CARTERA CONSERVADORA

gap wal-mart copec chile alfa

-0.42% -0.95% 0.53% 1.57% -0.05%
1.16% 1.49% -0.36% -1.61% -0.30%
-2.31% 1.55% 0.25% -0.41% 0.15%
-1.90% -1.04% -1.86% -0.37% -1.25%
-2.93% -0.11% -1.73% -2.27% -1.87%
-0.22% 0.38% -0.23% -0.69% 4.02%
1.41% 1.43% -1.13% -0.12% -1.14%
0.46% -0.48% -0.50% 0.09% 1.95%
-0.25% 1.35% 2.33% 1.91% 1.47%
2.16% 2.84% -5.84% -6.40% 0.87%
1.33% -1.38% 3.22% 3.10% 3.70%
-1.77% -1.83% -1.84% -0.32% -1.53%
0.85% 0.33% 0.17% -2.64% -1.27%
0.62% -3.89% -5.82% 1.64% -2.43%
0.82% 1.21% 2.07% -0.60% -0.63%
1.28% 2.99% 2.73% -0.09% 0.39%
1.83% -3.93% -0.23% 1.04% 1.27%
4.79% -0.23% -0.57% 1.34% 0.97%
0.09% 0.91% -0.58% -1.32% -2.01%
0.21% -0.11% 1.04% -0.92% -0.10%
0.43% 0.81% -3.18% -0.16% -1.03%
0.09% -0.69% -4.91% -0.09% 0.00%
-0.41% 2.44% 0.69% -1.57% 2.77%
1.31% 0.95% 8.13% 4.52% -2.02%
1.79% -0.87% 0.69% 0.43% 2.16%
0.41% 0.31% -0.86% -0.75% 4.27%
0.49% 0.99% 3.16% -0.04% -0.28%
-0.64% 0.63% 4.79% 3.98% 1.94%

