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https://docs.google.com/spreadsheets/d/1fXpkbEtFtN1_kt6UVaOKbzXq0sBSwi4zYXbSHnv8MoU/edit#gid=0
| Método de inversión | 2023 (mar) | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | % Rentabil. anual promedio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SMART BETA - R2 | -1,2 | -16,3 | 28,1 | -11,5 | 17,1 | -5,9 | 19,2 | 21,5 | -2,3 | 15,3 | 29,3 | 12,3 | 2,9 | 15 | 0,3 | 23,3 | 8,6 | 15,8 | 11,8 |
| CARTERA ALCISTA | 2,5 | -11,8 | 17,2 | 6,4 | 17,6 | 13,6 | 15,9 | 41,9 | 4,3 | -0,5 | 46,2 | 7,2 | 8,8 | 2,2 | 60,9 | 9,1 | 6,1 | 34,7 | 18,2 |
| CARTERA RESISTENTE | 0,8 | -14,5 | 11,1 | 11,7 | 9,7 | 1,8 | 33,9 | -2,5 | -5,8 | 12,6 | 32,6 | -15,1 | 19,2 | 1,3 | 22,2 | 18,7 | 23,1 | 14,6 | 11,8 |
| CARTERA DISCRECIONAL | -2,1 | 1,3 | |||||||||||||||||
| SUPERFONDOS | 1,3 | -13,5 | 25,6 | 16,3 | 16,9 | 10,8 | 13,5 | 15,8 | 9,2 | 32,7 | 48,1 | 14,5 | -13,8 | 22,5 | 30,6 | -0,9 | 20,7 | 23,9 | 17,9 |
| 3 ETFS | -0,3 | 2,7 | 29 | 15,3 | 13,6 | 4,6 | 14,3 | 0,4 | -8,8 | 12,2 | 22 | -0,6 | -0,8 | 2,7 | 23,6 | 0 | 52,2 | 26,5 | 12,7 |
| ESTADO | Valor | Nombre completo | Fecha entrada | Precio entrada | Peso sobre total | Fecha salida | Precio en curso o cerrado | Beneficio inc. dividendos | Dividendos | Fechas dividendos | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abierta | KURA | Kura Oncology Inc Common | 18-sept.-2020 | 29,935 | 7,5% | 30,05 | 0,33% | ||||
| Abierta | SRAX | SRAX Inc A Common | 9-sept.-2020 | 3,04 | 6,3% | 2,74 | -9,92% | ||||
| Abierta | FRGI | Fiesta Restaurant Group Inc Common | 9-sept.-2020 | 12,17 | 7,6% | 9,83 | -19,28% | ||||
| Abierta | CYD | China Yuchai International Ltd Common | 8-sept.-2020 | 16,82 | 10,8% | 18,01 | 7,02% | ||||
| Abierta | HOFT | Hooker Furniture Corp Common | 4-sept.-2020 | 28,377 | 9,0% | 27,33 | -3,74% | ||||
| VENDIDA | ARCB | ArcBest Corp Common | 12-ago.-2020 | 33,3 | 4,9% | 22-sept.-2020 | 29,39 | -11,79% | |||
| Cerrada | STN | Stantec Inc Common | 14-jul.-2020 | 31,85 | 7,8% | 18-sept.-2020 | 30,79 | -3,38% | |||
| Abierta | CELH | Celsius Holdings Inc Common | 2-jun.-2020 | 8,89 | 6,6% | 21,92 | 146,52% | ||||
| Abierta | TRVN | Trevena Inc Common | 27-may.-2020 | 1,459 | 17,6% | 2,6 | 78,15% | ||||
| Cerrada | PDLI | PDL BioPharma Inc Common | 27-may.-2020 | 3,33 | 8,6% | 14-jul.-2020 | 2,70 | -18,97% | |||
| Cerrada | SBBP | Strongbridge Biopharma plc Common | 27-may.-2020 | 3,79 | 7,7% | 9-sept.-2020 | 2,90 | -23,51% | |||
| Abierta | STKL | Sunopta Inc Common | 27-may.-2020 | 4,22 | 16,3% | 7,17 | 69,86% | ||||
| Cerrada | RENN | Renren Inc ADR | 27-may.-2020 | 4,81 | 4,8% | 12-ago.-2020 | 2,58 | -46,52% | |||
| Abierta | CALX | Calix Inc Common | 27-may.-2020 | 12,98 | 14,3% | 19,15 | 47,48% | ||||
| Cerrada | ECOM | ChannelAdvisor Corp Common | 27-may.-2020 | 14,12 | 10,2% | 8-sept.-2020 | 13,97 | -1,13% | |||
| Cerrada | NERV | Minerva Neurosciences Inc Common | 27-may.-2020 | 14,52 | 3,0% | 2-jun.-2020 | 4,15 | -71,47% | |||
