http://www.juliourvina.com Mon, 30 Jan 2012 21:36:02 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 http://www.juliourvina.com/2012/01/2012-01-30-portafolio-de-acciones-corto-plazo/ http://www.juliourvina.com/2012/01/2012-01-30-portafolio-de-acciones-corto-plazo/#comments Mon, 30 Jan 2012 11:41:52 +0000 Julio Urvina http://www.juliourvina.com/2012/01/2012-01-30-portafolio-de-acciones-corto-plazo/ NOMBRE SYMBOLO ROE GRACE (WR) NEW GRA 916.02 UTD RENTALS INC URI 344.53 TEMPUR-PEDIC TPX 218.86 CPI CORP CPY 118.94 SELECT COMFORT SCSS 62.72 SAFEGUARD SCTFC SFE 59.83 KOPPERS HOLDNGS KOP 47.46 SPECTRUM PHARMA SPPI 44.97 AVIS BUDGET GRP CAR 44.31 TORO CO TTC 39.96 QUESTCOR PHARMA QCOR 39.86 LANDSTAR SYSTEM LSTR 38.9 EPOCH HLDG CP EPHC 38.35 BOSTON BEER INC SAM 34.61 SALIX PHARM-LTD SLXP 31.94 CALLON PETE-DEL CPE 30.43 HANSEN NATURAL HANS 30.39 VEECO INSTRS-DE VECO 28.55 PIER 1 IMPORTS PIR 27.92 ]]> http://www.juliourvina.com/2012/01/2012-01-30-portafolio-de-acciones-corto-plazo/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-30/ http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-30/#comments Mon, 30 Jan 2012 11:36:52 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-30/ NOMBRE SYMBOLO ROI RET ANUAL Apple Inc AAPL 10.44% 282.81% Amazon.com Inc AMZN 12.87% 413.50% Biogen Idec Inc BIIB 7.73% 173.72% Dollar Tree Inc DLTR 1.84% 27.97% Fastenal Co FAST 7.06% 151.57% International Business Machines Corp IBM 3.58% 60.85% Kraft Foods Inc KFT 2.97% 48.56% Mattel Inc MAT 5.73% 112.32% McdonaldS Corp MCD -1.63% -19.97% O’Reilly Automotive Inc ORLY 3.26% 54.38% Ross Stores Inc ROST 7.49% 175.65% Starbucks Corp SBUX 4.00% 69.91% Whole Foods Market Inc WFM 7.63% 170.25% ]]> http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-30/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-30/ http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-30/#comments Mon, 30 Jan 2012 11:28:23 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-30/ Sector ETF % Finance XLF 23% Computer and Technology XLK 20% Medical XLV 10% Consumer Discretionary XLY 9% Retail-Wholesale XRT 9% Oils-Energy XLE 8% Industrial Products XLI 7% Basic Materials XLB 5% Consumer Staples XLP 4% Construction XHB 3% Transportation XTN 3%                               ]]> http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-30/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-30/ http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-30/#comments Mon, 30 Jan 2012 11:06:05 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-30/ ACTIVO ETF % FECHA PRECIO FECHA PRECIO RETORNO RETORNO       COMPRA COMPRA VENTA VENTA TOTAL ANUAL INFLACION (LONG)               AMERICANAS QQQ 20% 01/06/12 $57.81     4.48% 100.48% EXTRANJERAS EEM   05/08/09 $32.00 08/12/11 $41.80 30.63% 12.53% BIENES RAICES VNQ   07/24/09 $31.03 09/26/11 $56.06 80.66% 31.25% MATERIAS PRIMAS DBC   10/15/10 $25.11 09/23/11 $28.60 13.90% 14.85% ORO GLD 20% 02/20/09 $95.23     77.43% 21.54%                   DEFLACION (LONG)               BONOS TLT 10% 07/01/11 $96.87     21.90% 40.62% MONEDAS UUP 5% 11/25/11 $22.44     -2.01% -10.75% CASH MM 35%             TOTAL LONG   90%                               ALTO