Precios de Mercado

Date AAPL PG SONY PLYA NEE UNH JNJ AMZN

01/07/19 53.26 118.04 56.86 7.33 51.79 249.01 130.22 93.34
01/08/19 52.19 120.23 56.91 8.09 54.77 234.00 128.36 88.81
01/09/19 55.99 124.38 59.13 7.83 58.25 217.32 129.38 86.80
01/10/19 62.19 124.51 60.83 8.34 59.58 252.70 132.04 88.83
01/11/19 66.81 122.06 63.48 7.88 58.46 279.87 137.49 90.04
01/12/19 73.41 124.90 68.00 8.40 60.54 293.98 145.87 92.39
01/01/20 77.38 124.62 70.18 7.02 67.05 272.45 148.87 100.44
01/02/20 68.34 113.23 62.20 5.30 63.19 254.96 134.48 94.19
01/03/20 63.57 110.00 59.18 1.75 60.15 249.38 131.13 97.49
01/04/20 73.45 117.87 64.25 2.47 57.78 292.47 150.04 123.70
01/05/20 79.49 115.92 64.76 2.61 63.89 304.85 148.75 122.12
01/06/20 91.20 119.57 69.13 3.62 60.04 294.95 140.63 137.94
01/07/20 106.26 131.12 77.96 3.63 70.18 302.78 145.76 158.23
01/08/20 129.04 138.33 78.64 4.22 69.79 312.55 153.41 172.55
01/09/20 115.81 138.99 76.75 4.19 69.39 311.77 148.88 157.44
01/10/20 108.86 137.10 83.66 3.87 73.21 305.14 137.11 151.81
01/11/20 119.05 138.87 93.29 5.09 73.59 336.34 144.68 158.40
01/12/20 132.69 139.14 101.10 5.95 77.15 350.68 157.38 162.85
01/01/21 131.96 128.21 95.71 5.32 80.87 333.58 163.13 160.31
01/02/21 121.26 123.53 105.81 7.17 73.48 332.22 158.46 154.65
01/03/21 122.15 135.43 106.01 7.30 75.61 372.07 164.35 154.70
01/04/21 131.46 133.42 100.16 7.36 77.51 398.80 162.73 173.37
01/05/21 124.61 134.85 99.61 7.31 73.22 411.92 169.25 161.15
01/06/21 136.96 134.93 97.22 7.43 73.28 400.44 164.74 172.01
01/07/21 145.86 142.23 104.30 6.69 77.90 412.22 172.20 166.38
01/08/21 151.83 142.39 103.46 7.31 83.99 416.27 173.13 173.54
01/09/21 141.50 139.80 110.58 8.29 78.52 390.74 161.50 164.25
01/10/21 149.80 142.99 115.79 8.51 85.33 460.47 162.88 168.62
01/11/21 165.30 144.58 121.85 7.12 86.78 444.22 155.93 175.35
01/12/21 177.57 163.58 126.40 7.98 93.36 502.14 171.07 166.72
01/01/22 174.78 160.45 111.66 7.63 78.12 472.57 172.29 149.57
01/02/22 165.12 155.89 102.53 9.45 78.27 475.87 164.57 153.56
01/03/22 174.61 152.80 102.71 8.65 84.71 509.97 177.23 163.00
01/04/22 157.65 160.55 86.05 9.44 71.02 508.55 180.46 124.28
01/05/22 148.84 147.88 94.07 8.64 75.69 496.78 179.53 120.21
01/06/22 136.72 143.79 81.77 6.87 77.46 513.63 177.51 106.21
01/07/22 162.51 138.91 85.39 6.86 84.49 542.34 174.52 134.95
01/08/22 157.22 137.94 79.35 6.56 85.06 519.33 161.34 126.77
01/09/22 138.20 126.25 64.05 5.82 78.41 505.04 163.36 113.00
01/10/22 153.34 134.67 67.47 6.17 77.50 555.15 173.97 102.44
01/11/22 148.03 149.16 83.07 6.15 84.70 547.76 178.00 96.54
01/12/22 129.93 151.56 76.28 6.53 83.60 530.18 176.65 84.00
01/01/23 144.29 142.38 89.46 7.58 74.63 499.19 163.42 103.13
01/02/23 147.41 137.56 83.58 8.92 71.03 475.94 153.26 94.23
01/03/23 164.90 148.69 90.65 9.60 77.08 472.59 155.00 103.29
01/04/23 169.68 156.38 89.67 9.31 76.63 492.09 163.70 105.45
01/05/23 177.25 142.50 93.70 8.89 73.46 487.24 155.06 120.58
01/06/23 185.27 148.61 90.37 7.98 74.29 479.06 163.63 127.33
26/06/23 185.27 148.61 90.37 7.98 74.29 479.06 163.63 127.33
0
 ZM NKE JPM PFE BRK-B NVDA CVX ROKU TSM
95.51 86.03 116.00 36.85 205.43 42.18 123.11 103.33 42.63
91.67 84.50 109.86 33.73 203.41 41.88 117.72 151.36 42.63
76.20 93.92 117.69 34.09 208.02 43.52 118.60 101.76 46.48
69.89 89.55 124.92 36.40 212.58 50.26 116.14 147.20 51.63
74.50 93.49 131.76 36.55 220.30 54.19 117.13 160.37 53.09
68.04 101.31 139.40 37.17 226.50 58.83 120.51 133.90 58.10
76.30 96.30 132.36 35.33 224.43 59.11 107.14 120.95 53.94
105.00 89.38 116.11 31.71 206.34 67.52 93.34 113.67 53.84
146.12 82.74 90.03 30.97 182.83 65.90 72.46 87.48 47.79
135.17 87.18 95.76 36.39 187.36 73.07 92.00 121.23 53.13
179.48 98.58 97.31 36.23 185.58 88.75 91.70 109.51 50.33
253.54 98.05 94.06 31.02 178.51 94.98 89.23 116.53 56.77
253.91 97.61 96.64 36.51 195.78 106.15 83.94 154.89 78.89
325.10 111.89 100.19 35.85 218.04 133.74 83.93 173.48 79.25
470.11 125.54 96.27 34.82 212.94 135.30 72.00 188.80 81.07
460.91 120.08 98.04 33.66 201.90 125.34 69.50 202.40 83.87
478.36 134.70 117.88 38.31 228.91 134.01 87.18 293.57 97.02
337.32 141.47 127.07 36.81 231.87 130.55 84.45 332.02 109.04
372.07 133.59 128.67 35.90 227.87 129.90 85.20 389.03 121.52
373.61 134.78 147.17 33.49 240.51 137.15 100.00 395.48 125.94
321.29 132.89 152.23 36.23 255.47 133.48 104.79 325.77 118.28
319.57 132.62 153.81 38.65 274.95 150.10 103.07 342.97 116.74
331.53 136.46 164.24 38.73 289.44 162.45 103.79 346.71 117.36
387.03 154.49 155.54 39.16 277.92 200.02 104.74 459.25 120.16
378.10 167.51 151.78 42.81 278.29 194.99 101.81 428.31 116.64
289.50 164.74 159.95 46.07 285.77 223.85 96.77 352.40 119.01
261.50 145.23 163.69 43.01 272.94 207.16 101.45 313.35 111.65
274.65 167.29 169.89 43.74 287.01 255.67 114.49 304.90 113.70
211.41 169.24 158.83 53.73 276.69 326.76 112.87 227.61 117.15
183.91 166.67 158.35 59.05 299.00 294.11 117.35 228.20 120.31
154.28 148.07 148.60 52.69 313.02 244.86 131.33 164.05 122.63
132.60 136.55 141.80 46.94 321.45 243.85 144.00 139.53 107.01
117.23 134.56 136.32 51.77 352.91 272.86 162.83 125.27 104.26
99.57 124.70 119.36 49.07 322.83 185.47 156.67 92.90 92.93
107.45 118.85 132.23 53.04 315.98 186.72 174.66 94.90 95.30
107.97 102.20 112.61 52.43 273.02 151.59 144.78 82.14 81.75
103.86 114.92 115.36 50.51 300.60 181.63 163.78 65.52 88.48
80.40 106.45 113.73 45.23 280.80 150.94 158.06 68.00 83.35
73.59 83.12 104.50 43.76 267.02 121.39 143.67 56.40 68.56
83.44 92.68 125.88 46.55 295.09 134.97 180.90 55.54 61.55
75.43 109.69 138.18 50.13 318.60 169.23 183.31 59.37 82.98
67.74 117.01 134.10 51.24 308.90 146.14 179.49 40.70 74.49
75.00 127.33 139.96 44.16 311.52 195.37 174.02 57.50 92.73
74.59 118.79 143.35 40.57 305.18 232.16 160.77 64.69 87.07
73.84 122.64 130.31 40.80 308.77 277.77 163.16 65.82 93.02
61.43 126.72 138.24 38.89 328.55 277.49 168.58 56.21 84.30
67.13 105.26 135.71 38.02 321.08 378.34 150.62 58.20 98.59
66.62 111.74 139.19 36.89 334.12 406.32 154.01 62.94 100.11
66.62 111.74 139.19 36.89 334.12 406.32 154.01 62.94 100.11
Nuestro portafolio Optimo cumple el p
este objetivo conside
. Un minimo de 3.75% que se deba
portafolio y que todos essto
. Una riesgo de 20% ( cerca a un
. Un maximo de 8% que se p
. Un maximo de 15% que se pueda inv
mayor ratio de
. Un maximo de 8% que se puede I
diversificar la