-0.50% -0.78% 5.80% 6.24% 0.50%

0.49% 0.63% -1.66% -1.78% -0.72%

-1.42% 0.80% -4.40% -0.20% -2.09%

0.30% -1.27% 2.03% -1.31% -1.02%

 0.88% -0.04% 2.66% 0.81% 1.08%
-0.94% 1.91% -0.85% 0.02% 0.09%
0.13% 0.87% -0.83% -0.02% -0.65%
1.09% 2.01% 1.45% 0.82% 0.89%
0.68% -0.35% -0.20% 0.00% 1.89%
0.53% -1.14% 1.28% 1.58% -1.50%
0.51% -0.02% -1.77% -0.86% 1.15%
0.49% 1.12% 0.26% 0.50% 1.50%
0.00% 0.62% 2.82% 2.99% 0.09%
-1.05% -3.10% -0.69% -0.97% 0.09%
-2.64% -3.67% -1.15% -0.42% -0.76%
-1.70% -0.04% -1.49% -0.53% -1.71%
-0.55% 1.69% 1.86% 2.46% 2.75%
-0.51% -0.41% 1.01% -0.78% 0.22%
1.11% 2.69% -0.50% -0.77% 3.21%
2.58% 1.39% -0.83% 2.28% 0.95%
0.05% -0.13% 3.69% -0.70% 2.05%
0.75% -0.32% 3.10% 1.93% -0.13%
-1.82% 1.42% -2.44% 0.27% -0.88%
1.69% -1.38% -2.25% -0.76% 1.10%
-0.22% -0.23% 0.40% -0.80% -0.80%
-0.08% -2.48% -1.08% -1.20% 1.18%
-1.38% -0.93% 3.11% 2.01% 1.33%
0.06% 0.88% 1.70% 0.01% -3.25%
-1.51% -1.30% 0.25% -0.48% -1.36%
-0.32% 2.51% -0.20% -1.43% 0.43%
-0.06% -0.64% 1.50% -0.48% 1.67%
-1.81% 0.95% -1.53% 1.40% -2.20%
-2.31% -4.28% -2.62% -0.51% -2.68%
1.16% 1.92% -0.32% -1.30% 0.58%
-2.76% -0.72% 0.81% 1.31% -2.78%
-2.14% -1.19% -2.16% -1.17% 2.50%
1.79% 0.34% -0.90% -1.89% -1.51%
-0.63% 0.00% -1.42% -0.25% 1.57%
0.61% 0.02% -2.18% 0.13% -0.62%
2.54% 0.22% 0.13% 0.47% 4.19%
-1.93% -0.04% 3.66% 1.59% -2.05%
-0.09% 0.49% -0.25% 0.61% 0.44%
2.77% -1.46% -2.08% -0.31% -1.82%
-0.07% -0.47% 3.29% -0.40% -0.75%
1.52% 1.51% -0.09% -0.10% 1.83%
-3.18% 0.56% 0.10% 1.95% -1.36%
-1.15% -1.26% -0.09% -0.18% -2.44%
-2.83% -1.48% -2.40% -1.73% 1.46%
1.98% 0.34% -1.77% -0.98% 0.31%
1.58% 2.45% 0.32% 0.43% 0.80%
-2.21% 1.19% -1.42% -0.70% -2.88%
1.04% -0.26% 0.46% -0.22% 1.96%
1.26% 1.93% 1.23% 0.65% 1.07%
-0.28% -0.32% 0.46% -0.15% -2.26%
0.51% 1.40% -0.70% 1.25% 1.31%
-0.05% -0.09% 0.91% 0.37% 2.06%
0.64% 0.23% 1.68% -0.03% 1.32%
0.29% -0.08% -1.52% 0.57% 2.94%
-1.01% -0.83% 1.13% -0.61% -3.70%
-0.70% 0.13% -0.67% 0.13% -0.79%
0.64% -0.02% -1.48% 1.25% 2.11%
-1.75% 0.64% 1.56% 1.47% 0.13%
2.84% -0.19% -2.05% -3.22% 4.09%
1.57% -0.87% 0.31% -1.37% -0.91%
-5.20% -1.66% -2.30% 0.16% -2.25%
2.34% 2.73% 0.28% -0.14% -0.55%
-1.07% -0.19% -1.22% -0.71% 0.69%
-1.43% -1.88% 1.17% -1.00% -0.68%
0.69% 1.09% 0.32% 0.51% -2.40%
1.47% 2.15% -0.09% 0.47% 4.44%
1.26% 0.21% -0.02% 1.84% -0.17%
1.62% 2.12% 1.02% -0.79% 0.93%
