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    Rentabilidad Observada Rentabilidad Ipc MX 3M Tesla Verizon Bitcoins Portafolio

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    Daniel Ochoa Yepes
    The document shows monthly returns for various investments including the Mexican IPC index, 3-month treasury bonds, Tesla stock, Verizon stock, and Bitcoin from months 1 to 59. It also includes summary statistics for returns and risks of each investment individually as well as a proposed portfolio allocation and its expected return and risk. The proposed portfolio allocates 58% to the Mexican IPC index, 25% to 3-month treasury bonds, 6% to Tesla stock, and 7% to Verizon stock, with an expected return of 2.78% and risk of 12.74%. It also shows maximum allocation limits for various stocks including Bitcoin between 2-70%.

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    Rentabilidad Observada Rentabilidad Ipc MX 3M Tesla Verizon Bitcoins Portafolio

    Uploaded by

    Daniel Ochoa Yepes
    12 views4 pages
    The document shows monthly returns for various investments including the Mexican IPC index, 3-month treasury bonds, Tesla stock, Verizon stock, and Bitcoin from months 1 to 59. It also includes summary statistics for returns and risks of each investment individually as well as a proposed portfolio allocation and its expected return and risk. The proposed portfolio allocates 58% to the Mexican IPC index, 25% to 3-month treasury bonds, 6% to Tesla stock, and 7% to Verizon stock, with an expected return of 2.78% and risk of 12.74%. It also shows maximum allocation limits for various stocks including Bitcoin between 2-70%.

    Original Description:

    Portafolio

    Original Title

    Porta Folio

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    The document shows monthly returns for various investments including the Mexican IPC index, 3-month treasury bonds, Tesla stock, Verizon stock, and Bitcoin from months 1 to 59. It also includes summary statistics for returns and risks of each investment individually as well as a proposed portfolio allocation and its expected return and risk. The proposed portfolio allocates 58% to the Mexican IPC index, 25% to 3-month treasury bonds, 6% to Tesla stock, and 7% to Verizon stock, with an expected return of 2.78% and risk of 12.74%. It also shows maximum allocation limits for various stocks including Bitcoin between 2-70%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    12 views4 pages

    Rentabilidad Observada Rentabilidad Ipc MX 3M Tesla Verizon Bitcoins Portafolio

    Uploaded by

    Daniel Ochoa Yepes
    The document shows monthly returns for various investments including the Mexican IPC index, 3-month treasury bonds, Tesla stock, Verizon stock, and Bitcoin from months 1 to 59. It also includes summary statistics for returns and risks of each investment individually as well as a proposed portfolio allocation and its expected return and risk. The proposed portfolio allocates 58% to the Mexican IPC index, 25% to 3-month treasury bonds, 6% to Tesla stock, and 7% to Verizon stock, with an expected return of 2.78% and risk of 12.74%. It also shows maximum allocation limits for various stocks including Bitcoin between 2-70%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
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    Rentabilidad observada Rentabilidad