Minimizo la desviacion estandar, CONS

Maximizo Sharpe y Maximizo la rentab
 PEP HD COST S&P 500 Date
127.81 213.69 275.63 2980.38 01/07/19
136.73 227.91 294.76 2926.46 01/08/19
137.10 232.02 288.11 2976.74 01/09/19
137.17 234.58 297.11 3037.56 01/10/19
135.83 220.51 299.81 3140.98 01/11/19
136.67 218.38 293.92 3230.78 01/12/19
142.02 228.10 305.52 3225.52 01/01/20
132.03 217.84 281.14 2954.22 01/02/20
120.10 186.71 285.13 2584.59 01/03/20
132.29 219.83 303.00 2912.43 01/04/20
131.55 248.48 308.47 3044.31 01/05/20
132.26 250.51 303.21 3100.29 01/06/20
137.66 265.49 325.53 3271.12 01/07/20
140.06 285.04 347.66 3500.31 01/08/20
138.60 277.71 355.00 3363.00 01/09/20
133.29 266.71 357.62 3269.96 01/10/20
144.23 277.41 391.77 3621.63 01/11/20
148.30 265.62 376.78 3756.07 01/12/20
136.57 270.82 352.43 3714.24 01/01/21
129.19 258.34 331.00 3811.15 01/02/21
141.45 305.25 352.48 3972.89 01/03/21
144.16 323.67 372.09 4181.17 01/04/21
147.94 318.91 378.27 4204.11 01/05/21
148.17 318.89 395.67 4297.50 01/06/21
156.95 328.19 429.72 4395.26 01/07/21
156.39 326.18 455.49 4522.68 01/08/21
150.41 328.26 449.35 4307.54 01/09/21
161.60 371.74 491.54 4605.38 01/10/21
159.78 400.61 539.38 4567.00 01/11/21
173.71 415.01 567.70 4766.18 01/12/21
173.52 366.98 505.13 4515.55 01/01/22
163.74 315.83 519.25 4373.94 01/02/22
167.38 299.33 575.85 4530.41 01/03/22
171.71 300.40 531.72 4131.93 01/04/22
167.75 302.75 466.22 4132.15 01/05/22
166.66 274.27 479.28 3785.38 01/06/22
174.96 300.94 541.30 4130.29 01/07/22
172.27 288.42 522.10 3955.00 01/08/22
163.26 275.94 472.27 3585.62 01/09/22
181.58 296.13 501.50 3871.98 01/10/22
185.51 323.99 539.25 4080.11 01/11/22
180.66 315.86 456.50 3839.50 01/12/22
171.02 324.17 511.14 4076.60 01/01/23
173.53 296.54 484.18 3970.15 01/02/23
182.30 295.12 496.87 4109.31 01/03/23
190.89 300.54 503.22 4169.48 01/04/23
182.35 283.45 511.56 4179.83 01/05/23
184.89 307.89 523.42 4328.82 01/06/23
184.89 307.89 523.42 4328.82 26/06/23
Pesos

Estos montos fueron divididos entre

1) Rentabilidad y la desviación estándar mensual de nuestr

Mensual
Re
Desv. Estándar

Rentabilidad y la desviación estándar anual de nuestro p

Anual
Re
Desv. Estándar

Sharpe

2) Ratio de Sharpe y la composición del portafolio que lo maximi

Rf
Sharpe

Anual
Pesos

c) El beta y el retorno requerido del portafolio, utilizando el modelo de

Anual
Covarianza
Beta
Pesos

Beta del Portafolio

CAPM del Portafolio

CAPM del Portafolio

Volatilidad del Portafolio

 d) Se espera que el precio de las acciones dentro de un año sea el pres
Utilizando el modelo de CAPM se determina qué accione
Anual
Precio Estimado
Precio Mercado
Rentabilidad

CAPM =Rend Requerido

e) Gráfico de la Línea de Mercado de Valores (SML) que in

Anual
Beta
CAPM =Rend Requerido
Rentabilidad

Linea de M
40.00%

35.00%

30.00%

25.00%

20.00%

15.00%
rtafolio Optimo cumple el principio de diversificacion, para
este objetivo consideramos tener:
10.00%
nimo de 3.75% que se deba invertir en cada accion del
ortafolio y que todos esstos pesos sean positivos
5.00%
riesgo de 20% ( cerca a un 2% mayor al del mercado)
Un maximo de 8% que se pueda inveritr en UNH 0.00%
0.50 0.70 0.90
o de 15% que se pueda invertir en NVIDIA, ya que tiene el
mayor ratio de sharpe.
ximo de 8% que se puede Invertir en AAPL, para lograr CAPM =Rend Requerido
diversificar la cartera

desviacion estandar, CONSERVADORA menos riesgo. Minizando riesgo

p2
Portafolio Optimo
p3
p4
p5
 p6
p7
harpe y Maximizo la rentabilidad Maximizando rendimiento / Optimo
de sharpe

120.00%

100.00%

80.00%

60.00%

40.00%

20.00%

0.00%
10.00% 15.00% 20.00% 25.00%

MATRIZ DE VARIANZAS Y CONVARIANZAS

AAPL
PG
SONY
PLYA
NEE
UNH
JNJ
AMZN
ZM
NKE
JPM
PFE
BRK-B
NVDA
CVX
ROKU
TSM
 PEP
HD
COST
VER SI HAY ALGUNA RELACION NEGATIVO

MATRIZ DE COEFICIENTE DE CORRELACION

AAPL
PG
SONY
PLYA
NEE
UNH
JNJ
AMZN
ZM
NKE
JPM
PFE
BRK-B
NVDA
CVX
ROKU
TSM
PEP
HD
COST

Anual
Pesos

MATRIZ DE MARKOWITZ

7.58% AAPL
3.75% PG
3.75% SONY
3.75% PLYA
3.75% NEE
8.00% UNH
6.13% JNJ
3.75% AMZN
 3.75% ZM
3.75% NKE
3.75% JPM
3.75% PFE
3.75% BRK-B
15.00% NVDA
3.75% CVX
3.75% ROKU
3.75% TSM
7.04% PEP
3.75% HD
3.75% COST
1
Varianza del Portafolio
Varianza del Portafolio
Volatilidad del Portafolio Mensual
Volatilidad del Portafolio Annual
 Rendimientos de Cartera o Portafolio
AAPL PG SONY PLYA NEE UNH
AAPL PG SONY PLYA NEE UNH
-2.02% 1.86% 0.09% 10.37% 5.75% -6.03%
7.30% 3.45% 3.90% -3.21% 6.35% -7.13%
11.07% 0.10% 2.88% 6.51% 2.30% 16.28%
7.43% -1.97% 4.36% -5.52% -1.90% 10.75%
9.88% 2.33% 7.12% 6.60% 3.57% 5.04%
5.40% -0.22% 3.21% -16.43% 10.75% -7.32%
-11.68% -9.14% -11.37% -24.50% -5.76% -6.42%
-6.98% -2.85% -4.86% -66.98% -4.80% -2.19%
15.54% 7.15% 8.57% 41.14% -3.95% 17.28%
8.22% -1.65% 0.79% 5.67% 10.57% 4.23%
14.74% 3.15% 6.75% 38.70% -6.02% -3.25%
16.51% 9.66% 12.77% 0.28% 16.88% 2.65%
21.44% 5.50% 0.87% 16.25% -0.55% 3.23%
-10.25% 0.48% -2.40% -0.71% -0.58% -0.25%
-6.00% -1.36% 9.00% -7.64% 5.51% -2.13%
9.36% 1.29% 11.51% 31.52% 0.52% 10.22%
11.46% 0.19% 8.37% 16.90% 4.84% 4.26%
-0.55% -7.86% -5.33% -10.59% 4.82% -4.88%
-8.11% -3.65% 10.55% 34.77% -9.14% -0.41%
0.73% 9.63% 0.19% 1.81% 2.90% 12.00%
7.62% -1.48% -5.52% 0.82% 2.51% 7.18%
-5.21% 1.07% -0.55% -0.68% -5.53% 3.29%
9.91% 0.06% -2.40% 1.64% 0.08% -2.79%
6.50% 5.41% 7.28% -9.96% 6.30% 2.94%
4.09% 0.11% -0.81% 9.27% 7.82% 0.98%
-6.80% -1.82% 6.88% 13.41% -6.51% -6.13%
5.87% 2.28% 4.71% 2.65% 8.67% 17.85%
10.35% 1.11% 5.23% -16.33% 1.70% -3.53%
7.42% 13.14% 3.73% 12.08% 7.58% 13.04%
-1.57% -1.91% -11.66% -4.39% -16.32% -5.89%
-5.53% -2.84% -8.18% 23.85% 0.19% 0.70%
5.75% -1.98% 0.18% -8.47% 8.23% 7.17%
-9.71% 5.07% -16.22% 9.13% -16.16% -0.28%
-5.59% -7.89% 9.32% -8.47% 6.58% -2.31%
-8.14% -2.77% -13.08% -20.49% 2.34% 3.39%
18.86% -3.39% 4.43% -0.15% 9.08% 5.59%
-3.26% -0.70% -7.07% -4.37% 0.67% -4.24%
-12.10% -8.47% -19.28% -11.28% -7.82% -2.75%
10.96% 6.67% 5.34% 6.01% -1.16% 9.92%
-3.46% 10.76% 23.12% -0.32% 9.29% -1.33%
-12.23% 1.61% -8.17% 6.18% -1.30% -3.21%
11.05% -6.06% 17.28% 16.08% -10.73% -5.85%
2.16% -3.39% -6.57% 17.68% -4.82% -4.66%
 11.86% 8.09% 8.46% 7.62% 8.52% -0.70%
2.90% 5.17% -1.08% -3.02% -0.58% 4.13%
4.46% -8.88% 4.49% -4.51% -4.14% -0.99%
4.52% 4.29% -3.55% -10.24% 1.13% -1.68%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
8% 4% 4% 4% 4% 8%

Consideramos que el dinero destinado al porta

136,424 67,500 67,500 67,500 67,500 144,000
os montos fueron divididos entre el precio de la accion en el momento de la compra, con este resultado tendria

ción estándar mensual de nuestro portafolio

AAPL PG SONY PLYA NEE UNH
3.00% 0.61% 1.32% 2.06% 0.99% 1.58%
8.72% 5.14% 8.33% 17.41% 6.86% 6.58%

ción estándar anual de nuestro portafolio

AAPL PG SONY PLYA NEE UNH
42.64% 7.59% 17.02% 27.67% 12.59% 20.68%
30.22% 17.80% 28.85% 60.30% 23.77% 22.80%

1.1544
Ratio Sharpe = Rp - Rf
Sd
posición del portafolio que lo maximiza, si la tasa libre de riesgo es de 3.2%.
3.20% Rp = Rendimiento de la cartera o portafolio
1.8931 Sd= Desviacion estandar cartera o portafolio
rf = Tasa libre de riesgo

AAPL PG SONY PLYA NEE UNH

8% 4% 4% 4% 4% 8%

o del portafolio, utilizando el modelo de CAPM. Considere usted una tasa libre de riesgo de 3.20%.
AAPL PG SONY PLYA NEE UNH
0.37% 0.12% 0.30% 0.51% 0.15% 0.21%
1.29 0.42 1.05 1.76 0.53 0.72
8% 4% 4% 4% 4% 8%

