScreen(document.webkitIsFullScreen); }, false); document.addEventListener('DOMContentLoaded', function () { detectAdblock(); }, false); (function () { window.pbExternalCommand = function (commandId, messageId) { executeCommand(commandId, messageId); }; })(); }; inject(); })();

Me podéis recomendar fondos para estabilizar y diversificar la que será  mi primera cartera de inversión?

Un saludo

#218

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Artax

Desde la escena de Erin Brockovich con los numeros no había visto ni leído nada similar..

#219

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Nglopez

Después de unas semanas aprendiendo sobre fondos, mi primera cartera de renta variable me la planteo de la siguiente forma con 2000€ iniciales:

- Con BNP - Vanguard Global Stock Index Fund Investor EUR Accumulation (IE00B03HCZ61) 40%

- Con BNP - Amundi Index Solutions - Amundi Index MSCI EMU AE-C (LU0389811372) 40%

- Con Renta4 - True Value 20%

Después haría aportaciones mensuales.

Normalmente lo que veo en las carteras de la gente es un SP500, uno de Europa y un emergentes y/o Japan. Teniendo en cuenta que el global tiene un 9% de Japon y que el 60% es de USA, veo mejor el global de cara a mayor diversificación en lugar de meter un SP500. Por otra parte, tengo la duda de si meter emergentes o no porque bien es cierto que el global carece de este tipo de países en las 5 primeras posiciones.

Con True Value, busco aumentar un poco más la rentabilidad cubriendo small-mid caps a nivel global y con el Amundi, incrementar el peso de Europa que en el global solo tiene un 11%. 

Todos estos comentarios son desde la perspectiva de una novata total así que se admiten sugerencias :)

Muchas gracias a todos los que colaboran en el foro porque se aprende un montón!

#220

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Guillermo 22

Buenas, voy a poner mi cartera para el 2018. Admito sugerencias de cambios...

True Value FI - 25%

Morgan Stanley Investment Global Opportunity Fund A - 16,5%

Magallanes European Equity E FI - 16,5%

Bellevue Funds (Lux) BB Entrepreneur Europe Small B - 16,5%

T. Rowe Price US Large Cap Growth EQ - 14,5%

Fidelity Global Technology A (EUR) - 11%

1 recomendaciones
#221

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Calagurritano

Muchas Gracias Witten,

Abusando de tu amabilidad que agrupaciones o sustituciones me aconsejarias para mi cartera de cara al 2018. Cartera para muy largo plazo. Ordenados por ponderacion, los fondos que forman la cartera a dia de hoy son:

- AzValor Internacional

- Renta 4 Valor Relativo

- Renta 4 Pegasus

- Pareturn Cartesio Income

- True Value

- Capital Group New Perspective Fund

- Magallanes European

- Dws Deutchland LC

- Robecco Bp Global Premium Equities D

- Algar global Fund

- Groupama Avenir Europe NC

- Pictec Robotics Hp

- Magallanes Microcaps

- Argos capital

 

Me gustaria concentar mas el numero de fondos de cara a este 2018. Alguno que agrupariais o alguno que sustituriais por algo que mejore la diversificacion. Dentro de la plataforma renta 4

 

Muchas gracias.

1 recomendaciones
#222

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

dancantong

Hola Witten, no sé si viste mi mensaje de respuesta. ¿Podrías indicarme algún fondo como alternativa al MSF Meridian European Smaller Companies, Threadneedle American Smaller Companies y M&G Global Dividend, dentro de las mismas categorías? Por diversificación de gestoras prefiero sustituirlos por otros nuevos que incorporarlos a los que ya tengo.

Por supuesto, acepto propuestas de cualquier otro forero.

Muchas gracias y felices fiestas a todos.

#223

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

#224

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

arep2450

Hola Fernandelx, buena pregunta...me rondaba en la cabeza lanzar la misma. Yo personalmente la estrategia que tengo pensado seguir es no realizar mas aportaciones salvo correcciones importantes 20-30%, a partir de ahi cuanto mas caiga mas aportación (veremos si cuando me vea al borde del precipicio..sigo tan seguro de mi mismo), pero por el momento los dejo estancados no meto más ni voy a rebalancear. Mi idea es aprovechar estas caídas para aportar a los fondos mas descompensados, puedes ver en mi cartera que tengo 4 principales en los que "confío" más en la gestión y tienen el grueso de mi cartera, después otros más rezagados que he ido conociendo poco a poco y contratando con cantidades inferiores. Es díficil supongo que tambíen hay que ver cada fondo por separado, puedes ver true value subir continuamente mientras azvalor internacional no se mueve en un año.

Entiendo que lo ideal sería aportar lo máximo posible al principio de un ciclo alcista y ir disminuyendo a medida que se acerca la posibilidad de una recesión

bueno, voy a dejar de pensar en alto y mejor que algún forero experimentado nos de unas pinceladas de como es mejor actuar.

un saludo a todos y felices fiestas!

1 recomendaciones
#225

Re: Carteras de fondos de inversión Rankianos para el 2018: análisis, comparaciones, cambios, consultas...

Fondosmanuel

Hola Xinin, Felices Fiestas, me gustaria saber como has obtenido el X-Ray de tu cartera en Morningstar, yo no he sido capaz de encontrarla. Gracias.

 

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