RIESGO (SHORT)               AMERICANAS PSQ               EXTRANJERAS EUM 10% 08/26/11 $33.96     -12.22% -26.28% BIENES RAICES SRS               MATERIAS PRIMAS DDP               ORO DGZ               BONOS (2X1) TBT               MONEDAS UDN               TOTAL SHORT   10%                               TOTAL   100%                                                 HISTORIA                 AMERICANAS QQQ   06/05/09 $37.08 08/19/11 $54.02 45.69% 18.60% ]]> http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-30/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-23/ http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-23/#comments Fri, 20 Jan 2012 23:12:35 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-23/ Name Symbol Total ROI Annualized return Apple Inc AAPL 3.78% 112.11% Amazon.com Inc AMZN 10.30% 630.08% Biogen Idec Inc BIIB 7.35% 321.40% Dollar Tree Inc DLTR 1.62% 38.64% Fastenal Co FAST 5.16% 177.35% International Business Machines Corp IBM 2.52% 65.75% Kraft Foods Inc KFT 3.51% 101.14% Mattel Inc MAT 2.77% 74.16% McdonaldS Corp MCD 1.41% 32.71% O’Reilly Automotive Inc ORLY 2.91% 79.05% Ross Stores Inc ROST 8.42% 466.83% Starbucks Corp SBUX 4.65% 151.40% Whole Foods Market Inc WFM 9.66% 548.52% ]]> http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-23/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-23/ http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-23/#comments Fri, 20 Jan 2012 23:07:30 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-23/ Sector ETF % Finance XLF 21% Computer and Technology XLK 19% Medical XLV 14% Oils-Energy XLE 9% Consumer Discretionary XLY 8% Retail-Wholesale XRT 8% Industrial Products XLI 8% Basic Materials XLB 4% Construction XHB 3% Consumer Staples XLP 3% Transportation XTN 3% ]]> http://www.juliourvina.com/2012/01/portafolio-de-sectores-2012-01-23/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-23/ http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-23/#comments Fri, 20 Jan 2012 22:42:38 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-23/ ACTIVO ETF % FECHA PRECIO FECHA PRECIO RETORNO RETORNO       COMPRA COMPRA VENTA VENTA TOTAL ANUAL INFLACION (LONG)               AMERICANAS QQQ 20% 01/06/12 $57.81     3.39% 138.52% EXTRANJERAS EEM   05/08/09 $32.00 08/12/11 $41.80 30.63% 12.53% BIENES RAICES VNQ   07/24/09 $31.03 09/26/11 $56.06 80.66% 31.25% MATERIAS PRIMAS DBC   10/15/10 $25.11 09/23/11 $28.60 13.90% 14.85% ORO GLD 20% 02/20/09 $95.23     70.19% 20.01%                   DEFLACION (LONG)               BONOS TLT 10% 07/01/11 $96.87     20.76% 40.38% MONEDAS UUP 5% 11/25/11 $22.44     -0.31% -2.02% CASH MM 35%             TOTAL LONG   90%                               ALTO RIESGO (SHORT)               AMERICANAS PSQ               EXTRANJERAS EUM 10% 08/26/11 $33.96     -10.16% -23.36% BIENES RAICES SRS               MATERIAS PRIMAS DDP               ORO DGZ               BONOS (2X1) TBT               MONEDAS UDN               TOTAL SHORT   10%                               TOTAL   100%                                                 HISTORIA                 AMERICANAS QQQ   06/05/09 $37.08 08/19/11 $54.02 45.69% 