{"id":7723,"date":"2022-02-18T12:00:08","date_gmt":"2022-02-18T11:00:08","guid":{"rendered":"https:\/\/prepro.gestionpatrimonios.com\/?p=7117"},"modified":"2022-05-09T14:30:24","modified_gmt":"2022-05-09T14:30:24","slug":"gestion-cartera-asignacion-tactica-global","status":"publish","type":"post","link":"https:\/\/gpmsv.com\/gestionpatrimonios\/gestion-cartera-asignacion-tactica-global\/","title":{"rendered":"GESTION CARTERA ASIGNACI\u00d3N T\u00c1CTICA GLOBAL"},"content":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8232″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text]<\/p>\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n\n\n\n\n
Tipo de inversi\u00f3n<\/b><\/td>\nGesti\u00f3n Discrecional de Carteras<\/td>\n<\/tr>\n
Tipo de gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n Alternativa<\/td>\n<\/tr>\n
Categor\u00eda<\/b><\/td>\nGestion global<\/td>\n<\/tr>\n
Mandato de Gesti\u00f3n<\/strong><\/td>\nGesti\u00f3n de Patrimonios Mobiliarios SV SA<\/td>\n<\/tr>\n
Depositario de efectivo<\/strong><\/td>\nInteractive Brokers<\/td>\n<\/tr>\n
Depositario de valores<\/strong><\/td>\nInteractive Brokers<\/td>\n<\/tr>\n
Inversi\u00f3n m\u00ednima<\/strong><\/td>\n10.000 \u20ac<\/td>\n<\/tr>\n
Comisi\u00f3n de gesti\u00f3n\u00a0anual<\/b><\/td>\n1,20 %<\/td>\n<\/tr>\n
Comisi\u00f3n de revalorizaci\u00f3n<\/strong><\/td>\n0,00 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Usted no tiene permiso para ver este formulario.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=\u00bbstretch_row_content\u00bb css=\u00bb.vc_custom_1645011226347{padding-right: 15% !important;padding-left: 15% !important;}\u00bb][vc_column][vc_tta_tabs shape=\u00bbsquare\u00bb active_section=\u00bb1″][vc_tta_section title=\u00bbM\u00c1S INFORMACI\u00d3N\u00bb tab_id=\u00bb1645009859672-458db431-39c9″][vc_row_inner][vc_column_inner width=\u00bb2\/6″][vc_column_text] <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
L\u00edmites m\u00e1ximos y restricciones<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Exposici\u00f3n por activo (m\u00e1ximo)<\/strong><\/td>\n25 %<\/td>\n<\/tr>\n
Exposici\u00f3n Divisa no Euro<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Volatilidad anualizada(maximo)<\/strong><\/td>\n9 %<\/td>\n<\/tr>\n
Derivados<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Apalancamiento<\/strong><\/td>\nSi<\/td>\n<\/tr>\n
Posiciones bajistas<\/strong><\/td>\nSI<\/td>\n<\/tr>\n<\/tbody>\n
Rentabilidad – Riesgo Anual Esperado<\/strong<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Rentabilidad esperada<\/strong><\/td>\n<\/tr>\n
M\u00e1ximo Drawdown esperado<\/strong><\/td>\n-14 %<\/td>\n<\/tr>\n
Volatilidad anualizada esperada<\/strong><\/td>\n9 %<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n\n\n\n\n\n
Productos utilizados <\/strong><\/th>\n<\/tr>\n<\/thead>\n
Productos no complejos<\/strong><\/td>\nSI<\/td>\n<\/tr>\n
Productos complejos<\/strong><\/td>\nDerivados(CFDs)<\/td>\n<\/tr>\n
Universo de inversi\u00f3n y referencia<\/strong><\/th>\n<\/tr>\n
Derivados(Futuros)<\/strong><\/td>\nCFD<\/td>\n<\/tr>\n<\/tbody>\n
Perfil de Riesgo<\/strong><\/th>\n<\/tr>\n<\/thead>\n
Muy arriesgado<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text][vc_btn title=\u00bbDescargar ficha\u00bb align=\u00bbcenter\u00bb skin=\u00bbprimary\u00bb link=\u00bburl:https%3A%2F%2Fgestionpatrimonios.com%2Fwp-content%2Fuploads%2F2021%2F05%2FFicha-gestion-CARTERA-GLOBAL-JLORENZO-1.pptx\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb4\/6″][vc_column_text]<\/p>\n

