Kategoriak: All - fiscalidad - comisiones - diversificación - riesgos

arabera DANIA LUISA FLORES RAMIREZ 9 months ago

38

Toma de decisiones en una cartera de inversión

Para gestionar una cartera de inversión de manera efectiva, es esencial diversificar los activos para minimizar los riesgos y maximizar los rendimientos. Es crucial definir claramente el perfil del inversor, que puede variar desde conservador hasta agresivo, dependiendo de factores como la tolerancia al riesgo y los objetivos financieros a largo plazo.

Toma de decisiones en una
cartera de inversión

DANIA LUISA FLORES RAMÍREZ

Bibliografía:

BBVA (2018) Cómo crear una cartera de inversión Recuperado de: https://www.bbva.com/es/economia-y-finanzas/cinco-reglas-para-crear-una-buena-cartera-de-inversion-y-dos-ejemplos-practicos/
El economista (2018) Cinco reglas básicas antes de invertir Recuperado de: https://www.eleconomista.com.mx/finanzaspersonales/Cinco-reglas-basicas-antes-de-invertir-20180607-0126.html

Inbest (2022) 8 reglas básicas de la inversión Recuperado de: https://www.inbestme.com/es/es/blog/reglas-basicas-de-inversion/

CNMV (2023) ¿Cómo tomar decisiones de inversión? Recuperado de: https://www.cnmv.es/portal/inversor/decisiones-inversion.aspx?lang=es

SAP Concur Team (2022) Lo que hay que saber antes de tomar decisiones de inversión Recuperado de: https://www.concur.com.mx/blog/article/desiciones-de-inversion-mx

Toma de decisiones en una cartera de inversión

Goal setting is everywhere in our daily lives. We set goals almost every day for our health, career, vacation, etc.

Buscar + oportunidades

We all have annoying traits, we might not be so aware of these but those around us are. Identify these and find ways to remove them your life.

De seguimiento

Want to learn something new? It's never too late. Start now!

How

La acciones en Bolsa

Besides our own wellbeing, we are also a little responsible to leave a good place after us. Think about how you can contribute to your community.

Fiscalidad y comisiones

This is something that one should work on all their life. We are responsible for our growth. Set your goals! Are there any hobbies that you've always wanted to try? Any skills that you feel you should work on?

Hobbies

Diversificar y cubrir riesgos

If you feel that your relationships or some of them are not at a level that you'd like them to be, you can find ways to improve. The first and most important step is identifying these relationships`!

Family

Definir el perfil inversor

Everyone has imagined at least once how their life should look like. Try to keep it realistic, plan your future income. After you decide your target, find ways to reach it.

Definir objetivos

Add information on how to improve your overall health. Keep in mind that mental and physical health are both very important! As the saying goes 'Mens sana in corpore sano'!

Mental

Infórmese

Add information about your career. What position are you in now? Where do you see yourself in the future? Set your goal now! And find ways to climb up the ladder.

Target