Portafolio 0.99

Portafolio 11.64% Metodo 1 : Promedio ponderado de cada CAPM

Portafolio 11.64% Metodo 2 : CAPM = Rf + Beta(Rm - Rf)

el Portafolio 20.00%
as acciones dentro de un año sea el presentado en el siguiente cuadro, en base al promedio de los analistas de Yahoo Finance
CAPM se determina qué acciones se encontrarían sobrevaluadas o subvaluadas respecto a los precios actuales
AAPL PG SONY PLYA NEE UNH
192.46 164.03 118.00 11.00 92.75 584.43
185.27 148.61 90.37 7.98 74.29 479.06
3.88% 10.38% 30.57% 37.84% 24.85% 22.00%

14.12% 6.74% 12.15% 18.11% 7.67% 9.32%

SOBREVAL SUBVALUADA SUBVALUADA SUBVALUADA SUBVALUADA SUBVALUADA
VENDER COMPRAR COMPRAR COMPRAR COMPRAR COMPRAR

Mercado de Valores (SML) que incluya las rentabilidades estimadas de las acciones.
AAPL PG SONY PLYA NEE UNH
1.29 0.42 1.05 1.76 0.53 0.72
14.12% 6.74% 12.15% 18.11% 7.67% 9.32%
3.88% 10.38% 30.57% 37.84% 24.85% 22.00%

Linea de Mercado de Valores

40.00%

35.00%

30.00%

25.00%

20.00% NVIDIA

15.00%

10.00%

5.00%

0.00%
0.50 0.70 0.90 1.10 1.30 1.50 1.70 1.90

CAPM =Rend Requerido Linear (CAPM =Rend Requerido) Rentabilidad

Desv Stan ke= E(re) Sharpe AAPL PG SONY

12.33% 9.39% 0.5022 0% 21% 0%
17.74% 21.38% 1.0245 3% 7% 3%
20.00% 26.29% 1.1544 8% 4% 4%
23.14% 34.85% 1.3680 3% 4% 3%
28.55% 46.85% 1.5288 3% 3% 3%
33.95% 58.75% 1.6363 2% 2% 2%
 39.36% 71.06% 1.7241 2% 1% 2%
44.77% 84.04% 1.8056 1% 1% 1%
50.17% 98.18% 1.8931 0% 0% 0%

Linea de Mercado de Capitales Optimo de

Sharpe

Portafolio
Optimo
5.00% 20.00% 25.00% 30.00% 35.00% 40.00% 45.00% 50.00% 55.00%

CONVARIANZAS

AAPL PG SONY PLYA NEE UNH

0.00761 0.00167 0.00361 0.00513 0.00221 0.00236
0.00167 0.00264 0.00144 0.00239 0.00112 0.00136
0.00361 0.00144 0.00694 0.00476 0.00225 0.00109
0.00513 0.00239 0.00476 0.03030 - 0.00150 0.00301
0.00221 0.00112 0.00225 - 0.00150 0.00471 0.00107
0.00236 0.00136 0.00109 0.00301 0.00107 0.00433
0.00176 0.00144 0.00070 0.00155 0.00090 0.00207
0.00635 0.00009 0.00401 0.00353 0.00185 0.00151
0.00009 - 0.00206 - 0.00002 - 0.00539 - 0.00118 - 0.00136
0.00388 0.00218 0.00400 0.00424 0.00215 0.00184
0.00246 0.00085 0.00400 0.00772 0.00096 0.00203
0.00245 0.00188 0.00234 - 0.00033 0.00267 0.00287
0.00291 0.00136 0.00226 0.00430 0.00126 0.00203
0.00743 - 0.00021 0.00646 0.00355 0.00258 0.00139
0.00288 0.00126 0.00297 0.00996 0.00001 0.00320
0.00635 0.00059 0.00703 0.01416 0.00137 0.00291
0.00462 0.00120 0.00684 0.00529 0.00217 0.00044
 0.00209 0.00181 0.00111 0.00300 0.00110 0.00188
0.00305 0.00190 0.00246 0.00350 0.00194 0.00197
0.00339 0.00126 0.00259 0.00086 0.00197 0.00189
ON NEGATIVO

DE CORRELACION

AAPL PG SONY PLYA NEE UNH

1.0000 0.3719 0.4971 0.3379 0.3699 0.4110
0.3719 1.0000 0.3374 0.2667 0.3181 0.4013
0.4971 0.3374 1.0000 0.3287 0.3940 0.1992
0.3379 0.2667 0.3287 1.0000 -0.1253 0.2630
0.3699 0.3181 0.3940 -0.1253 1.0000 0.2359
0.4110 0.4013 0.1992 0.2630 0.2359 1.0000
0.3985 0.5563 0.1653 0.1759 0.2587 0.6215
0.7320 0.0182 0.4847 0.2039 0.2719 0.2315
0.0061 -0.2320 -0.0017 -0.1791 -0.0996 -0.1193
0.4945 0.4722 0.5340 0.2707 0.3482 0.3118
0.3497 0.2055 0.5965 0.5507 0.1730 0.3838
0.3414 0.4436 0.3417 -0.0233 0.4735 0.5295
0.5548 0.4412 0.4528 0.4117 0.3062 0.5142
0.5879 -0.0289 0.5356 0.1408 0.2593 0.1459
0.3244 0.2409 0.3508 0.5623 0.0021 0.4781
0.3561 0.0560 0.4129 0.3976 0.0976 0.2161
0.4691 0.2061 0.7279 0.2693 0.2806 0.0595
0.5028 0.7391 0.2806 0.3620 0.3376 0.5987
0.4864 0.5150 0.4106 0.2800 0.3932 0.4177
0.5950 0.3763 0.4773 0.0758 0.4412 0.4394
Las dos acciones mas grandes que hay en nuestro portafolio

AAPL PG SONY PLYA NEE UNH

7.58% 3.75% 3.75% 3.75% 3.75% 8.00%

AAPL PG SONY PLYA NEE UNH

0.00004 0.00000 0.00001 0.00001 0.00001 0.00001
0.00000 0.00000 0.00000 0.00000 0.00000 0.00000
0.00001 0.00000 0.00001 0.00001 0.00000 0.00000
0.00001 0.00000 0.00001 0.00004 - 0.00000 0.00001
0.00001 0.00000 0.00000 - 0.00000 0.00001 0.00000
0.00001 0.00000 0.00000 0.00001 0.00000 0.00003
0.00001 0.00000 0.00000 0.00000 0.00000 0.00001
0.00002 0.00000 0.00001 0.00000 0.00000 0.00000
 0.00000 - 0.00000 - 0.00000 - 0.00001 - 0.00000 - 0.00000
0.00001 0.00000 0.00001 0.00001 0.00000 0.00001
0.00001 0.00000 0.00001 0.00001 0.00000 0.00001
0.00001 0.00000 0.00000 - 0.00000 0.00000 0.00001
0.00001 0.00000 0.00000 0.00001 0.00000 0.00001
0.00008 - 0.00000 0.00004 0.00002 0.00001 0.00002
0.00001 0.00000 0.00000 0.00001 0.00000 0.00001
0.00002 0.00000 0.00001 0.00002 0.00000 0.00001
0.00001 0.00000 0.00001 0.00001 0.00000 0.00000
0.00001 0.00000 0.00000 0.00001 0.00000 0.00001
0.00001 0.00000 0.00000 0.00000 0.00000 0.00001
0.00001 0.00000 0.00000 0.00000 0.00000 0.00001

l Portafolio 0.3333% Mensual

l Portafolio 0.3333% Formula 0.33%
rtafolio Mensual 5.77%
ortafolio Annual 20.00%
JNJ AMZN ZM NKE JPM PFE
JNJ AMZN ZM NKE JPM PFE
-1.43% -4.85% -4.02% -1.78% -5.29% -8.47%
0.79% -2.27% -16.88% 11.15% 7.13% 1.07%
2.06% 2.35% -8.28% -4.65% 6.14% 6.79%
4.13% 1.36% 6.60% 4.40% 5.48% 0.39%
6.09% 2.61% -8.67% 8.36% 5.80% 1.71%
2.06% 8.71% 12.14% -4.95% -5.05% -4.95%
-9.67% -6.22% 37.61% -7.19% -12.28% -10.26%
-2.49% 3.50% 39.16% -7.43% -22.46% -2.33%
14.42% 26.89% -7.49% 5.37% 6.36% 17.52%
-0.86% -1.28% 32.78% 13.08% 1.62% -0.44%
-5.46% 12.96% 41.26% -0.54% -3.34% -14.38%
3.65% 14.71% 0.15% -0.45% 2.74% 17.68%
5.25% 9.05% 28.04% 14.63% 3.67% -1.79%
-2.95% -8.76% 44.60% 12.20% -3.91% -2.88%
-7.91% -3.58% -1.96% -4.35% 1.84% -3.32%
5.52% 4.34% 3.79% 12.18% 20.24% 13.81%
8.78% 2.81% -29.48% 5.03% 7.80% -3.92%
3.65% -1.56% 10.30% -5.57% 1.26% -2.47%
-2.86% -3.53% 0.41% 0.89% 14.38% -6.71%
3.72% 0.04% -14.00% -1.40% 3.44% 8.18%
-0.99% 12.07% -0.54% -0.20% 1.04% 6.68%
4.01% -7.05% 3.74% 2.90% 6.78% 0.21%
-2.66% 6.74% 16.74% 13.21% -5.30% 1.11%
4.53% -3.27% -2.31% 8.43% -2.42% 9.32%
0.54% 4.30% -23.43% -1.65% 5.38% 7.62%
-6.72% -5.35% -9.67% -11.84% 2.34% -6.64%
0.85% 2.66% 5.03% 15.19% 3.79% 1.70%
-4.27% 3.99% -23.03% 1.17% -6.51% 22.84%
9.71% -4.93% -13.01% -1.52% -0.30% 9.90%
0.71% -10.28% -16.11% -11.16% -6.16% -10.77%
-4.48% 2.67% -14.05% -7.78% -4.58% -10.91%
7.69% 6.14% -11.59% -1.46% -3.86% 10.29%
1.82% -23.75% -15.06% -7.33% -12.44% -5.22%
-0.52% -3.28% 7.91% -4.69% 10.78% 8.09%
-1.13% -11.65% 0.48% -14.01% -14.84% -1.15%
-1.68% 27.06% -3.81% 12.45% 2.44% -3.66%
-7.55% -6.06% -22.59% -7.37% -1.41% -10.45%
1.25% -10.86% -8.47% -21.92% -8.12% -3.25%
6.49% -9.35% 13.38% 11.50% 20.46% 6.38%
2.32% -5.76% -9.60% 18.35% 9.77% 7.69%
-0.76% -12.99% -10.19% 6.67% -2.95% 2.21%
-7.49% 22.77% 10.72% 8.82% 4.37% -13.82%
-6.22% -8.63% -0.55% -6.71% 2.42% -8.13%
 1.14% 9.61% -1.01% 3.24% -9.10% 0.57%
5.61% 2.09% -16.81% 3.33% 6.09% -4.68%
-5.28% 14.35% 9.28% -16.93% -1.83% -2.24%
5.53% 5.60% -0.76% 6.16% 2.56% -2.97%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
6% 4% 4% 4% 4% 4%

dinero destinado al portafolio seria 1'800 000 y reservamos 200 000 para compras coyuntur
110,282 67,500 67,500 67,500 67,500 67,500
ra, con este resultado tendriamos el numero de acciones que comprariamos. Ya que en la plataforma marketwa