1.18% 0.78% 0.57% 0.24% -1.42%
-0.33% 0.86% 0.22% 0.00% -0.81%
1.09% 0.24% 2.18% -0.04% 2.09%
1.31% 0.75% -1.69% -1.15% -1.76%
-0.95% 0.52% -0.51% 1.86% 0.21%
0.93% 0.78% 0.17% 0.08% 0.30%
0.66% -0.10% 0.71% -0.58% -0.81%
0.58% -0.75% -0.21% -0.13% 0.00%
1.15% -0.64% 0.10% -0.51% -1.32%
-1.35% -0.22% -0.16% -0.33% 1.60%
-0.87% 0.36% 1.60% -0.02% 0.30%
2.01% -0.64% 1.94% 0.03% 2.12%
-0.98% -0.06% 0.30% 1.07% -2.41%
-1.14% 1.58% -0.32% 0.42% -0.43%
1.16% 3.40% 0.33% 0.07% -0.60%
-0.69% 0.10% 0.23% -0.98% 2.41%
-0.82% -0.12% -0.33% 0.97% 0.80%
-0.14% 0.54% 0.12% -0.09% -1.59%
-2.06% -1.43% -0.02% -0.15% -1.10%
-2.32% 0.29% 0.00% -0.40% -2.27%
-2.66% -0.95% -0.75% 0.46% -1.89%
0.85% -1.43% -0.90% -1.76% -0.54%
-2.14% -1.41% 1.66% -0.88% -2.34%
1.20% 0.80% -2.09% 2.90% 0.83%
-0.52% -0.04% -0.50% -1.92% 1.32%
-0.30% -1.32% 1.94% 0.54% 0.05%
1.46% -0.44% 0.00% 1.11% -0.27%
-2.67% 0.28% 0.40% -1.61% -0.99%
-1.26% -0.97% 0.20% 0.93% -1.78%
-2.41% 6.32% 0.68% -0.74% 0.19%
-0.45% -6.06% -0.03% 0.51% -1.53%
-2.17% 1.08% -1.54% -0.58% 1.74%
1.42% 2.19% -0.34% -0.26% -1.02%
-0.82% -0.34% 0.85% -1.91% -0.23%
-0.63% 0.42% 0.28% 0.97% 0.14%
-0.76% -1.47% -0.38% 0.28% 0.94%
-0.46% 2.45% -1.81% -0.30% -2.50%
1.94% -1.90% 3.28% 0.22% -0.14%
1.89% 0.44% -1.44% -1.79% -2.86%
-1.01% -0.44% -2.36% 0.23% -0.49%
0.58% -0.30% -1.17% 4.51% -0.30%
-0.56% -0.96% 2.97% -1.86% 0.84%
1.22% -0.06% 0.73% 0.71% 0.10%
1.01% 1.11% 0.03% -1.18% 1.13%
0.99% 0.52% -0.37% 0.47% 0.82%
1.22% -0.22% 2.38% -0.19% 1.39%
0.56% 1.04% 0.24% 1.08% 2.98%
1.32% -0.95% 0.03% -0.87% 1.29%
1.53% 1.32% 0.18% 0.89% -0.14%
1.34% 1.42% -0.89% -0.16% 1.45%
-0.52% 0.97% -0.94% -0.03% -0.04%
0.58% 0.73% -0.55% 0.69% -0.04%
1.03% -1.53% 0.65% -0.60% 1.66%
-0.01% 1.65% -0.65% -0.06% -2.87%
-0.42% 0.73% -1.01% -0.21% 1.18%
0.13% 0.15% 0.52% 0.11% 0.40%
-0.05% -0.78% -0.51% 0.02% -0.76%
1.32% -0.44% -1.47% -0.75% 0.63%
-0.20% 0.25% 0.57% 0.01% 1.61%
-1.96% 0.13% 2.05% -0.48% 1.59%
-1.52% -1.81% -0.81% 0.39% -2.25%
2.16% 0.06% 1.22% 1.09% 0.62%
0.83% 0.29% 0.20% -1.88% 0.09%
 0.78% 2.36% 0.20% -0.06% 1.01%
1.16% 1.68% 0.40% 1.86% 2.14%
-0.96% 2.31% -0.60% -0.05% 0.13%
0.83% -3.33% 0.97% 0.07% -1.58%
-1.23% 0.28% -0.99% 0.35% -2.34%
-0.05% -0.19% -0.56% -0.71% 1.73%
0.21% -1.24% 0.75% -0.29% 0.74%
0.26% 2.64% 0.39% 0.12% 2.12%
0.64% 1.72% -0.55% 0.44% 0.08%
-1.15% 0.27% 0.48% 0.02% 0.34%