18.60% ]]> http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-23/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-16-4/ http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-16-4/#comments Sat, 14 Jan 2012 03:07:58 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-16-4/ TIPO DE ACTIVO SYMBOLO % FECHA PRECIO FECHA PRECIO RETORNO RETORNO       ENTRADA ENTRADA SALIDA SALIDA TOTAL ANUAL INFLACION (LONG)               AMERICANAS QQQ 20% 01/06/12 $57.81     0.64% 39.47% EXTRANJERAS EEM   05/08/09 $32.00 08/12/11 $41.80 30.63% 12.53% BIENES RAICES VNQ   07/24/09 $31.03 09/26/11 $56.06 80.66% 31.25% MATERIAS PRIMAS DBC   10/15/10 $25.11 09/23/11 $28.60 13.90% 14.85% ORO GLD 20% 02/20/09 $95.23     67.24% 19.43%                   DEFLACION (LONG)               BONOS TLT 10% 07/01/11 $96.87     24.79% 51.04% MONEDAS UUP 5% 11/25/11 $22.44     1.38% 10.76% CASH MM 35%             TOTAL LONG   90%                               ALTO RIESGO (SHORT)               AMERICANAS PSQ               EXTRANJERAS EUM 10% 08/26/11 $33.96     -5.18% -12.95% BIENES RAICES SRS               MATERIAS PRIMAS DDP               ORO DGZ               BONOS (2X1) TBT               MONEDAS UDN               TOTAL SHORT   10%                               TOTAL   100%                                                 HISTORIA                 AMERICANAS QQQ   06/05/09 $37.08 08/19/11 $54.02 45.69% 18.60% ]]> http://www.juliourvina.com/2012/01/portafolio-de-activos-2012-01-16-4/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-16/ http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-16/#comments Sat, 14 Jan 2012 01:32:54 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-16/ NOMBRE SIMBOLO ROI RET ANNUAL Apple Inc AAPL 3.66% 229.28% Amazon.com Inc AMZN 3.07% 173.04% Biogen Idec Inc BIIB 5.43% 478.80% Cephalon Inc CEPH 0.00% 0.00% Dollar Tree Inc DLTR -0.43% -13.41% Fastenal Co FAST 6.83% 796.47% International Business Machines Corp IBM -2.57% -57.80% Kraft Foods Inc KFT 1.10% 43.64% Mattel Inc MAT 1.37% 57.01% McdonaldS Corp MCD 0.02% 0.66% O’Reilly Automotive Inc ORLY 2.06% 96.96% Ross Stores Inc ROST 7.62% 1357.27% Starbucks Corp SBUX 2.93% 161.06% Whole Foods Market Inc WFM 5.91% 571.47% ]]> http://www.juliourvina.com/2012/01/portafolio-de-acciones-largo-plazo-2012-01-16/feed/ 0 http://www.juliourvina.com/2012/01/portafolio-de-acciones-corto-plazo-2012-01-16/ http://www.juliourvina.com/2012/01/portafolio-de-acciones-corto-plazo-2012-01-16/#comments Sat, 14 Jan 2012 01:22:52 +0000 Julio Urvina http://www.juliourvina.com/2012/01/portafolio-de-acciones-corto-plazo-2012-01-16/ NOMBRE SIMBOLO ROE ALLIANCE DATA ADS 509.21 TEMPUR-PEDIC TPX 168.82 CPI CORP CPY 118.94 VERISIGN INC VRSN 78.55 CARDTRONICS INC CATM 74.51 MOMENTA PHARMA MNTA 72.14 SELECT COMFORT SCSS 62.72 SAFEGUARD SCTFC SFE 59.83 ASML HOLDING NV ASML 47.96 KOPPERS HOLDNGS KOP 47.46 SPECTRUM PHARMA SPPI 44.97 QUESTCOR PHARMA QCOR 39.86 EPOCH HLDG CP EPHC 38.35 MERCADOLIBRE IN MELI 37.42 SALIX PHARM-LTD SLXP 31.94 PROVIDENT ENRGY PVX 30.81 VEECO INSTRS-DE VECO 28.55 PIER 1 IMPORTS PIR 27.92 NETEASE.COM-ADR NTES 27.86 HIBBET SPORTS HIBB 27.85 ]]> http://www.juliourvina.com/2012/01/portafolio-de-acciones-corto-plazo-2012-01-16/feed/ 0