JNJ AMZN ZM NKE JPM PFE

0.60% 1.13% 0.64% 0.95% 0.71% 0.33%
5.05% 9.94% 17.30% 8.99% 8.05% 8.23%

JNJ AMZN ZM NKE JPM PFE

7.49% 14.40% 7.97% 12.07% 8.83% 4.05%
17.50% 34.43% 59.93% 31.14% 27.88% 28.50%

JNJ AMZN ZM NKE JPM PFE

6% 4% 4% 4% 4% 4%

JNJ AMZN ZM NKE JPM PFE

0.14% 0.34% -0.07% 0.33% 0.31% 0.20%
0.49 1.17 -0.25 1.14 1.08 0.70
6% 4% 4% 4% 4% 4%
analistas de Yahoo Finance
respecto a los precios actuales (cotizaciones a junio) y si es que los estimados de los analistas de Yahoo Finance
JNJ AMZN ZM NKE JPM PFE
179.71 140.26 83.53 128.32 160.74 46.23
163.63 127.33 66.62 111.74 139.19 36.89
9.83% 10.15% 25.38% 14.84% 15.48% 25.32%

7.33% 13.14% 1.10% 12.85% 12.36% 9.12%

SUBVALUADA SOBREVAL SUBVALUADA SUBVALUADA SUBVALUADA SUBVALUADA
COMPRAR VENDER COMPRAR COMPRAR COMPRAR COMPRAR

JNJ AMZN ZM NKE JPM PFE

0.49 1.17 -0.25 1.14 1.08 0.70
7.33% 13.14% 1.10% 12.85% 12.36% 9.12%
9.83% 10.15% 25.38% 14.84% 15.48% 25.32%

Encima de la curva : subvaluada

Debajo de la curva: sobrevaluada

PLYA NEE UNH JNJ AMZN ZM

0% 11% 0% 28% 4% 10%
5% 6% 6% 7% 3% 4%
4% 4% 8% 6% 4% 4%
4% 4% 4% 4% 3% 3%
4% 3% 3% 3% 2% 3%
3% 2% 2% 2% 2% 2%
 2% 1% 1% 1% 2% 2%
1% 1% 1% 1% 1% 1%
0% 0% 0% 0% 0% 0%

.00% 50.00% 55.00%

JNJ AMZN ZM NKE JPM PFE

0.00176 0.00635 0.00009 0.00388 0.00246 0.00245
0.00144 0.00009 - 0.00206 0.00218 0.00085 0.00188
0.00070 0.00401 - 0.00002 0.00400 0.00400 0.00234
0.00155 0.00353 - 0.00539 0.00424 0.00772 - 0.00033
0.00090 0.00185 - 0.00118 0.00215 0.00096 0.00267
0.00207 0.00151 - 0.00136 0.00184 0.00203 0.00287
0.00255 0.00058 - 0.00241 0.00145 0.00144 0.00225
0.00058 0.00988 0.00210 0.00238 0.00122 0.00145
- 0.00241 0.00210 0.02994 0.00261 - 0.00272 - 0.00358
0.00145 0.00238 0.00261 0.00808 0.00353 0.00202
0.00144 0.00122 - 0.00272 0.00353 0.00648 0.00188
0.00225 0.00145 - 0.00358 0.00202 0.00188 0.00677
0.00169 0.00214 - 0.00205 0.00285 0.00333 0.00188
- 0.00061 0.00912 0.00718 0.00619 0.00346 0.00256
0.00228 0.00203 - 0.00471 0.00345 0.00553 0.00260
0.00115 0.00750 0.00712 0.00379 0.00568 0.00165
0.00060 0.00558 0.00030 0.00365 0.00351 0.00244
0.00153 0.00070 - 0.00198 0.00189 0.00146 0.00179
0.00140 0.00252 - 0.00027 0.00352 0.00235 0.00275
0.00071 0.00375 0.00020 0.00266 0.00088 0.00217

JNJ AMZN ZM NKE JPM PFE

0.3985 0.7320 0.0061 0.4945 0.3497 0.3414
0.5563 0.0182 -0.2320 0.4722 0.2055 0.4436
0.1653 0.4847 -0.0017 0.5340 0.5965 0.3417
0.1759 0.2039 -0.1791 0.2707 0.5507 -0.0233
0.2587 0.2719 -0.0996 0.3482 0.1730 0.4735
0.6215 0.2315 -0.1193 0.3118 0.3838 0.5295
1.0000 0.1164 -0.2756 0.3189 0.3548 0.5419
0.1164 1.0000 0.1219 0.2670 0.1524 0.1768
-0.2756 0.1219 1.0000 0.1678 -0.1950 -0.2515
0.3189 0.2670 0.1678 1.0000 0.4883 0.2734
0.3548 0.1524 -0.1950 0.4883 1.0000 0.2836
0.5419 0.1768 -0.2515 0.2734 0.2836 1.0000
0.5574 0.3580 -0.1977 0.5285 0.6881 0.3815
-0.0829 0.6334 0.2865 0.4755 0.2968 0.2147
0.4441 0.2003 -0.2674 0.3766 0.6750 0.3104
0.1117 0.3688 0.2012 0.2063 0.3448 0.0983
0.1056 0.4975 0.0156 0.3595 0.3868 0.2625
0.6341 0.1475 -0.2404 0.4420 0.3801 0.4557
0.3852 0.3525 -0.0215 0.5455 0.4060 0.4661
0.2142 0.5777 0.0178 0.4544 0.1672 0.4047

JNJ AMZN ZM NKE JPM PFE

6.13% 3.75% 3.75% 3.75% 3.75% 3.75%

JNJ AMZN ZM NKE JPM PFE

0.00001 0.00002 0.00000 0.00001 0.00001 0.00001
0.00000 0.00000 - 0.00000 0.00000 0.00000 0.00000
0.00000 0.00001 - 0.00000 0.00001 0.00001 0.00000
0.00000 0.00000 - 0.00001 0.00001 0.00001 - 0.00000
0.00000 0.00000 - 0.00000 0.00000 0.00000 0.00000
0.00001 0.00000 - 0.00000 0.00001 0.00001 0.00001
0.00001 0.00000 - 0.00001 0.00000 0.00000 0.00001
0.00000 0.00001 0.00000 0.00000 0.00000 0.00000
- 0.00001 0.00000 0.00004 0.00000 - 0.00000 - 0.00001
0.00000 0.00000 0.00000 0.00001 0.00000 0.00000
0.00000 0.00000 - 0.00000 0.00000 0.00001 0.00000
0.00001 0.00000 - 0.00001 0.00000 0.00000 0.00001
0.00000 0.00000 - 0.00000 0.00000 0.00000 0.00000
- 0.00001 0.00005 0.00004 0.00003 0.00002 0.00001
0.00001 0.00000 - 0.00001 0.00000 0.00001 0.00000
0.00000 0.00001 0.00001 0.00001 0.00001 0.00000
0.00000 0.00001 0.00000 0.00001 0.00000 0.00000
0.00001 0.00000 - 0.00001 0.00001 0.00000 0.00000
0.00000 0.00000 - 0.00000 0.00000 0.00000 0.00000
0.00000 0.00001 0.00000 0.00000 0.00000 0.00000
BRK-B NVDA CVX ROKU TSM PEP
BRK-B NVDA CVX ROKU TSM PEP
-0.98% -0.72% -4.38% 46.48% 0.00% 6.98%
2.27% 3.92% 0.75% -32.77% 9.03% 0.27%
2.19% 15.48% -2.07% 44.65% 11.08% 0.05%
3.63% 7.82% 0.85% 8.95% 2.83% -0.98%
2.81% 8.56% 2.89% -16.51% 9.44% 0.62%
-0.91% 0.48% -11.09% -9.67% -7.16% 3.91%
-8.06% 14.23% -12.88% -6.02% -0.19% -7.03%
-11.39% -2.40% -22.37% -23.04% -11.24% -9.04%
2.48% 10.88% 26.97% 38.58% 11.17% 10.15%
-0.95% 21.47% -0.33% -9.67% -5.27% -0.56%
-3.81% 7.01% -2.69% 6.41% 12.80% 0.54%
9.67% 11.76% -5.93% 32.92% 38.96% 4.08%
11.37% 26.00% -0.01% 12.00% 0.46% 1.74%
-2.34% 1.17% -14.21% 8.83% 2.30% -1.04%
-5.18% -7.36% -3.47% 7.20% 3.45% -3.83%
13.38% 6.92% 25.44% 45.04% 15.68% 8.21%
1.29% -2.59% -3.13% 13.10% 12.39% 2.82%
-1.73% -0.50% 0.89% 17.17% 11.45% -7.91%
5.55% 5.58% 17.37% 1.66% 3.64% -5.40%
6.22% -2.67% 4.79% -17.63% -6.08% 9.49%
7.63% 12.45% -1.64% 5.28% -1.30% 1.92%
5.27% 8.23% 0.70% 1.09% 0.53% 2.62%
-3.98% 23.13% 0.92% 32.46% 2.39% 0.16%
0.13% -2.52% -2.80% -6.74% -2.93% 5.93%
2.69% 14.80% -4.95% -17.72% 2.03% -0.36%
-4.49% -7.46% 4.84% -11.08% -6.18% -3.82%
5.15% 23.42% 12.85% -2.70% 1.84% 7.44%
-3.60% 27.81% -1.41% -25.35% 3.03% -1.13%
8.06% -9.99% 3.97% 0.26% 2.70% 8.72%
4.69% -16.75% 11.91% -28.11% 1.93% -0.11%
2.69% -0.41% 9.65% -14.95% -12.74% -5.64%
9.79% 11.90% 13.08% -10.22% -2.57% 2.22%
-8.52% -32.03% -3.78% -25.84% -10.87% 2.59%
-2.12% 0.67% 11.48% 2.15% 2.55% -2.31%
-13.60% -18.81% -17.11% -13.45% -14.22% -0.65%
10.10% 19.82% 13.12% -20.23% 8.23% 4.98%
-6.59% -16.90% -3.49% 3.79% -5.80% -1.54%
-4.91% -19.58% -9.10% -17.06% -17.74% -5.23%
10.51% 11.19% 25.91% -1.52% -10.22% 11.22%
7.97% 25.38% 1.33% 6.90% 34.82% 2.16%
-3.04% -13.64% -2.08% -31.45% -10.23% -2.61%
0.85% 33.69% -3.05% 41.28% 24.49% -5.34%
-2.04% 18.83% -7.61% 12.50% -6.10% 1.47%
 1.18% 19.65% 1.49% 1.75% 6.83% 5.05%
6.41% -0.10% 3.32% -14.60% -9.37% 4.71%
-2.27% 36.34% -10.65% 3.54% 16.95% -4.47%
4.06% 7.40% 2.25% 8.14% 1.54% 1.39%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
4% 15% 4% 4% 4% 7%

0 para compras coyunturales de corto plazo.