| Cerrada | CYBE | CyberOptics Corp Common | 27-may.-2020 | 32,63 | 10,5% | 4-sept.-2020 | 31,50 | -3,51% | |||
| Cerrada | NVMI | Nova Measuring Instruments Ltd Common | 27-may.-2020 | 47,84 | 10,1% | 9-sept.-2020 | 48,02 | 0,33% | |||
| Cerrada | KREF | KKR Real Estate Finance Trust Inc Common | 4-feb.-2020 | 21,17 | 28-feb.-2020 | 20,00 | -5,60% | ||||
| Cerrada | TFSL | TFS Financial Corp Common | 3-feb.-2020 | 20,49 | 28-feb.-2020 | 20,59 | 0,44% | ||||
| Cerrada | AGYS | Agilysys Inc Common | 28-ene.-2020 | 30,22 | 28-feb.-2020 | 30,56 | 1,08% | ||||
| Cerrada | ARD | Ardagh Group SA A Common | 10-ene.-2020 | 20,34 | 26-feb.-2020 | 18,21 | -10,52% | ||||
| Cerrada | NFJ | AllianzGI NFJ Dividend Interest & Premium CEF | 4-dic.-2019 | 12,90 | 26-feb.-2020 | 12,60 | -0,64% | 1,74% | 3ene | ||
| Cerrada | TG | Tredegar Corp Common | 8-nov.-2019 | 21,43 | 28-ene.-2020 | 21,26 | -0,30% | 0,55% | 1Ene | ||
| Cerrada | SRCE | 1st Source Corp Common | 21-oct.-2019 | 49,90 | 10-ene.-2020 | 50,32 | 1,33% | 0,58% | 15/nov | ||
| Cerrada | TBC | 30-sept.-2019 | 27,80 | 8-nov.-2019 | 26,90 | -3,20% | |||||
| Cerrada | BMCH | BMC Stock Holdings Inc Common | 30-ago.-2019 | 25,80 | 4-feb.-2020 | 28,85 | 11,76% | ||||
| Cerrada | SJW | SJW Group Common | 30-ago.-2019 | 67,49 | 28-feb.-2020 | 62,24 | -7,03% | 0,79% | 2/dic, 2/mar | ||
| Cerrada | SPXC | SPX Corp Common | 30-ago.-2019 | 38,30 | 25-feb.-2020 | 48,73 | 27,17% | ||||
| Cerrada | FBC | 30-ago.-2019 | 36,37 | 4-dic.-2019 | 36,20 | -0,42% | 0,11% | 16Dic | |||
| Cerrada | MAIN | Main Street Capital Corp Common | 30-ago.-2019 | 44,10 | 26-feb.-2020 | 39,47 | -8,37% | 2,19% | 11Dic, 20Dic, 15Ene, 14Feb, 13/mar | ||
| Cerrada | BEP | Brookfield Renewable Partners LP Unit | 30-ago.-2019 | 37,60 | 28-feb.-2020 | 47,78 | 29,11% | 2,10% | 31Dic, 30Mar | ||
| Cerrada | LPG | Dorian LPG Ltd Common | 30-ago.-2019 | 10,74 | 3-feb.-2020 | 13,10 | 21,91% | ||||
| Cerrada | BTZ | BlackRock Credit Allocation Income CEF | 30-ago.-2019 | 13,76 | 28-feb.-2020 | 13,75 | 3,82% | 3,95% | 30/sep, 31/oct, 30/nov, 19/dic, 9 Ene, 28Feb, | ||
| Cerrada | HGH | 30-ago.-2019 | 28,98 | 21-oct.-2019 | 28,81 | -0,63% | |||||
| Cerrada | CYTK | 30-ago.-2019 | 14,32 | 30-sept.-2019 | 11,31 | -21,12% | |||||
| Cerrada | MGEE | 20-ago.-2019 | 76,02 | 28-ago.-2019 | 74,93 | -1,45% | |||||
| Cerrada | CYTK | 20-ago.-2019 | 13,99 | 28-ago.-2019 | 13,61 | -2,80% | |||||
| Cerrada | FBC | 20-ago.-2019 | 36,05 | 28-ago.-2019 | 35,05 | -2,80% | |||||
| Cerrada | IRT | 20-ago.-2019 | 13,53 | 28-ago.-2019 | 13,98 | 3,21% | |||||
| Cerrada | TLK | 20-ago.-2019 | 31,19 | 28-ago.-2019 | 30,74 | -1,48% | |||||
| Cerrada | AY | 20-ago.-2019 | 23,62 | 28-ago.-2019 | 23,98 | 1,45% | |||||
| Cerrada | BEP | 20-ago.-2019 | 37,00 | 28-ago.-2019 | 37,45 | 1,19% | |||||
| Cerrada | AHH | 20-ago.-2019 | 17,52 | 28-ago.-2019 | 17,17 | -2,06% | |||||
| Cerrada | LPG | 20-ago.-2019 | 9,87 | 28-ago.-2019 | 9,75 | -1,32% | |||||