0.87% 1.49% -0.87% 0.55% -0.38%
-0.46% -0.27% 1.19% 0.62% 1.61%
2.36% 1.89% 0.22% -2.57% 0.13%
-0.78% 1.32% 0.28% -0.12% 0.37%
0.22% -5.90% 0.75% 0.47% 0.58%
-3.06% -0.09% -0.24% 0.27% 2.19%
-2.99% 0.09% -0.88% -1.50% 1.78%
-2.31% 0.55% 0.20% 0.48% 0.67%
3.23% 0.40% 1.15% 0.73% -2.17%
-0.04% -0.15% 0.12% 0.11% -2.05%
-0.45% -1.70% -1.35% -0.06% 2.80%
-1.41% 0.43% -0.40% 0.03% -0.96%
-0.43% -1.13% 0.20% 0.92% 0.57%
-0.45% -1.18% -0.41% -0.69% -1.29%
0.78% -1.81% 0.57% -0.40% -0.20%
-0.62% -1.30% -0.67% 0.51% -1.26%
0.69% 2.00% -0.68% 0.03% 0.41%
0.28% 1.33% 0.16% -0.24% 0.41%
-0.16% -0.70% 2.44% -0.08% -0.29%
0.27% 1.70% -0.21% -0.26% -1.72%
-3.19% 0.49% -0.75% -0.46% 1.00%
0.81% -1.14% -0.10% -0.10% 0.74%
0.38% 0.89% 0.62% 0.10% 1.36%
3.34% 2.46% 0.99% -0.55% 2.67%
0.40% 0.64% -0.20% 0.15% -2.01%
2.74% -1.65% 0.45% 0.10% -1.33%
2.54% 1.72% 0.10% -0.14% 1.47%
1.59% -1.02% 0.36% 0.55% 1.05%
1.70% -0.35% 0.85% 0.09% 0.00%
-0.02% -2.54% -0.12% -1.10% -0.52%
-0.41% 0.02% -1.36% -0.61% 0.72%
-1.22% -0.85% -0.49% 0.31% 0.12%
-1.04% 0.82% -0.05% -0.82% -3.06%
0.63% -0.53% 0.00% 0.19% 1.23%
0.64% 0.11% 0.01% 0.07% 1.66%
 0.31% -0.89% -0.60% 2.18% -0.32%
-0.84% 1.09% 0.02% 0.11% 0.04%
0.85% 0.59% -0.19% -0.46% -0.96%
2.78% -1.04% 1.48% 0.24% 1.29%
0.24% 3.71% 1.46% 1.65% 0.36%
-0.61% 0.53% -0.56% -0.66% 0.24%
-0.46% 0.18% 0.57% 2.11% -2.77%
0.78% -0.15% 0.00% 0.73% 0.24%
-0.54% 2.35% -0.09% -2.52% 0.93%
0.01% -0.12% -0.93% -0.68% 0.04%
-1.41% -1.04% -0.61% 0.08% -2.01%
0.24% 1.39% 0.13% 1.50% -1.23%
0.18% 0.02% -1.58% -0.79% -1.12%
0.61% 0.93% 0.75% 0.31% 0.67%
1.42% 0.60% -0.25% -0.81% 0.96%
1.16% -0.51% 0.98% 0.82% -0.66%
1.27% -0.65% -0.70% 0.06% -0.42%
-1.51% -3.00% -1.42% -1.27% -0.38%
-0.43% 1.65% 1.57% 0.38% 1.97%
-0.66% -1.89% -0.21% 0.33% -1.36%
-0.57% -1.98% -2.04% -0.60% -2.42%
-0.27% 1.10% -1.40% -1.90% -0.94%
-0.60% 1.72% -0.52% 0.51% 3.10%
-0.35% -0.55% -0.81% -0.51% -0.79%
-3.30% -1.99% -1.21% -0.20% -3.24%
-0.71% 0.35% -0.56% -0.76% 1.65%
0.29% 2.40% 0.33% 0.53% 2.74%
2.50% 0.49% -0.42% -0.23% 0.42%
-1.57% 2.15% 1.37% 0.25% -1.00%
-2.27% 0.80% -0.59% -0.69% 2.31%
Rentabilidadc media 0.02% 0.12% 0.02% 0.01% 0.10%
Riesgo 1.44% 1.52% 1.60% 1.26% 1.62%
ACTIVO RETORNO PREVISTO% RIESGO %
GAP 0.02 1.44 0.0144
WALMART 0.12 1.52 0.0152
COPEC 0.02 1.22 0.0122
CHILE 0.01 1.60 0.016
ALFA 0.10 1.62 0.0162