    Mes IPC Mx 3M Tesla Verizon BitCoins Portafolio


    1 15.14% -0.69% 11.38% -17.87% 64.78% 10.90%
    2 -32.65% -21.82% 9.26% 22.65% 26.24% -21.00%
    3 10.37% 15.03% -10.46% -10.91% -9.40% 7.96%
    4 -7.52% 2.46% 18.76% -10.48% 22.75% -2.28%
    5 -0.15% -12.52% 14.39% 40.97% 0.19% 0.43%
    6 -36.07% -0.98% -11.02% -23.78% 30.54% -21.90%
    7 58.18% 4.68% 7.33% 13.11% 6.31% 36.25%
    8 -15.14% 9.81% 30.44% 5.62% 14.55% -3.38%
    9 -5.86% 23.53% 13.39% 11.80% 6.35% 4.45%
    10 17.21% -19.97% -15.90% -7.29% -9.78% 2.98%
    11 -8.98% -17.81% -39.13% -17.84% -5.50% -13.46%
    12 -4.06% 28.85% 17.79% 43.36% 26.42% 10.15%
    13 14.47% -6.15% -23.77% -26.35% 18.16% 4.37%
    14 -17.63% -20.10% 31.65% 4.89% 8.20% -12.62%
    15 9.77% -7.96% -23.02% -21.34% -4.50% 0.58%
    16 2.66% -17.17% 69.27% -8.90% 18.64% 1.56%
    17 3.19% 4.29% 32.07% 41.84% -14.64% 7.03%
    18 5.10% 44.11% -23.80% 33.85% 14.15% 15.58%
    19 -1.12% -22.00% -22.12% -30.21% 20.42% -8.66%
    20 8.31% -16.69% 25.52% -5.66% 32.33% 3.16%
    21 -14.75% 10.28% -30.34% 1.57% 2.82% -7.47%
    22 7.30% 8.03% 43.98% 0.65% -19.20% 8.03%
    23 4.41% 12.89% 22.28% -7.14% 8.37% 7.00%
    24 9.02% 13.31% -26.55% 25.78% 14.97% 9.40%
    25 -4.36% -19.58% -9.92% -14.00% -3.24% -9.13%
    26 -7.92% 10.59% -19.55% -0.81% -3.33% -3.26%
    27 1.39% 28.85% 15.25% -5.63% -3.72% 8.43%
    28 2.77% -31.72% 18.36% -7.24% 16.63% -5.05%
    29 13.53% 2.40% -28.97% -11.01% -31.42% 4.50%
    30 0.51% 30.14% 17.85% 75.63% -15.85% 13.42%
    31 -22.09% -51.68% -29.15% -35.40% 11.79% -29.36%
    32 29.62% 64.12% 14.46% 35.28% -12.95% 35.89%
    33 -3.46% 26.19% 15.67% 3.98% -19.91% 4.93%
    34 -5.41% -5.26% 6.39% -16.97% -16.52% -5.96%
    35 2.72% 21.48% -12.49% 21.22% -9.53% 7.26%
    36 -9.29% -26.48% -8.49% -20.92% 0.69% -13.92%
    37 3.49% -7.47% -18.40% -35.98% 41.79% -1.56%
    38 -16.60% -12.97% -0.89% -29.12% -0.83% -14.90%
    39 25.27% -3.39% -26.23% -49.87% -20.00% 7.81%
    40 -9.36% 3.25% 22.85% 283.01% -29.38% 14.84%
    41 -8.12% -17.73% -6.93% 60.26% 9.93% -4.99%
    42 1.32% 60.13% -35.91% 29.44% -34.58% 14.24%
    43 2.61% -15.69% 19.32% -52.66% 461.14% 15.78%
    44 -0.04% 2.14% 50.96% 19.62% 61.03% 7.64%
    45 -31.76% 20.82% -33.96% 58.27% -4.91% -11.28%
    46 25.72% -16.13% 12.96% -0.01% 32.22% 12.94%
    47 -18.03% -1.46% 28.15% -31.33% 0.41% -11.18%
    48 9.19% -14.48% -45.92% 26.84% -24.31% -0.36%
    49 2.08% -7.30% 306.17% -29.80% -7.48% 15.23%
    50 -14.19% 34.12% 174.99% 32.96% 49.66% 15.36%
    51 31.43% 4.64% -32.99% -2.44% 178.70% 25.13%
    52 12.34% -23.49% 55.48% -21.59% 63.55% 5.86%
    53 17.43% 14.16% 31.09% 36.83% 51.07% 20.25%
    54 -18.58% -5.87% -8.61% -15.31% 7.56% -13.38%
    55 3.14% -15.13% 34.84% -0.10% 12.14% 0.61%
    56 17.38% 5.54% -47.08% 0.91% -9.68% 8.21%
    57 -11.27% 33.40% 36.00% 12.21% 22.05% 5.91%
    58 18.48% -25.02% -24.77% -10.11% 8.66% 2.54%
    59
    IPC Mx 3M Tesla Verizon
    Rentabilidad 1.05% 1.29% 10.21% 6.28%
    Varianza 2.73% 4.96% 28.19% 21.23%
    Desv.Estandar 16.52% 22.28% 53.09% 46.07%

    % Inversin 58% 25% 6% 7%


    Rent.Portafolio 2.78%
    Riesgo.Portafol. 12.74%

    % Mnimo % Mximo
    Coca-cola 2% 70%
    Home Depot 2% 70%
    Caf 2% 70%
    INTEL 2% 70%
    BitCoins 2% 70%
    MximoRiesgo 10.00%
    BitCoins
    18.18%
    45.37%
    67.35%

    4% 100%

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