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Esta quincena la estrella de las carteras de los bloggers ha sido Jazztel. La revalorización de este valor ha conseguido que muchas de las carteras de los bloggers como la de la cartera de consenso hayan conseguido hacer de este mes, uno de los mejores de toda la historia.
Este mes, y es necesario señalarlo, de nuevo El rincon del Inversor ha conseguido quedar en primera posición. Ha conseguido una revalorización record en el concurso, con un 13% en una quincena. Su extraordinaria selección de valores de pequeña capitalización durante todo el concurso esta siendo una verdadera demostración. Su rentabilidad de un 54% desde Octubre lo dice todo. Tambien es necesario señalar a TrackRecord con un 40% que es el único que se le acerca.
En esa quincena tambien destacan dos de los bloggers que mas fuerte han entrado recientemente en carteras, Bolseando y Bull and Bear. Bolseando lleva un 16% de rentabilidad desde que empezara el año y esta quincena ha conseguido un 8,97. Bull and Bear en su primera quincena arranca con un 8,30 situandose casi en mitad de tabla.
La cartera de consenso sigue imparable. Vuelva a batir al indice (nunca ha estado por debajo) y va camino de batir un mes mas a la cartera de los analistas profesionales, y ya serían 5 meses seguidos.
Esta quincena se incorpora otro blogger, ya somos 20.
Mis Cinco Valores http://miscincovalores.blogspot
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