DETERMINACION DE PESO RELATIVO (W)

INVERSION USD 10,000
CARTERA 01 CONSERVADORA W ACTIVO E% E(P)
GAP 2000 0.20 0.02 0.054
WALMART 2000 0.20 0.12
COPEC 2000 0.20 0.02
CHILE 2000 0.20 0.01
ALFA 2000 0.20 0.10

TOTAL PPTO 10000

RETORNO CARTERA (E (P)) 0.054 %

RIESGO CARTERA 0.45%

RESUMEN DE CARTERAS
CARTERA retorno % riesgo %
CONSERVADORA 0.054 0.45%
AGRESIVA 0.086 2.60%

ACTIVO

GAP importante empresa textil estadounidense

Walmart Chile es uno de los principales actores en la industria

WALMART de las ventas al por menor del país (retail)

es un holding industrial chileno creado en el 2003 sobre la base

de Copec, al separar el giro de combustibles en esta empresa y
COPEC asumir la propiedad de las otras empresas adquiridas
previamente por esta. Desde 1986 es propiedad del grupo
económico Angelini, a través de AntarChile.

CHILE
 Alfa, S.A.B. de C.V., conocida comúnmente como Alfa y
anteriormente como Grupo Industrial Alfa, es un conglomerado
ALFA multinacional mexicano con sede en el municipio de San Pedro,
en la Zona Metropolitana de Monterrey, Nuevo León, México,
fundado en el año 1974.
 CARTERA AGRESIVA
banco macro cap agrometal petrobras bbva
0.28% -2.20% -2.22% 2.04% 0.78%
-0.21% -0.08% -0.95% -0.32% -0.28%
-2.45% -2.77% -1.34% -2.16% -0.98%
-3.11% -0.15% -3.10% -0.16% -3.00%
-13.44% -3.05% -6.00% -8.20% -3.81%
2.96% -2.12% 5.32% 0.65% 5.46%
5.78% 0.08% 1.62% 2.34% 1.84%
-3.83% 1.61% -0.60% 1.43% 1.97%
-4.61% 0.31% -3.00% -1.63% 2.77%
0.58% -9.51% -3.30% 1.32% -2.19%
3.32% 5.37% -1.07% 0.17% -2.48%
0.91% 2.10% 0.65% 0.73% 2.54%
0.99% -5.50% -0.64% -2.57% 0.56%
-2.61% 2.44% -2.16% 1.67% -0.60%
0.42% -3.02% 2.42% -3.28% -0.88%
-1.06% 1.32% -1.08% -0.76% -2.22%
-0.62% -1.64% 4.35% 0.65% -1.57%
2.06% 0.60% 3.13% 0.76% 0.63%
1.11% 5.99% -3.23% -2.15% 1.54%
7.34% 0.17% -4.18% 1.07% 1.97%
1.53% -5.19% 1.96% -1.41% 1.49%
3.99% 1.39% 1.71% -0.83% 2.42%
0.94% 0.82% -1.47% -0.96% 3.10%
-1.91% 1.42% -3.84% -0.30% 2.59%
-1.07% -1.01% -2.00% 0.36% 1.68%
-0.91% 0.88% -1.81% 0.55% 0.72%
1.59% -1.52% -3.23% 1.39% 1.43%
1.96% 3.69% 0.48% 1.01% 3.66%