67,500 270,000 67,500 67,500 67,500 126,794
ue en la plataforma marketwatch se compraba activos por el numero de acciones y no por un monto de dinero.

BRK-B NVDA CVX ROKU TSM PEP

1.20% 5.87% 0.97% 0.95% 2.38% 0.88%
6.01% 14.48% 10.18% 20.45% 11.29% 4.76%

BRK-B NVDA CVX ROKU TSM PEP

15.37% 98.18% 12.26% 12.08% 32.63% 11.15%
20.80% 50.17% 35.27% 70.86% 39.10% 16.51%

BRK-B NVDA CVX ROKU TSM PEP

4% 15% 4% 4% 4% 7%

BRK-B NVDA CVX ROKU TSM PEP

0.26% 0.46% 0.36% 0.49% 0.32% 0.16%
0.89 1.58 1.24 1.69 1.12 0.56
4% 15% 4% 4% 4% 7%
os analistas de Yahoo Finance son correctos.
BRK-B NVDA CVX ROKU TSM PEP
377.00 473.85 188.42 67.63 110.48 200.82
334.12 406.32 154.01 62.94 100.11 184.89
12.83% 16.62% 22.34% 7.45% 10.36% 8.62%

10.77% 16.62% 13.70% 17.57% 12.67% 7.99%

SUBVALUADA EQUILIBRIO SUBVALUADA SOBREVAL SOBREVAL SUBVALUADA
COMPRAR MANTENER COMPRAR VENDER VENDER COMPRAR

BRK-B NVDA CVX ROKU TSM PEP

0.89 1.58 1.24 1.69 1.12 0.56
10.77% 16.62% 13.70% 17.57% 12.67% 7.99%
12.83% 16.62% 22.34% 7.45% 10.36% 8.62%

NKE JPM PFE BRK-B NVDA CVX

0% 9% 0% 0% 0% 0%
4% 5% 6% 5% 11% 5%
4% 4% 4% 4% 15% 4%
4% 4% 5% 4% 29% 4%
3% 3% 3% 3% 44% 3%
2% 2% 2% 2% 58% 2%
 2% 2% 1% 1% 72% 1%
1% 1% 1% 1% 86% 1%
0% 0% 0% 0% 100% 0%

BRK-B NVDA CVX ROKU TSM PEP

0.00291 0.00743 0.00288 0.00635 0.00462 0.00209
0.00136 - 0.00021 0.00126 0.00059 0.00120 0.00181
0.00226 0.00646 0.00297 0.00703 0.00684 0.00111
0.00430 0.00355 0.00996 0.01416 0.00529 0.00300
0.00126 0.00258 0.00001 0.00137 0.00217 0.00110
0.00203 0.00139 0.00320 0.00291 0.00044 0.00188
0.00169 - 0.00061 0.00228 0.00115 0.00060 0.00153
0.00214 0.00912 0.00203 0.00750 0.00558 0.00070
- 0.00205 0.00718 - 0.00471 0.00712 0.00030 - 0.00198
0.00285 0.00619 0.00345 0.00379 0.00365 0.00189
0.00333 0.00346 0.00553 0.00568 0.00351 0.00146
0.00188 0.00256 0.00260 0.00165 0.00244 0.00179
0.00361 0.00323 0.00401 0.00261 0.00258 0.00164
0.00323 0.02098 0.00180 0.01048 0.00852 0.00041
0.00401 0.00180 0.01037 0.00309 0.00142 0.00238
0.00261 0.01048 0.00309 0.04184 0.01228 0.00192
0.00258 0.00852 0.00142 0.01228 0.01274 0.00048
 0.00164 0.00041 0.00238 0.00192 0.00048 0.00227
0.00189 0.00353 0.00286 0.00347 0.00226 0.00216
0.00185 0.00513 0.00124 0.00436 0.00226 0.00152

BRK-B NVDA CVX ROKU TSM PEP

0.5548 0.5879 0.3244 0.3561 0.4691 0.5028
0.4412 -0.0289 0.2409 0.0560 0.2061 0.7391
0.4528 0.5356 0.3508 0.4129 0.7279 0.2806
0.4117 0.1408 0.5623 0.3976 0.2693 0.3620
0.3062 0.2593 0.0021 0.0976 0.2806 0.3376
0.5142 0.1459 0.4781 0.2161 0.0595 0.5987
0.5574 -0.0829 0.4441 0.1117 0.1056 0.6341
0.3580 0.6334 0.2003 0.3688 0.4975 0.1475
-0.1977 0.2865 -0.2674 0.2012 0.0156 -0.2404
0.5285 0.4755 0.3766 0.2063 0.3595 0.4420
0.6881 0.2968 0.6750 0.3448 0.3868 0.3801
0.3815 0.2147 0.3104 0.0983 0.2625 0.4557
1.0000 0.3718 0.6551 0.2123 0.3801 0.5735
0.3718 1.0000 0.1219 0.3537 0.5212 0.0600
0.6551 0.1219 1.0000 0.1483 0.1237 0.4903
0.2123 0.3537 0.1483 1.0000 0.5318 0.1967
0.3801 0.5212 0.1237 0.5318 1.0000 0.0891
0.5735 0.0600 0.4903 0.1967 0.0891 1.0000
0.4393 0.3391 0.3912 0.2359 0.2790 0.6325
0.4714 0.5427 0.1866 0.3264 0.3064 0.4894

BRK-B NVDA CVX ROKU TSM PEP

3.75% 15.00% 3.75% 3.75% 3.75% 7.04%

BRK-B NVDA CVX ROKU TSM PEP

0.00001 0.00008 0.00001 0.00002 0.00001 0.00001
0.00000 - 0.00000 0.00000 0.00000 0.00000 0.00000
0.00000 0.00004 0.00000 0.00001 0.00001 0.00000
0.00001 0.00002 0.00001 0.00002 0.00001 0.00001
0.00000 0.00001 0.00000 0.00000 0.00000 0.00000
0.00001 0.00002 0.00001 0.00001 0.00000 0.00001
0.00000 - 0.00001 0.00001 0.00000 0.00000 0.00001
0.00000 0.00005 0.00000 0.00001 0.00001 0.00000
- 0.00000 0.00004 - 0.00001 0.00001 0.00000 - 0.00001
0.00000 0.00003 0.00000 0.00001 0.00001 0.00001
0.00000 0.00002 0.00001 0.00001 0.00000 0.00000
0.00000 0.00001 0.00000 0.00000 0.00000 0.00000
0.00001 0.00002 0.00001 0.00000 0.00000 0.00000
0.00002 0.00047 0.00001 0.00006 0.00005 0.00000
0.00001 0.00001 0.00001 0.00000 0.00000 0.00001
0.00000 0.00006 0.00000 0.00006 0.00002 0.00001
0.00000 0.00005 0.00000 0.00002 0.00002 0.00000
0.00000 0.00000 0.00001 0.00001 0.00000 0.00001
0.00000 0.00002 0.00000 0.00000 0.00000 0.00001
0.00000 0.00003 0.00000 0.00001 0.00000 0.00000
HD COST Cartera S&P 500
HD COST
6.65% 6.94% 1.48% -1.81%
1.80% -2.26% 0.24% 1.72%
1.10% 3.12% 7.38% 2.04%
-6.00% 0.91% 3.69% 3.40%
-0.97% -1.96% 3.80% 2.86%
4.45% 3.95% -0.35% -0.16%
-4.50% -7.98% -3.68% -8.41%
-14.29% 1.42% -7.48% -12.51%
17.74% 6.27% 13.47% 12.68%
13.03% 1.81% 6.33% 4.53%
0.82% -1.71% 5.00% 1.84%
5.98% 7.36% 9.87% 5.51%
7.36% 6.80% 10.49% 7.01%
-2.57% 2.11% 0.33% -3.92%
-3.96% 0.74% -2.75% -2.77%
4.01% 9.55% 11.44% 10.75%
-4.25% -3.83% 2.61% 3.71%
1.96% -6.46% -0.60% -1.11%
-4.61% -6.08% 1.71% 2.61%
18.16% 6.49% 2.36% 4.24%
6.03% 5.56% 4.48% 5.24%
-1.47% 1.66% 1.86% 0.55%
-0.01% 4.60% 6.41% 2.22%
2.92% 8.61% 1.72% 2.27%
-0.61% 6.00% 2.47% 2.90%
0.64% -1.35% -4.19% -4.76%
13.25% 9.39% 9.20% 6.91%
7.77% 9.73% 3.59% -0.83%
3.59% 5.25% 3.21% 4.36%
-11.57% -11.02% -7.60% -5.26%
-13.94% 2.80% -2.90% -3.14%
-5.22% 10.90% 3.92% 3.58%
0.36% -7.66% -10.45% -8.80%
0.78% -12.32% 0.08% 0.01%
-9.41% 2.80% -8.54% -8.39%
9.72% 12.94% 8.03% 9.11%
-4.16% -3.55% -6.66% -4.24%
-4.33% -9.54% -10.45% -9.34%
7.32% 6.19% 8.14% 7.99%
9.41% 7.53% 8.65% 5.38%
-2.51% -15.35% -6.60% -5.90%
2.63% 11.97% 9.37% 6.18%
-8.52% -5.27% 1.00% -2.61%
 -0.48% 2.62% 6.07% 3.51%
1.84% 1.28% 0.44% 1.46%
-5.69% 1.66% 4.81% 0.25%
8.62% 2.32% 2.85% 3.56%
0.00% 0.00% 0.00% 0.00%
4% 4% 100%

67,500 67,500
y no por un monto de dinero.

