Luis G.

  • Las de los niños las hice a final de abril. Ya les han devuelto la retención de los dividendos del San, mientras pienso qué hacer con esas pedazo acciones de calidad óptima.
    Su venta no generaría plusvalías > 1800€ (en la peque incluso hay pérdidas) así que voy pensando con calma.
    La más pesada ha sido mi declaración, donde pongo todo. Desde…[Leer más]

  • Este año me falló el gestor, así que me ha tocado hacer esta desagradable (no hay otro epíteto) tarea.
    Con la ayuda de las magníficas guías de Luis, pude hacer el 720 y ahora la renta. También gracias a Ruindog, que me ha resuelto duda de los informes fiscales de IB.
    Este año:
    Casilla de dividendos: 029.
    Casillas de compra-venta acciones: [Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 5 meses, 3 semanas

    The 3-month Treasury has now inverted with the 10-year Treasury. You earn essentially the same yield pledging your money for three months as you do for ten years. That is a strong FORWARD signal of a recession looming.

    Europe may already have tipped. The German manufacturing print this morning was shockingly weak. I believe German bonds are now…[Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 5 meses, 3 semanas

    The Consumer Staples sector is looking pretty pricey again! I carry 17 companies on my watch list that I classify here: CHD, CL, CLX, COST, DEO, GIS, HRL, HSY, KMB, KO, MKC, NSRGY, PEP, PG, SYY, UL, WMT. Note that a few of these are retail/distributors, not manufacturers. Classify those separately if you prefer. 🙂

    The median P/E based on…[Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 5 meses, 3 semanas

    Acerca de GIS:

    “Solid earnings, a beat-and-raise…That said, I’m less thrilled with the report than the headline would suggest. Looking at their segments, NA Retail is down in volume, flat in sales. Convenience/Foodservice is down in volume, up 3% in sales. Europe & Australia is down in volume and down in sales, even before forex. Asia and Latin…[Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 6 meses

    Pongo juntos, los últimos movimientos de su cartera. Si bien los suele comentar en hilos de Chowder, ahora los explica mejor en el que ha creado acerca de su patrimonio. El enlace lo puse recientemente. Pego los comentarios por si un día decide borrar todo otra vez.

    1.- “Trade executed on February 26:

    * Sold out of SBUX at $71, aside from 100 s…[Leer más]

  • Luis G. ha respondido al debate Filososofía Chowder en el foro Estrategia hace 6 meses

    “I am going to advise my son this week on how to manage his portfolio. Keep in mind he has no interest in following the market … zero, niltch, nada.

    How do you advise someone like this? It’s simple actually and maybe a concept people who do follow their investments should use.

    I’m telling him to look at the companies he owns, currently he owns…[Leer más]

  • Luis G. ha respondido al debate Filososofía Chowder en el foro Estrategia hace 6 meses

    Vende KHC en la cartera de su hijo. Cambia por AWK t BF-B (Alcohol).

    “I see where S&P has put KHC on credit notice, thinking of taking it down to BBB-. I decided to cut my losses in this portfolio and put the money elsewhere.

    Sold KHC and placed the proceeds into BF.B and AWK.”

     

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 6 meses, 1 semana

    “Recent moves in a “young folk” portfolio (IRA) that I advise: Sell SBUX, Add HD. I see this as a step up in quality (now that SBUX has increased its leverage) as well as a step up in yield/valuation. It is possible that SBUX has the stronger growth prospects, but I’m not convinced of that. Especially if the chairman/founder gets involved with…[Leer más]

  • Otro que vende sus KHC. Por debajo de 32$.

    En este caso el dinero no ha ido a gran calidad o empresas seguras, sino a una apuesta: CVS. Calidad credicia S&P BBB y un total de 2% de la cartera tras esta compra (ya la tenía).

    Veremos en 2-3 años.

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    https://www.investopedia.com/terms/r/requiredminimumdistribution.asp

    What is a Required Minimum Distribution – RMD

    A required minimum distribution is the amount that owners of a traditional, SEP or SIMPLE IRA account and qualified plan participants must begin withdrawing from their retirement accounts by April 1 following the year they…[Leer más]

  • ” I have no interest whatsoever in the RMD discussion and I turn 69 in two months

    Queda Chowder para rato, y si fuera adolescente imberbe, todavía más 😂😂

  • “I will make moves in this young folk portfolio I wouldn’t dream of doing in other portfolios, trimming D is an excellent example.+

    By the way, the trims were $1K each, a trim, not a crew cut, and the buys were $1K each. Not the end of the world.”

    […]

    “When I started this portfolio out, I had 3 questions that needed to be answered.

    1. How…[Leer más]

  • Del hilo de younger folks de Chowder. Pone el CAGR y la puntación SSD.

    “I sorted by CAGR to make it easier to spot the safety targets at higher CAGR values. The CAGR’s listed are for a 20 year period.
    I hope you find something of interest.

    Stock*** CAGR********Safety
    MA****** 31.26% **** MA 98
    V******** 26.93% **** V 98
    UNH***** 24.09% **** UNH…[Leer más]

  • Ventas parciales en la cartera de su hijo. Vende empresas en máximos y compra de menor RPD pero mayor potencial de crecimiento.

    “Allow me to blow some minds! In my son’s Roth Ira where no new cash is going in because he’s limited in what he can contribute, I am making some moves.

    I have orders placed to trim D, DUK, O, PG and VZ.

    I am going to…[Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 6 meses, 2 semanas

    “HRL may be the most overvalued stock in my portfolio at this time (having sold MKC).

    It trades at 23.8x FY19 estimates, which is another way of saying that each dollar I have invested is expected to earn just 4.2% over the coming year. This is towards the upper end of the valuation range from the last three years, Morningstar sees it as 21%…[Leer más]

  • El perfil de Luis G. fue actualizado hace 6 meses, 2 semanas

  • Otro con el que puedes contar 👍🏻

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 6 meses, 2 semanas

    Y acaba de vender ROCHE y con el dinero aumentar la posición en Novartis. La razón, esta:

    https://www.roche.com/investors/faq_investors/major_shareholders.htm

    NVS tiene 33% de las acciones de Roche.

    “Sold RHHBY, bought NVS with most of the proceeds. I dislike closely controlled companies, and definitely prefer to avoid layered risk. This k…[Leer más]

  • Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 6 meses, 2 semanas

    If I were to trim back to 20-25, I would start with my largest positions. (They are intentionally largest.) JNJ, DIS, AAPL, PG, MMM, MDT, KMB, CVS, UNP, MSFT, INTC, CSCO, HON, UTX, UL, SYY.Might add DEO, NVS, and NSRGY to that. Would need to choose one REIT (likely O) and two utilities (NEE and ???).

    ETN? Nope, not enough of a moat.
    NKE? Nope,…[Leer más]

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