0.00% 10.13% 1.42% 0.82% 0.10%

0.84% 4.35% 3.04% 4.78% 2.28%

0.55% 1.48% 5.90% -0.17% 0.30%

1.26% 0.54% -2.14% 2.90% 1.36%

0.42% 1.83% -1.75% -0.27% -0.33%

2.10% -0.26% 2.23% 3.70% 2.88%
-0.91% 0.65% 2.40% 0.16% -1.91%
-0.21% 0.85% 4.47% 3.04% 2.11%
0.16% 0.69% 2.85% 2.08% -1.21%
0.76% 3.56% 2.38% 2.44% 2.61%
0.55% -3.63% -0.39% 1.65% 1.60%
-0.86% 3.13% -3.88% 2.68% 1.14%
-1.12% 0.48% -3.64% -0.93% -1.13%
-2.99% 0.63% -0.63% -3.24% -2.69%
2.18% 0.67% -2.32% 4.03% 0.67%
1.43% -1.32% -0.43% 0.33% 3.31%
-0.05% 0.91% 0.87% 1.30% 4.03%
1.62% -0.06% -0.65% 1.38% -1.09%
0.25% -0.06% 0.22% 3.53% -0.09%
0.43% -1.22% 4.97% 0.04% -0.36%
-1.81% -0.43% -2.26% 0.44% -2.05%
-0.18% -0.17% 0.42% 0.91% -1.34%
-1.50% 0.86% 1.05% -0.60% 1.08%
1.15% -4.56% 6.02% 11.37% 1.89%
-1.04% 1.94% 0.00% 1.48% 0.51%
0.16% -0.19% 0.39% 4.07% -1.28%
-2.99% -0.60% -0.19% -0.37% -1.03%
0.14% 1.43% 0.00% -3.67% -1.28%
1.82% -0.63% 3.52% 1.27% 2.38%
-3.56% -1.20% -3.77% 2.73% -3.04%
-3.06% 3.27% -3.92% -4.18% -6.69%
-3.93% -0.91% -5.92% -4.59% -3.37%
4.62% -1.09% 1.52% 4.81% 4.07%
-0.38% 2.27% -1.71% -3.32% -1.59%
-2.14% -0.12% -0.43% -1.04% -2.59%
-1.67% -0.76% -1.75% -1.09% -0.59%
4.92% 1.08% 1.56% 3.46% 10.54%
4.84% 1.05% -1.53% 0.04% 2.23%
4.16% -0.90% -1.33% 0.20% 2.03%
3.20% 0.85% 1.58% 4.36% -3.11%
-2.99% 3.16% -1.11% 1.24% 1.84%
1.92% -1.46% 0.22% -0.26% 0.67%
1.48% 0.60% -0.67% 1.30% 0.82%
-0.02% 2.94% -1.80% 2.61% -1.63%
1.10% 1.11% 1.38% 3.91% -1.93%
0.35% -2.20% -3.85% -0.52% -0.81%
0.20% 1.82% -1.65% -0.56% 0.06%
-1.32% 1.22% -3.35% -2.48% -3.77%
-4.38% -3.08% -0.25% 1.75% -0.98%
0.35% -0.24% -4.47% 5.06% -1.06%
1.10% -5.24% 1.56% 1.44% 3.17%
-0.57% -3.68% 0.26% -3.53% -2.26%
-0.05% -5.04% 1.53% -1.13% -1.16%
1.87% 1.96% -3.77% 2.73% 2.41%
1.90% -0.59% -5.48% -0.20% 1.80%
-1.71% -0.80% 6.63% -2.09% -1.00%
-1.52% 0.68% -3.63% 1.00% 2.11%
0.66% -1.88% -2.42% -3.10% 1.94%
-0.38% 0.00% -1.38% 0.70% -0.72%
-1.74% 4.92% -4.19% -3.39% -3.83%
-0.88% -2.08% 1.75% 0.47% -0.69%
3.23% -0.80% 0.29% 6.02% 1.91%
-1.69% 0.13% -3.71% -3.13% -1.55%
-0.60% -1.58% -2.67% 1.30% -1.02%
1.06% 0.25% 0.30% 0.93% 1.03%
-0.89% -2.83% -0.61% -3.46% 0.23%
-0.92% -0.31% -1.83% -1.92% -1.27%
2.74% -2.25% -2.49% -0.91% 3.28%
-0.34% -1.77% -2.56% 0.07% -0.87%
1.16% -3.32% 2.95% 3.32% 1.62%
-1.30% 5.45% 1.91% -0.99% -0.57%
-0.52% -4.66% 7.19% -3.79% -1.44%
1.12% -1.44% 1.75% 4.34% 1.46%
-0.93% -2.73% -3.72% 2.88% -0.19%
0.16% 5.81% 0.89% -0.73% -0.80%
-1.16% -3.86% -1.18% -2.75% -0.48%
-1.50% 3.69% -4.48% -3.47% -2.60%
3.34% 1.70% -1.25% 2.00% 1.80%
-0.88% 0.09% 2.22% 4.04% 0.13%
0.32% 2.21% -0.31% 1.57% -0.46%
-2.14% -0.29% 1.55% -0.07% -0.43%
0.88% -1.80% -1.83% -1.27% 1.48%
-0.53% 3.00% -1.56% -1.71% -0.20%
-5.14% 5.60% -2.22% -2.27% -2.80%
-2.78% -1.02% -2.91% 5.78% -1.21%
-0.15% 1.77% 4.33% -0.24% 1.73%
-0.28% -2.76% -2.56% 1.14% -3.43%
2.47% -3.74% -4.92% 5.58% 2.94%
-9.92% 1.00% -3.45% -3.64% -5.84%
-2.43% 0.85% -6.07% 2.17% -6.59%
-8.04% 0.00% -12.17% 1.74% -3.89%
4.33% -0.56% 9.09% 9.91% 2.34%
6.31% 2.35% 17.06% 8.96% 5.62%
-1.98% -2.71% 2.71% 4.73% 0.84%
1.49% 0.28% -4.29% 6.83% -2.11%
0.97% -1.41% -4.48% -1.95% 2.53%
 6.78% 0.20% 4.33% 1.32% 6.78%
3.41% 1.73% 3.11% -3.34% -1.94%
-1.49% 1.61% 2.35% -1.55% -2.60%
-0.18% 0.68% 5.90% -1.65% -0.57%
-0.48% 0.56% 3.72% -1.60% -0.46%
-1.11% -0.68% -7.16% -3.28% -4.02%
1.33% 0.53% -3.86% -13.76% -2.10%
-2.85% -0.40% -3.34% -12.97% -2.72%
-1.40% -1.64% -8.65% 7.92% -4.80%
0.18% -0.02% 3.79% 0.47% -1.65%
3.47% -2.49% 3.65% 0.03% 0.67%
-1.25% -1.09% -1.41% -15.21% 0.54%