HD COST Cartera S&P 500

1.02% 1.56% 1.96% 0.93%
7.18% 6.52% 5.77% 5.36%

Portafolio Mercado
HD COST Cartera S&P 500
12.93% 20.42% 26.29% 11.69%
24.88% 22.60% 20.00% 18.58%

Ratio o Indice Treyno

Rf
Treynor

HD COST Cartera
4% 4% 100%

HD COST Cartera
0.26% 0.22% 0.29%
0.91 0.75 0.99
4% 4% 20%
 HD COST
314.39 574.81
307.89 523.42
2.11% 9.82%

10.92% 9.60%
SOBREVAL SUBVALUADA
VENDER COMPRAR

HD COST
0.91 0.75
10.92% 9.60%
2.11% 9.82%

ROKU TSM PEP HD COST

0% 0% 15% 0% 3%
1% 3% 7% 5% 5%
4% 4% 7% 4% 4%
1% 3% 5% 4% 4%
1% 2% 3% 3% 3%
1% 2% 2% 2% 2%
 1% 2% 1% 1% 2%
1% 1% 1% 1% 1%
0% 0% 0% 0% 0%

HD COST
0.00305 0.00339
0.00190 0.00126
0.00246 0.00259
0.00350 0.00086
0.00194 0.00197
0.00197 0.00189
0.00140 0.00071
0.00252 0.00375
- 0.00027 0.00020
0.00352 0.00266
0.00235 0.00088
0.00275 0.00217
0.00189 0.00185
0.00353 0.00513
0.00286 0.00124
0.00347 0.00436
0.00226 0.00226
0.00216 0.00152
0.00516 0.00228
0.00228 0.00426

HD COST
0.4864 0.5950
0.5150 0.3763
0.4106 0.4773
0.2800 0.0758
0.3932 0.4412
0.4177 0.4394
0.3852 0.2142
0.3525 0.5777
-0.0215 0.0178
0.5455 0.4544
0.4060 0.1672
0.4661 0.4047
0.4393 0.4714
0.3391 0.5427
0.3912 0.1866
0.2359 0.3264
0.2790 0.3064
0.6325 0.4894
1.0000 0.4863
0.4863 1.0000

HD COST Cartera
3.75% 3.75% 100% Varianza del Portafolio.

