Archive for the ‘Uncategorized’ Category

Analisis de AENA

May 24, 2020

Value Investing: Mito y Realidad

May 19, 2020

 

Explicacion del PER y su utilidad

May 13, 2020

 

Impacto de las FAAMG en el S&P500

May 10, 2020

 

Actualizacion sobre las ideas del 17 de Marzo de 2020

May 8, 2020

Os dejo un video aqui hablando sobre las ideas que propose el 17 de Marzo de 2020

Entrevista en Finect sobre como invertir en tiempos de crisis

March 19, 2020

Vision e ideas durante la crisis del Coronavirus

March 17, 2020

Sigueme en twitter para las ultimos comentarios @JoaquinGrech

Crisis del Coronavirus y cómo gestionarlo

March 14, 2020

Sígueme en twitter para estar informado @joaquingrech

Videos about taxes in Spain

December 12, 2019

I’ve just created a series of videos dedicated to taxes in Spain. They are in Spanish, if you believe it would be useful in English let me know. Meanwhile, you can use the automatic caption translation on YouTube.

 

 

Update on suggestions from 2011

November 16, 2019

I was going over old posts and decided to update my suggestions from 2011.

It looks like ages ago now, but back then, people were panicking over the stock market. There was a big sell-off and people were running away into bonds. I suggested a few stock picks back then, here is the original post:

https://principleinvesting.wordpress.com/2011/06/15/stock-panic-yet-again/

How would it have performed if you had bought $1000 on each of the 13 suggestions in 2011 and held to today?

 

Well, $13000 invested on June 15, 2011, when everyone was panicking would be $57653 today. That’s a 343% return.

A couple of comments about the portfolio.

  1. ARMH got bought by Softbank in 2016. Ironically it is the only position that lost money. I think they bought it super cheap and probably would be worth much more today.
  2. Apple and Google did a split during these years.
  3. Excluding dividends, the portfolio would be $51391 today. A 295% return. Not bad, but the dividends really added up during the years, especially on Apple, Nvidia, Microsoft, and Intel where it added close to or more than 100% additional return.
  4. It looks easy to check now the price from 2011 and think that holding to that portfolio was a piece of cake. The reality is that during the years, Apple, Google, Microsoft, Intel, Wells Fargo, Nvidia and so on, had close to 50% drops where most people got out of them and missed on the coming gains. Keep that in mind next time you are thinking of selling a stock.