Descripci\u00f3n de la Estrategia<\/h2>\n

El objetivo de la cartera es que de forma s\u00f3lida y a largo plazo consigamos la mayor rentabilidad con el menos riesgo o volatilidad posible diversificando tanto en
\ntipos de clases de activos, como en distintos mercados y sectores a trav\u00e9s de varios sistemas des correlacionados entre s\u00ed, que nos permitir\u00e1n alcanzar el objetivo de batir al mercado con mucha menos volatilidad y con menores drawdowns en nuestra cartera.<\/p>\n

Se trata de una asignaci\u00f3n t\u00e1ctica de activos llevada a cabo a trav\u00e9s de ETFs, invertiremos en Renta Fija, Renta Variable y Oro en funci\u00f3n del momentum en el que se encuentren estas clases de activos haciendo rebalanceos para tener la cartera lo mejor preparada posible para aprovechar la fuerza y tendencias alcistas cuando corresponda y minimizar los drawdowns y la volatilidad.<\/p>\n

Los porcentajes de partida de la cartera ser\u00e1n: 40% Renta Fija, 40% Renta Variable y 20% Oro.<\/p>\n

La diversificaci\u00f3n entre distintas clases de activos hace que el modelo de gesti\u00f3n supere muy bien los posibles drawdowns que se produzcan en el mercado.<\/p>\n

Control de la volatilidad a la hora de asignar los pesos de los activos consigue que nos adaptemos muy bien a la situaci\u00f3n global del mercado en casa momento.<\/p>\n

El factor Momentum y dual momento aplicado a los sistemas que utilizaremos nos ayuda a sacar el mayor partido posible a las tendencias alcistas del mercado.<\/p>\n

CAGR (RENTABILIDAD ANUALIZADA) = 13,6%
\nM\u00c1XIMO DRAWDOWN = 11,2%
\nVOLATILIDAD ANUALIZADA = 7,5%
\nPor este motivo, para ser prudentes establecemos unos objetivos de rentabilidad de entre un 12% anual, con una volatilidad esperada de un 9% y un drawdown m\u00e1ximo esperado de un -14%.<\/p>\n

Adem\u00e1s, el benchmark al cu\u00e1l buscaremos batir es la cartera cl\u00e1sica de Jack Bogle 60-40, es decir 60% RV y 40% RF cuyos resultados desde 1978 son 11% de rentabilidad anualizada y un m\u00e1ximo drawdown de -27%.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][vc_tta_section title=\u00bbRENTABILIDADES\u00bb tab_id=\u00bb1645009859673-c1b01d0b-3ce0″][vc_row_inner][vc_column_inner][vc_column_text]wpDataChart with provided ID not found![\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_tta_section][\/vc_tta_tabs][\/vc_column][\/vc_row][vc_row][vc_column width=\u00bb1\/2″][\/vc_column][vc_column width=\u00bb1\/2″][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_row_inner][vc_column_inner width=\u00bb1\/2″][vc_single_image image=\u00bb8232″ img_size=\u00bblarge\u00bb alignment=\u00bbcenter\u00bb label=\u00bb\u00bb][\/vc_column_inner][vc_column_inner width=\u00bb1\/2″][vc_column_text] Tipo de inversi\u00f3n Gesti\u00f3n Discrecional de Carteras Tipo de gesti\u00f3n Gesti\u00f3n Alternativa Categor\u00eda Gestion global Mandato de Gesti\u00f3n Gesti\u00f3n de Patrimonios Mobiliarios SV SA Depositario de efectivo Interactive Brokers Depositario de valores Interactive Brokers Inversi\u00f3n m\u00ednima 10.000 \u20ac Comisi\u00f3n de gesti\u00f3n\u00a0anual 1,20 % Comisi\u00f3n de revalorizaci\u00f3n 0,00 % […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[17],"tags":[],"featured_image_src":{"landsacpe":false,"list":false,"medium":false,"full":false},"yoast_head":"\nGESTION CARTERA ASIGNACI\u00d3N T\u00c1CTICA GLOBAL - 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