HD COST
0.00001 0.00001
0.00000 0.00000
0.00000 0.00000
0.00000 0.00000
0.00000 0.00000
0.00001 0.00001
0.00000 0.00000
0.00000 0.00001
- 0.00000 0.00000
0.00000 0.00000
0.00000 0.00000
0.00000 0.00000
0.00000 0.00000
0.00002 0.00003
0.00000 0.00000
0.00000 0.00001
0.00000 0.00000
0.00001 0.00000
0.00001 0.00000
0.00000 0.00001
atio o Indice Treynor y la composición del portafolio optimo / tasa libre de riesgo Alfa de Jansen y la co
es de 3.20%.
3.20% Rp = Rendimiento de la cartera o portafolio Rf
0.23 Beta= Riesgo sistematico del mercado Alfa de Jansen
rf = Tasa libre de riesgo
rianza del Portafolio.
fa de Jansen y la composición del portafolio, si la tasa libre de riesgo es de
3.2%.
3.20% Rp = Rendimiento de la cartera o portafolio
0.15 Beta= Riesgo sistematico del mercado
rf = Tasa libre de riesgo
Rm= Rendimiento de mercado
 Años AAPL DIS SONY
Berkshire Hathaway Inc. (BRK-A) 1/6/2016 23.9 97.82 29.35
UnitedHealth Group Incorporated (UNH) 1/7/2016 26.0525 95.949997 33.41
The Procter & Gamble Company (PG) 1/8/2016 26.525 94.459999 32.16
The Home Depot (HD) 1/9/2016 28.262501 92.860001 33.209999
PepsiCo 1/10/2016 28.385 92.690002 31.33
The Coca-Cola Company (KO) 1/11/2016 27.629999 99.120003 29.07
Costco Wholesale Corporation (COST) 1/12/2016 28.955 104.220001 28.030001
zoom video (ZM) 1/1/2017 30.3375 110.650002 30.27
pfizer (PFE) 1/2/2017 34.247501 110.089996 30.959999
johnson&johnson (JNJ) 1/3/2017 35.915001 113.389999 33.73
roku (roku) 1/4/2017 35.912498 115.599998 34.52
taiwan Semiconductor(TSM) 1/5/2017 38.189999 107.940002 36.619999
chevron (CVX) 1/6/2017 36.005001 106.25 38.189999
C3.ai (AI) 1/7/2017 37.182499 109.93 41.07
Warner Bros (WBD) 1/8/2017 41 101.199997 39.630001
Amazon(AMZN) 1/9/2017 38.529999 98.57 37.34
NVIDIA (NVDA) 1/10/2017 42.259998 97.809998 43.41
Nike (NKE) 1/11/2017 42.962502 104.82 46.799999
Apple (AAPL) 1/12/2017 42.307499 107.510002 44.950001
Adidas 1/1/2018 41.857498 108.669998 47.939999
JPMorgan (JPM) 1/2/2018 44.529999 103.160004 50.459999
Disney (DIS) 1/3/2018 41.945 100.440002 48.34
NextEra Energy 1/4/2018 41.314999 100.330002 45.830002
AMD 1/5/2018 46.717499 99.470001 47.09
Microsoft 1/6/2018 46.2775 104.809998 51.259998
Broadcom 1/7/2018 47.572498 113.559998 54.02
ETF India 1/8/2018 56.907501 112.019997 56.830002
Sony 1/9/2018 56.435001 116.940002 60.650002
PLYA 1/10/2018 54.715 114.830002 54.130001
1/11/2018 44.645 115.489998 52.82
1/12/2018 39.435001 109.650002 48.279999
1/1/2019 41.610001 111.519997 50.119999
1/2/2019 43.287498 112.839996 47.990002
1/3/2019 47.487499 111.029999 42.240002
1/4/2019 50.1675 136.970001 50.369999
1/5/2019 43.767502 132.039993 48
1/6/2019 49.48 139.639999 52.389999
1/7/2019 53.259998 143.009995 56.860001
1/8/2019 52.185001 137.259995 56.91
1/9/2019 55.9925 130.320007 59.130001
1/10/2019 62.189999 129.919998 60.830002
1/11/2019 66.8125 151.580002 63.48
1/12/2019 73.412498 144.630005 68
 1/1/2020 77.377502 138.309998 70.18
1/2/2020 68.339996 117.650002 62.200001
1/3/2020 63.572498 96.599998 59.18
1/4/2020 73.449997 108.150002 64.25
1/5/2020 79.485001 117.300003 64.760002
1/6/2020 91.199997 111.510002 69.129997
1/7/2020 106.260002 116.940002 77.959999
1/8/2020 129.039993 131.869995 78.639999
1/9/2020 115.809998 124.080002 76.75
1/10/2020 108.860001 121.25 83.660004
1/11/2020 119.050003 148.009995 93.290001
1/12/2020 132.690002 181.179993 101.099998
1/1/2021 131.960007 168.169998 95.709999
1/2/2021 121.260002 189.039993 105.809998
1/3/2021 122.150002 184.520004 106.010002
1/4/2021 131.460007 186.020004 100.160004
1/5/2021 124.610001 178.649994 99.610001
1/6/2021 136.960007 175.770004 97.220001
1/7/2021 145.860001 176.020004 104.300003
1/8/2021 151.830002 181.300003 103.459999
1/9/2021 141.5 169.169998 110.580002
1/10/2021 149.800003 169.070007 115.790001
1/11/2021 165.300003 144.899994 121.849998
1/12/2021 177.570007 154.889999 126.400002
1/1/2022 174.779999 142.970001 111.660004
1/2/2022 165.119995 148.460007 102.529999
1/3/2022 174.610001 137.160004 102.709999
1/4/2022 157.649994 111.629997 86.050003
1/5/2022 148.839996 110.440002 94.07
1/6/2022 136.720001 94.400002 81.769997
1/7/2022 162.509995 106.099998 85.389999
1/8/2022 157.220001 112.080002 79.349998
1/9/2022 138.199997 94.330002 64.050003
1/10/2022 153.339996 106.540001 67.470001
1/11/2022 148.029999 97.870003 83.07
1/12/2022 129.929993 86.879997 76.279999
1/1/2023 144.289993 108.489998 89.459999
1/2/2023 147.410004 99.610001 83.580002
1/3/2023 164.899994 100.129997 90.650002
1/4/2023 169.679993 102.5 89.669998
1/5/2023 177.25 87.959999 93.699997
1/6/2023 185.270004 88.699997 90.370003
26/6/2023 185.27 88.70 90.37
PLYA NEE MSFT JNJ AMZN ZM NKE JPM
9.85 32.599998 51.169998 121.300003 35.780998 55.200001 62.139999
9.8 32.072498 56.68 125.230003 37.940498 55.5 63.970001
9.845 30.235001 57.459999 119.339996 38.458 57.639999 67.5
9.84 30.58 57.599998 118.129997 41.865501 52.650002 66.589996
9.85 32 59.919998 115.989998 39.491001 50.18 69.260002
9.95 28.557501 60.259998 111.300003 37.5285 50.07 80.169998
10.12 29.865 62.139999 115.209999 37.4935 50.830002 86.290001
10.74 30.93 64.650002 113.25 41.174 52.900002 84.629997
10.01 32.75 63.98 122.209999 42.251999 57.16 90.620003
10.5 32.092499 65.860001 124.550003 44.327 55.73 87.839996
10.39 33.389999 68.459999 123.470001 46.2495 55.41 87
10.46 35.360001 69.839996 128.25 49.730999 52.990002 82.150002
11.95 35.032501 68.93 132.289993 48.400002 59 91.400002
11.82 36.522499 72.699997 132.720001 49.389 59.049999 91.800003
10.37 37.627499 74.769997 132.369995 49.029999 52.810001 90.889999
10.43 36.637501 74.489998 130.009995 48.067501 51.849998 95.510002
10.33 38.767502 83.18 139.410004 55.264 54.990002 100.610001
10.64 39.509998 84.169998 139.330002 58.837502 60.419998 104.519997
10.79 39.047501 85.540001 139.720001 58.473499 62.549999 106.940002
10.36 39.605 95.010002 138.190002 72.544502 68.220001 115.669998
10.08 38.037498 93.769997 129.880005 75.622498 67.029999 115.5
10.22 40.8325 91.269997 128.149994 72.366997 66.440002 109.970001
10.3 40.977501 93.519997 126.489998 78.306503 68.389999 108.779999
10.49 41.452499 98.839996 119.620003 81.481003 71.800003 107.010002
10.8 41.7575 98.610001 121.339996 84.989998 79.68 104.199997
10.39 41.884998 106.080002 132.520004 88.872002 76.910004 114.949997
10.33 42.525002 112.330002 134.690002 100.635498 82.199997 114.580002
9.63 41.900002 114.370003 138.169998 100.150002 84.720001 112.839996
8.59 43.125 106.809998 139.990005 79.900497 75.040001 109.019997
7.58 45.427502 110.889999 146.899994 84.508499 75.120003 111.190002
7.19 43.455002 101.57 129.050003 75.098503 74.139999 97.620003
7.88 44.744999 104.43 133.080002 85.936501 81.879997 103.5
7.62 46.93 112.029999 136.639999 81.991501 85.730003 104.360001
7.63 48.330002 117.940002 139.789993 89.037498 84.209999 101.230003
8 48.610001 130.600006 141.199997 96.325996 87.830002 116.050003
8.05 49.552502 123.68 131.149994 88.753502 79.730003 77.139999 105.959999
7.71 51.215 133.960007 139.279999 94.681503 88.790001 83.949997 111.800003
7.33 51.7925 136.270004 130.220001 93.338997 95.510002 86.029999 116
8.09 54.77 137.860001 128.360001 88.814499 91.669998 84.5 109.860001
7.83 58.247501 139.029999 129.380005 86.795502 76.199997 93.919998 117.690002
8.34 59.584999 143.369995 132.039993 88.833 69.889999 89.550003 124.919998
7.88 58.455002 151.380005 137.490005 90.040001 74.5 93.489998 131.759995
8.4 60.540001 157.699997 145.869995 92.391998 68.040001 101.309998 139.399994
7.02 67.050003 170.229996 148.869995 100.435997 76.300003 96.300003 132.360001
5.3 63.189999 162.009995 134.479996 94.1875 105 89.379997 116.110001
1.75 60.154999 157.710007 131.130005 97.486 146.119995 82.739998 90.029999
2.47 57.779999 179.210007 150.039993 123.699997 135.169998 87.18 95.760002
2.61 63.889999 183.25 148.75 122.1185 179.479996 98.580002 97.309998
3.62 60.0425 203.509995 140.630005 137.940994 253.539993 98.050003 94.059998
3.63 70.175003 205.009995 145.759995 158.233994 253.910004 97.610001 96.639999
4.22 69.792503 225.529999 153.410004 172.548004 325.100006 111.889999 100.190002
4.19 69.389999 210.330002 148.880005 157.436493 470.109985 125.540001 96.269997
3.87 73.209999 202.470001 137.110001 151.807495 460.910004 120.080002 98.040001
5.09 73.589996 214.070007 144.679993 158.401993 478.359985 134.699997 117.879997
5.95 77.150002 222.419998 157.380005 162.846497 337.320007 141.470001 127.07
5.32 80.870003 231.960007 163.130005 160.309998 372.070007 133.589996 128.669998
7.17 73.480003 232.380005 158.460007 154.6465 373.609985 134.779999 147.169998
7.3 75.610001 235.770004 164.350006 154.703995 321.290009 132.889999 152.229996
7.36 77.510002 252.179993 162.729996 173.371002 319.570007 132.619995 153.809998
7.31 73.220001 249.679993 169.25 161.153503 331.529999 136.460007 164.240005
7.43 73.279999 270.899994 164.740005 172.007996 387.029999 154.490005 155.539993
6.69 77.900002 284.910004 172.199997 166.379501 378.100006 167.509995 151.779999
7.31 83.989998 301.880005 173.130005 173.539505 289.5 164.740005 159.949997
8.29 78.519997 281.920013 161.5 164.251999 261.5 145.229996 163.690002
8.51 85.330002 331.619995 162.880005 168.621506 274.649994 167.289993 169.889999
7.12 86.779999 330.589996 155.929993 175.3535 211.410004 169.240005 158.830002
7.98 93.360001 336.320007 171.070007 166.716995 183.910004 166.669998 158.350006
7.63 78.120003 310.980011 172.289993 149.573502 154.279999 148.070007 148.600006
9.45 78.269997 298.790009 164.570007 153.563004 132.600006 136.550003 141.800003
8.65 84.709999 308.309998 177.229996 162.997498 117.230003 134.559998 136.320007
9.44 71.019997 277.519989 180.460007 124.281502 99.57 124.699997 119.360001
8.64 75.690002 271.869995 179.529999 120.209503 107.449997 118.849998 132.229996
6.87 77.459999 256.829987 177.509995 106.209999 107.970001 102.199997 112.610001
6.86 84.489998 280.73999 174.520004 134.949997 103.860001 114.919998 115.360001
6.56 85.059998 261.470001 161.339996 126.769997 80.400002 106.449997 113.730003
5.82 78.410004 232.899994 163.360001 113 73.589996 83.120003 104.5
6.17 77.5 232.130005 173.970001 102.440002 83.440002 92.68 125.879997
6.15 84.699997 255.139999 178 96.540001 75.43 109.690002 138.179993
6.53 83.599998 239.820007 176.649994 84 67.739998 117.010002 134.100006
7.58 74.629997 247.809998 163.419998 103.129997 75 127.330002 139.960007
8.92 71.029999 249.419998 153.259995 94.230003 74.589996 118.790001 143.350006
9.6 77.080002 288.299988 155 103.290001 73.839996 122.639999 130.309998
9.31 76.629997 307.26001 163.699997 105.449997 61.43 126.720001 138.240005
8.89 73.459999 328.390015 155.059998 120.580002 67.129997 105.260002 135.710007
7.98 74.290001 328.600006 163.630005 127.330002 66.620003 111.739998 139.190002
7.98 74.29 328.60 163.63 127.33 66.62 111.74 139.19
PFE WBD NVDA CVX ROKU TSM PEP HD
33.406071 25.23 11.7525 104.830002 26.23 105.940002 127.690002
35 25.09 14.275 102.480003 27.780001 108.919998 138.240005
33.017078 25.51 15.335 100.580002 28.74 106.75 134.119995
32.134724 26.92 17.129999 102.919998 30.59 108.769997 128.679993
30.085388 26.110001 17.790001 104.75 31.1 107.199997 122.010002
30.493359 27.09 23.049999 111.559998 29.690001 100.099998 129.399994
30.815939 27.41 26.684999 117.699997 28.75 104.629997 134.080002
30.104364 28.35 27.295 111.349998 30.91 103.779999 137.580002
32.371918 28.76 25.370001 112.5 31.469999 110.379997 144.910004
32.457306 29.09 27.2325 107.370003 32.84 111.860001 146.830002
32.182163 28.780001 26.075001 106.699997 33.07 113.279999 156.100006