| Cerrada | FLY | 20-ago.-2019 | 17,95 | 28-ago.-2019 | 20,06 | 11,69% | |||||
| Cerrada | IRT | 9-ago.-2019 | 13,18 | 19-ago.-2019 | 13,43 | 1,78% | |||||
| Cerrada | FWONA | 9-ago.-2019 | 39,38 | 19-ago.-2019 | 39,26 | -0,34% | |||||
| Cerrada | JRVR | 9-ago.-2019 | 48,30 | 19-ago.-2019 | 50,45 | 4,42% | |||||
| Cerrada | SNCR | 9-ago.-2019 | 8,93 | 19-ago.-2019 | 8,73 | -2,35% | |||||
| Cerrada | AY | 9-ago.-2019 | 23,42 | 19-ago.-2019 | 23,55 | 0,49% | |||||
| Cerrada | SNDX | 9-ago.-2019 | 10,04 | 19-ago.-2019 | 10,65 | 5,96% | |||||
| Cerrada | BLDP | 9-ago.-2019 | 4,57 | 19-ago.-2019 | 4,39 | -4,26% | |||||
| Cerrada | AHH | 9-ago.-2019 | 17,35 | 19-ago.-2019 | 17,47 | 0,64% | |||||
| Cerrada | HASI | 9-ago.-2019 | 28,50 | 19-ago.-2019 | 27,29 | -4,27% | |||||
| Cerrada | REPH | 9-ago.-2019 | 11,33 | 19-ago.-2019 | 10,79 | -4,87% | |||||
| Cerrada | UTL | 6-jun.-2019 | 58,56 | 8-ago.-2019 | 57,69 | -1,50% | |||||
| Cerrada | DENN | 6-jun.-2019 | 20,27 | 8-ago.-2019 | 22,25 | 9,71% | |||||
| Cerrada | NGL | 6-jun.-2019 | 15,04 | 8-ago.-2019 | 13,49 | -10,40% | |||||
| Cerrada | IRT | 6-jun.-2019 | 11,30 | 8-ago.-2019 | 13,17 | 16,42% | |||||
| Cerrada | VVI | 5-jun.-2019 | 63,95 | 8-ago.-2019 | 67,64 | 5,76% | |||||
| Cerrada | SIGI | 5-jun.-2019 | 73,26 | 8-ago.-2019 | 79,00 | 7,83% | |||||
| Cerrada | CWST | 5-jun.-2019 | 39,34 | 8-ago.-2019 | 46,34 | 17,77% | |||||
| Cerrada | FLY | 5-jun.-2019 | 17,21 | 8-ago.-2019 | 16,80 | -2,43% | |||||
| Cerrada | ELP | 5-jun.-2019 | 12,39 | 8-ago.-2019 | 12,79 | 3,11% | |||||
| Cerrada | TFSL | 5-jun.-2019 | 17,58 | 8-ago.-2019 | 17,64 | 0,27% | |||||
| Cerrada | DHT | 15-may.-2019 | 5,90 | 3-jun.-2019 | 5,54 | -6,21% | |||||
| Cerrada | SOJB | 1-may.-2019 | 25,42 | 3-jun.-2019 | 25,66 | 0,91% | |||||
| Cerrada | FRO | 23-abr.-2019 | 8,14 | 3-jun.-2019 | 7,79 | -4,41% | |||||
| Cerrada | GHC | 18-abr.-2019 | 703,05 | 3-jun.-2019 | 680,49 | -3,21% | |||||
| Cerrada | NEO | 15-mar.-2019 | 19,82 | 3-jun.-2019 | 21,77 | 9,77% | |||||
| Cerrada | CAE | 15-mar.-2019 | 21,72 | 3-jun.-2019 | 25,55 | 17,60% | |||||
| Cerrada | GIL | 5-feb.-2019 | 34,22 | 3-jun.-2019 | 36,00 | 5,17% | |||||
| Cerrada | AAT | 5-feb.-2019 | 43,24 | 3-jun.-2019 | 45,54 | 5,30% | |||||
| Cerrada | EPRT | 5-feb.-2019 | 16,00 | 3-jun.-2019 | 21,28 | 32,92% | |||||
| Cerrada | FTS | 5-feb.-2019 | 35,90 | 3-jun.-2019 | 37,82 | 5,32% | |||||
| Cerrada | BATRK | 5-feb.-2019 | 27,51 | 14-may.-2019 | 26,85 | -2,43% | |||||
| Cerrada | LEE | 13-mar.-2019 | 3,60 | 1-may.-2019 | 2,81 | -22,31% | |||||
| Cerrada | OFG | 5-feb.-2019 | 19,80 | 23-abr.-2019 | 18,59 | -6,16% | |||||
| Cerrada | GTY | 5-feb.-2019 | 33,02 | 18-abr.-2019 | 31,38 | -5,01% | |||||
| Cerrada | CRNT | 5-feb.-2019 | 4,65 | 15-mar.-2019 | 3,58 | -23,31% | |||||
| Cerrada | AMPH | 5-feb.-2019 | 22,86 | 15-mar.-2019 | 20,53 | -10,25% | |||||
| Cerrada | PLAB | 5-feb.-2019 | 10,84 | 13-mar.-2019 | 9,42 | -13,19% |