2.06% 0.40% -1.79% 5.51% 4.40%
5.02% -1.46% 8.00% -3.80% 11.76%
-2.28% -2.04% 5.05% -2.32% -1.32%
-0.37% 0.14% 1.60% -4.40% -1.87%
2.79% -2.52% 4.42% 2.16% 6.72%
2.47% 2.29% 11.18% 5.36% 2.44%
-3.05% 1.49% 3.26% -2.78% -3.29%
-2.63% 0.00% -7.11% 0.63% 0.56%
-4.69% 4.44% -5.38% 4.77% -6.22%
-3.75% -0.31% 1.80% 0.53% 3.35%
-11.04% 0.95% -7.06% -4.41% -11.40%
9.34% -0.10% 11.08% 5.13% 7.12%
12.38% 0.56% 10.54% -3.87% 8.07%
-3.47% 2.51% -1.55% -0.43% -4.52%
-5.92% -1.77% -4.19% 0.74% -7.60%
-2.15% -0.97% 0.00% 1.43% -0.12%
-9.53% 0.56% -10.93% 0.95% -10.25%
8.99% -1.39% -1.84% 4.07% 7.03%
-5.59% 0.70% -11.88% 4.53% -2.01%
-1.62% -1.75% -7.09% -1.21% -7.04%
13.14% 0.01% 5.73% -1.30% 9.01%
-1.16% -4.21% 2.53% 4.98% 1.65%
3.10% -1.19% 2.82% -2.44% 0.41%
-1.93% -0.17% 1.37% 1.15% -2.06%
1.80% 0.02% 3.38% -0.03% 0.87%
0.40% -2.14% -6.21% -3.19% 0.00%
-3.16% -6.12% -2.44% 2.16% -2.87%
-1.93% -0.16% -1.43% 0.94% -0.63%
-0.11% 0.82% -1.45% -0.62% -0.64%
3.27% 0.49% -0.74% 4.15% 3.42%
-0.32% 0.08% 3.70% -1.59% 0.00%
-0.43% -0.89% 0.00% 0.44% -0.33%
1.87% -4.73% 1.07% 5.08% 2.99%
 -1.67% 3.69% -1.77% 0.32% 0.64%
1.14% -1.11% 3.96% 1.95% 0.16%
3.87% 0.70% 3.46% 1.91% 4.63%
0.90% 4.30% -2.68% -2.92% 0.38%
-0.13% -1.70% -3.09% 2.69% 0.38%
-2.68% 1.42% 1.42% -0.80% -2.42%
-1.76% 0.19% 2.10% -0.78% -1.40%
-1.23% 2.26% 1.37% 0.59% -1.57%
-6.08% 0.24% -2.70% 1.59% -2.00%
3.48% 1.59% 0.00% 4.47% 1.22%
-1.50% -2.62% -2.43% -1.03% -2.02%
-7.77% 1.29% 1.78% -0.21% -6.83%
-7.16% 2.45% 1.40% -0.80% 1.59%
4.32% -1.50% 0.34% 0.63% 0.00%
-2.97% 1.87% -3.78% 0.39% -8.87%
-5.47% 2.67% -6.43% 2.16% -3.34%
0.17% -3.21% 3.44% -0.70% 0.69%
0.52% -1.82% 2.21% -2.92% 0.49%
-1.61% -0.99% -1.81% -2.01% -2.44%
-2.47% -2.61% 1.47% -2.02% -0.50%
-0.78% 0.96% -2.17% -4.13% -0.50%
4.42% -1.89% -2.96% 3.69% 2.02%
-1.24% 1.60% -3.05% -2.20% -1.44%
-3.49% -1.90% -8.66% 1.16% -3.97%
-0.58% -0.78% -2.59% 3.44% -1.41%
-1.74% -0.54% -4.87% 0.46% -5.57%
-3.59% 0.49% -2.33% 10.85% 2.81%
3.84% 1.15% 12.38% 13.52% 1.64%
20.69% -1.17% 9.32% -0.49% 12.47%
-0.58% 1.22% 4.26% 0.86% 9.94%
-10.78% 0.37% -3.72% -2.52% -11.22%
10.52% 0.37% 6.95% 1.97% 6.07%
4.81% -0.29% 1.81% -3.08% 11.27%
-5.63% -0.81% 1.06% 2.92% -5.39%
-0.28% -0.41% -2.46% 0.22% 0.00%
-2.53% -0.34% 0.72% -3.27% -4.25%
2.47% -0.07% 1.43% 4.24% 4.44%
0.03% -0.57% -1.41% -0.19% 0.88%
0.06% 0.77% -1.07% 2.13% 1.74%
0.09% 1.12% 1.08% 2.40% 5.98%
0.89% -0.32% -0.71% 3.43% 2.42%
2.10% 1.36% 12.95% -0.99% 14.17%
9.67% -0.30% 7.64% -2.29% 8.62%
1.51% 3.37% -2.66% -0.67% -4.63%
-3.53% 1.01% -1.22% -0.54% -3.46%
 3.37% 1.54% 5.54% 2.25% 5.00%
0.69% 2.05% -1.75% 2.85% 5.09%
-3.76% -2.60% 2.08% 7.88% -1.09%
-1.77% 1.22% -5.23% 3.02% 2.37%
-3.28% -0.47% 1.84% -5.12% -3.64%
1.50% 0.47% -2.41% 5.69% 1.35%
-1.81% -0.30% 0.62% 1.84% -1.55%
-5.73% 1.96% -5.21% 3.95% -5.59%
-0.80% 3.11% -4.85% -0.85% -4.52%
0.58% 2.16% -1.70% 9.63% -0.68%
-7.44% 1.25% -2.42% 2.54% -7.28%
-5.85% -1.06% -2.13% -4.72% -3.44%
-1.77% -0.48% -2.17% -2.99% -4.61%
5.80% 0.86% 3.33% 5.49% 6.84%
-4.10% 0.25% -2.51% 0.73% -2.63%
-0.85% -2.62% -1.47% -2.83% -0.73%
2.49% -1.13% -0.75% 0.62% 0.77%
1.20% 1.43% 0.00% 3.73% -3.11%
0.83% 4.37% 0.75% -1.94% 2.21%
4.80% -1.45% -0.75% -2.62% 4.52%
6.35% -0.42% 2.63% 2.41% 3.43%
0.48% -0.28% -1.10% 3.83% 0.68%
-1.56% 0.39% -2.96% -3.93% 0.11%
2.55% -0.69% 2.29% 4.84% 0.30%
Rentabilidad media -0.05% 0.02% -0.21% 0.56% 0.11%
Riesgo 3.81% 2.30% 4.05% 3.55% 3.74%
 ACTIVO RETORNO PREVISTO% RIESGO %
BANCO MACRO -0.05 3.81
ORO BLANCO 0.02 2.30
AGROMETAL -0.21 4.05
PETROBRAS 0.56 3.55
BBVA 0.11 3.74