30.97723 26.5 36.087502 103.480003 35.360001 116.870003 153.509995
31.86907 25.83 36.139999 104.330002 34.959999 115.489998 153.399994
31.461102 24.6 40.627499 109.190002 35.959999 116.610001 149.600006
32.182163 22.209999 42.360001 107.620003 36.970001 115.730003 149.869995
33.870968 21.290001 44.692501 117.5 37.549999 111.43 163.559998
33.263756 18.879999 51.702499 115.889999 20.379999 42.330002 110.230003 165.779999
34.402279 19.02 50.177502 118.989998 43.900002 39.599998 116.519997 179.820007
34.364326 22.379999 48.375 125.190002 51.779999 39.650002 119.919998 189.529999
35.142315 25.07 61.450001 125.349998 40.619999 45.310001 120.300003 200.899994
34.449715 24.32 60.5 111.919998 40.77 43.349998 109.730003 182.270004
33.671726 21.43 57.897499 114.040001 31.1 43.759998 109.150002 178.240005
34.734344 23.65 56.224998 125.110001 32.540001 38.450001 100.940002 184.800003
34.089184 21.09 63.047501 124.300003 37.459999 38.700001 100.25 186.550003
34.421253 27.5 59.224998 126.43 42.619999 36.560001 108.870003 195.100006
37.884251 26.58 61.215 126.269997 45.419998 41.209999 115 197.520004
39.392788 27.83 70.169998 118.459999 59.490002 43.599998 112.010002 200.770004
41.812145 32 70.254997 122.279999 73.029999 44.16 111.800003 207.149994
40.853889 32.389999 52.7075 111.650002 55.599998 38.099998 112.379997 175.880005
43.861481 30.719999 40.857498 118.940002 40.75 37.59 121.940002 180.320007
41.413662 24.74 33.375 108.790001 30.639999 36.91 110.480003 171.820007
40.275143 28.379999 35.9375 114.650002 44.950001 37.619999 112.669998 183.529999
41.129032 28.9 38.564999 119.580002 66.290001 39.049999 115.639999 185.139999
40.294117 27.02 44.889999 123.18 64.510002 40.959999 122.550003 191.889999
38.529411 30.9 45.25 120.059998 63.59 43.82 128.050003 203.699997
39.392788 27.26 33.865002 113.849998 90.400002 38.349998 128 189.850006
41.100571 30.700001 41.057499 124.440002 90.580002 39.169998 131.130005 207.970001
36.850094 30.309999 42.18 123.110001 103.330002 42.630001 127.809998 213.690002
33.728653 27.6 41.877499 117.720001 151.360001 42.630001 136.729996 227.910004
34.089184 26.629999 43.517502 118.599998 101.760002 46.48 137.100006 232.020004
36.404175 26.959999 50.255001 116.139999 147.199997 51.630001 137.169998 234.580002
36.54649 32.939999 54.185001 117.129997 160.369995 53.09 135.830002 220.509995
37.172676 32.740002 58.825001 120.510002 133.899994 58.099998 136.669998 218.380005
35.332069 29.26 59.107498 107.139999 120.949997 53.939999 142.020004 228.100006
31.707781 25.700001 67.517502 93.339996 113.669998 53.84 132.029999 217.839996
30.967743 19.440001 65.900002 72.459999 87.480003 47.790001 120.099998 186.710007
36.394688 22.42 73.07 92 121.230003 53.130001 132.289993 219.830002
36.233398 21.75 88.754997 91.699997 109.510002 50.330002 131.550003 248.479996
31.024668 21.1 94.977501 89.230003 116.529999 56.77 132.259995 250.509995
36.508537 21.1 106.147499 83.940002 154.889999 78.889999 137.660004 265.48999
35.853889 22.07 133.744995 83.93 173.479996 79.25 140.059998 285.040009
34.819733 21.77 135.304993 72 188.800003 81.07 138.600006 277.709991
33.662239 20.24 125.339996 69.5 202.399994 83.870003 133.289993 266.709991
38.310001 26.91 134.014999 87.18 293.570007 97.019997 144.229996 277.410004
36.810001 30.09 130.550003 84.449997 332.019989 109.040001 148.300003 265.619995
35.900002 41.419998 129.897507 85.199997 389.029999 121.519997 136.570007 270.820007
33.490002 53.029999 137.145004 100 395.480011 125.940002 129.190002 258.339996
36.23 43.459999 133.482498 104.790001 325.769989 118.279999 141.449997 305.25
38.650002 37.66 150.095001 103.07 342.970001 116.739998 144.160004 323.670013
38.73 32.110001 162.445007 103.790001 346.709991 117.360001 147.940002 318.910004
39.16 30.68 200.024994 104.739998 459.25 120.160004 148.169998 318.890015
42.810001 29.01 194.990005 101.809998 428.309998 116.639999 156.949997 328.190002
46.07 28.84 223.850006 96.769997 352.399994 119.010002 156.389999 326.179993
43.009998 25.379999 207.160004 101.449997 313.350006 111.650002 150.410004 328.26001
43.740002 23.440001 255.669998 114.489998 304.899994 113.699997 161.600006 371.73999
53.73 23.27 326.76001 112.870003 227.610001 117.150002 159.779999 400.609985
59.049999 23.540001 294.109985 117.349998 228.199997 120.309998 173.710007 415.01001
52.689999 27.91 244.860001 131.330002 164.050003 122.629997 173.520004 366.980011
46.939999 28.049999 243.850006 144 139.529999 107.010002 163.740005 315.829987
51.77 24.92 272.859985 162.830002 125.269997 104.260002 167.380005 299.329987
49.07 18.15 185.470001 156.669998 92.900002 92.93 171.710007 300.399994
53.040001 18.450001 186.720001 174.660004 94.900002 95.300003 167.75 302.75
52.43 13.42 151.589996 144.779999 82.139999 81.75 166.660004 274.269989
50.509998 15 181.630005 163.779999 65.519997 88.480003 174.960007 300.940002
45.23 13.24 150.940002 158.059998 68 83.349998 172.270004 288.420013
43.759998 11.5 121.389999 143.669998 56.400002 68.559998 163.259995 275.940002
46.549999 13 134.970001 180.899994 55.540001 61.549999 181.580002 296.130005
50.130001 11.4 169.229996 183.309998 59.369999 82.980003 185.509995 323.98999
51.240002 9.48 146.139999 179.490005 40.700001 74.489998 180.660004 315.859985
44.16 14.82 195.369995 174.020004 57.5 92.730003 171.020004 324.170013
40.57 15.62 232.160004 160.770004 64.690002 87.07 173.529999 296.540009
40.799999 15.1 277.769989 163.160004 65.82 93.019997 182.300003 295.119995
38.889999 13.61 277.48999 168.580002 56.209999 84.300003 190.889999 300.540009
38.02 11.28 378.339996 150.619995 58.200001 98.589996 182.350006 283.450012
36.889999 11.78 406.320007 154.009995 62.939999 100.110001 184.889999 307.890015
36.89 11.78 406.32 154.01 62.94 100.11 184.89 307.89
COST PG BRK-A UNH KO AI S&P500
157.039993 84.669998 144.789993 141.199997 45.330002 2098.86
167.220001 85.589996 144.270004 143.199997 43.630001 2173.6
162.089996 87.309998 150.490005 136.050003 43.43 2170.95
152.509995 89.75 144.470001 140 42.32 2168.27
147.869995 86.800003 144.300003 141.330002 42.400002 2126.15
150.110001 82.459999 157.440002 158.320007 40.349998 2198.81
160.110001 84.080002 162.979996 160.039993 41.459999 2238.83
163.949997 87.599998 164.139999 162.100006 41.57 2278.87
177.179993 91.07 171.419998 165.380005 41.959999 2363.64
167.690002 89.849998 166.679993 164.009995 42.439999 2362.72
177.520004 87.330002 165.210007 174.880005 43.150002 2384.2
180.429993 88.089996 165.279999 175.179993 45.470001 2411.8
159.929993 87.150002 169.369995 185.419998 44.849998 2423.41
158.509995 90.82 174.970001 191.809998 45.84 2470.3
156.740005 92.269997 181.160004 198.899994 45.549999 2471.65
164.289993 90.980003 183.320007 195.850006 45.009998 2519.36
161.080002 86.339996 186.940002 210.220001 45.98 2575.26
184.429993 89.989998 193.009995 228.169998 45.77 2647.58
186.119995 91.879997 198.220001 220.460007 45.880001 2673.61
194.869995 86.339996 214.380005 236.779999 47.59 2823.81
190.899994 78.519997 207.199997 226.160004 43.220001 2713.83
188.429993 79.279999 199.479996 214 43.43 2640.87
197.160004 72.339996 193.729996 236.399994 43.209999 2648.05
198.240005 73.169998 191.529999 241.509995 43 2705.27
208.979996 78.059998 186.649994 245.339996 43.860001 2718.37
218.710007 80.879997 197.869995 253.220001 46.630001 2816.29
233.130005 82.949997 208.720001 268.459991 44.57 2901.52
234.880005 83.230003 214.110001 266.040009 46.189999 2913.98
228.630005 88.68 205.279999 261.350006 47.880001 2711.74
231.279999 94.510002 218.240005 281.359985 50.400002 2760.17
203.710007 91.919998 204.179993 249.119995 47.349998 2506.85
214.630005 96.470001 205.539993 270.200012 48.130001 2704.1
218.740005 98.550003 201.300003 242.220001 45.34 2784.49
242.139999 104.050003 200.889999 247.259995 46.860001 2834.4
245.529999 106.480003 216.710007 233.070007 49.060001 2945.83
239.580002 102.910004 197.419998 241.800003 49.130001 2752.06
264.26001 109.650002 213.169998 244.009995 50.919998 2941.76
275.630005 118.040001 205.429993 249.009995 52.630001 2980.38
294.76001 120.230003 203.410004 234 55.040001 2926.46
288.109985 124.379997 208.020004 217.320007 54.439999 2976.74
297.109985 124.510002 212.580002 252.699997 54.43 3037.56
299.809998 122.059998 220.300003 279.869995 53.400002 3140.98
293.920013 124.900002 226.5 293.980011 55.349998 3230.78
305.519989 124.620003 224.429993 272.450012 58.400002 3225.52
281.140015 113.230003 206.339996 254.960007 53.490002 2954.22
285.130005 110 182.830002 249.380005 44.25 2584.59
303 117.870003 187.360001 292.470001 45.889999 2912.43
308.470001 115.919998 185.580002 304.850006 46.68 3044.31
303.209991 119.57 178.509995 294.950012 44.68 3100.29
325.529999 131.119995 195.779999 302.779999 47.240002 3271.12
347.660004 138.330002 218.039993 312.549988 49.529999 3500.31
355 138.990005 212.940002 311.769989 49.369999 3363
357.619995 137.100006 201.899994 305.140015 48.060001 3269.96
391.769989 138.869995 228.910004 336.339996 51.599998 3621.63
376.779999 139.139999 231.869995 350.679993 54.84 3756.07
352.429993 128.210007 227.869995 333.579987 48.150002 139.600006 3714.24
331 123.529999 240.509995 332.220001 48.990002 112.459999 3811.15
352.480011 135.429993 255.470001 372.070007 52.709999 65.910004 3972.89
372.089996 133.419998 274.950012 398.799988 53.98 66.260002 4181.17
378.269989 134.850006 289.440002 411.920013 55.290001 61.709999 4204.11
395.670013 134.929993 277.920013 400.440002 54.110001 62.529999 4297.5
429.720001 142.229996 278.290009 412.220001 57.029999 50.349998 4395.26
455.48999 142.389999 285.769989 416.269989 56.310001 51.540001 4522.68
449.350006 139.800003 272.940002 390.73999 52.470001 46.34 4307.54
491.540009 142.990005 287.01001 460.470001 56.369999 45.119999 4605.38
539.380005 144.580002 276.690002 444.220001 52.450001 36.959999 4567
567.700012 163.580002 299 502.140015 59.209999 31.25 4766.18
505.130005 160.449997 313.019989 472.570007 61.009998 26.34 4515.55
519.25 155.889999 321.450012 475.869995 62.240002 22.42 4373.94
575.849976 152.800003 352.910004 509.970001 62 22.700001 4530.41
531.719971 160.550003 322.829987 508.549988 64.610001 16.99 4131.93
466.220001 147.880005 315.980011 496.779999 63.380001 18.92 4132.15
479.279999 143.789993 273.019989 513.630005 62.91 18.26 3785.38
541.299988 138.910004 300.600006 542.340027 64.169998 18.41 4130.29
522.099976 137.940002 280.799988 519.330017 61.709999 18 3955
472.269989 126.25 267.019989 505.040009 56.02 12.5 3585.62
501.5 134.669998 295.089996 555.150024 59.849998 13.11 3871.98
539.25 149.160004 318.600006 547.76001 63.610001 13.01 4080.11
456.5 151.559998 308.899994 530.179993 63.610001 11.19 3839.5
511.140015 142.380005 311.519989 499.190002 61.32 19.85 4076.6
484.179993 137.559998 305.179993 475.940002 59.509998 22.58 3970.15
496.869995 148.690002 308.769989 472.589996 62.029999 33.57 4109.31
503.220001 156.380005 328.549988 492.089996 64.150002 17.82 4169.48
511.559998 142.5 321.079987 487.23999 59.66 40.009998 4179.83
523.419983 148.610001 334.119995 479.059998 61.220001 31.959999 4328.82
523.42 148.61 334.119995 479.06 61.22 31.96 4328.82
 AAPL 1 Apple (AAPL)
PG 2 The Procter & Gamble Company (PG)
SONY 3 Sony
PLYA 4 PLYA
NEE 5 NextEra Energy
UNH 6 UnitedHealth Group Incorporated (UNH)
JNJ 7 johnson&johnson (JNJ)
AMZN 8 Amazon(AMZN)
ZM 9 zoom video (ZM)
NKE 10 Nike (NKE)
JPM 11 JPMorgan (JPM)
PFE 12 pfizer (PFE)
BRK-B 13 Berkshire Hathaway Inc. (BRK-B)
NVDA 14 NVIDIA (NVDA)
CVX 15 chevron (CVX)
ROKU 16 roku (roku)
TSM 17 taiwan Semiconductor(TSM)
PEP 18 PepsiCo
HD 19 The Home Depot (HD)
COST 20 Costco Wholesale Corporation (COST)