DETERMINACION DE PESO RELATIVO (W)

INVERSION USD 10,000
CARTERA 02 AGRESIVA W
BANCO MACRO 2000 0.20
ORO BLANCO 2000 0.20
AGROMETAL 2000 0.20
PETROBRAS 2000 0.20
BBVA 2000 0.20

TOTAL PPTO 10000

RETORNO CARTERA (E (P)) 0.086

RIESGO CARTERA 2.60%

RESUMEN DE CARTERAS
CARTERA retorno % riesgo %
CONSERVADORA 0.054 0.45%
AGRESIVA 0.086 2.60%

ACTIVO
banco de capitales privados argentinos. Comenzó a operar como
BANCO MACRO banco en el año 1988. Actualmente el holding del Banco Macro
está formado por Macro Bank Limited, Macro Securities S.A.

La empresa pertenece al Grupo SQM, que está involucrado con la

ORO BLANCO industria química e inversiones relacionadas

Una empresa líder de maquinaria agrícola que produce con

AGROMETAL calidad, perfecciona permanentemente lo que hace; orientada al
cliente y a la gente.

comercialización y distribución de combustibles líquidos y

PETROBRAS lubricantes; además de la operación de tiendas de conveniencia.

entidad bancaria chilena que se fusionó el 7 de julio de 2018 con el

BBVA grupo canadiense Scotiabank
 0.0381
0.023
0.0405
0.0355
0.0374

ACTIVO E% E(P)
-0.05 0.086
0.02
-0.21
0.56
0.11