{"id":30532,"date":"2024-12-29T07:48:49","date_gmt":"2024-12-29T06:48:49","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30532"},"modified":"2025-03-31T06:26:08","modified_gmt":"2025-03-31T04:26:08","slug":"cuales-son-las-teorias-de-la-gestion-de-carteras","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/what-are-the-theories-of-portfolio-management-why-its-still-hip\/","title":{"rendered":"\u00bfCu\u00e1les son las teor\u00edas de la gesti\u00f3n de carteras? \u00bfPor qu\u00e9 sigue estando de moda?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">En esta gu\u00eda, exploraremos los fundamentos de la Teor\u00eda Moderna de la Cartera. Esta teor\u00eda es una excelente forma de analizar c\u00f3mo van sus inversiones y qu\u00e9 deber\u00eda hacer a continuaci\u00f3n. En el mundo real, tanto si est\u00e1 buscando una nueva inversi\u00f3n como si est\u00e1 evaluando las que ya tiene, es importante que la mayor\u00eda de los inversores entiendan la Teor\u00eda Moderna de la Cartera para que puedan tomar decisiones informadas sobre d\u00f3nde invertir su dinero con el fin de generar los mejores rendimientos posibles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Esta teor\u00eda es una excelente forma de analizar c\u00f3mo van sus inversiones y qu\u00e9 debe hacer a continuaci\u00f3n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A continuaci\u00f3n explicamos las 3 reglas de la teor\u00eda moderna de carteras para que los inversores maximicen la rentabilidad y reduzcan el riesgo de sus <a href=\"https:\/\/www.investglass.com\/es\/gestionar-carteras\/\" target=\"_blank\" rel=\"noreferrer noopener\">cartera completa.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-pick-the-right-asset-classes-mix\">1) Elija la combinaci\u00f3n adecuada de clases de activos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Los inversores deben buscar determinadas clases de activos que puedan generar un alfa positivo. Esto puede lograrse seleccionando activos en la frontera eficiente de la teor\u00eda moderna de carteras con correlaciones de activos que diversifiquen la cartera tanto como sea posible. La asignaci\u00f3n de activos debe ser equilibrada e incluir clases de activos de acciones, bonos, \u00edndices de varios pa\u00edses y divisas. No hay que centrarse en activos con la misma ponderaci\u00f3n, sino en distintas clases de activos que puedan seguir con precisi\u00f3n todo el espectro de los mercados financieros para lograr con \u00e9xito una diversificaci\u00f3n adecuada. Una cartera bien diversificada siempre est\u00e1 protegida, hasta cierto punto, frente al riesgo sistem\u00e1tico generado por los mercados. No s\u00f3lo los inversores con aversi\u00f3n al riesgo deben tratar de minimizar el riesgo de su cartera.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-seek-low-cost-opportunities-for-your-investment-portfolio\">2) Busque oportunidades de bajo coste para su cartera de inversiones<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">La hip\u00f3tesis del mercado eficiente y la teor\u00eda moderna de la cartera, desarrolladas por el economista harry Markowitz, afirman que debe hacerse gran hincapi\u00e9 en la selecci\u00f3n de activos de bajo coste. Los inversores deben seleccionar estrategias de inversi\u00f3n que incluyan acciones de peque\u00f1a capitalizaci\u00f3n y fondos de inversi\u00f3n que, por lo general, cuestan menos que comprar acciones y bonos de gran capitalizaci\u00f3n. Esta estrategia tambi\u00e9n puede ayudar a reducir el riesgo a la baja, ya que al seleccionar una clase de activos m\u00e1s baratos, el coste total de las comisiones y el mantenimiento de la propia cartera es, en consecuencia, menor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-rebalance-your-portfolio-to-avoid-a-potential-systematic-risk\">3) Reequilibrar la cartera para evitar un posible riesgo sistem\u00e1tico<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Para lograr una cartera \u00f3ptima con altos rendimientos esperados y menor riesgo idiosincr\u00e1tico durante un largo periodo de tiempo, debe procurar reequilibrar peri\u00f3dicamente su cartera y tratar siempre de encontrar oportunidades burs\u00e1tiles prometedoras. Una cartera eficiente no es s\u00f3lo la que tiene una gran diversificaci\u00f3n y bajos riesgos sistem\u00e1ticos, sino tambi\u00e9n la que se reequilibra en consecuencia para adaptarse a las nuevas condiciones del mercado y al futuro mundo de la inversi\u00f3n.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/es\/\" target=\"_blank\" rel=\"noreferrer noopener\">InvestGlass<\/a> Las herramientas digitales est\u00e1n dise\u00f1adas para ayudarle con su cartera de inversiones en la era de la teor\u00eda postmoderna de carteras. Proporcionamos a los profesionales financieros y a los inversores particulares la oportunidad de adoptar un enfoque m\u00e1s personalizado de sus inversiones, al tiempo que les damos acceso a algunas de las mejores herramientas de gesti\u00f3n y seguimiento de carteras del mercado. \u00bfHa probado ya nuestros productos? <a href=\"https:\/\/www.investglass.com\/es\/empezar-gratis\/\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3ngase en contacto con nosotros <\/a>\u00a1Ahora!<\/p>","protected":false},"excerpt":{"rendered":"<p>In this guide, we will explore the basics of Modern Portfolio Theory. This theory is a great way to analyze how your investments are doing and what you should do next. In the real world, whether you&#8217;re looking for a new investment or evaluating your current ones, it&#8217;s important for most investors to understand Modern [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30535,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[61],"class_list":["post-30532","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portfolio-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What are the theories of Portfolio Management? Why It&#039;s Still Hip? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn key portfolio management theories and why they remain essential for modern investment strategies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/es\/cuales-son-las-teorias-de-la-gestion-de-carteras\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What are the theories of Portfolio Management? Why It&#039;s Still Hip?\" \/>\n<meta property=\"og:description\" content=\"In this guide, we will explore the basics of Modern Portfolio Theory. This theory is a great way to analyze how your investments are doing and what you\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/es\/cuales-son-las-teorias-de-la-gestion-de-carteras\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-29T06:48:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-31T04:26:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/an5g45qarta.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u00bfCu\u00e1les son las teor\u00edas de la gesti\u00f3n de carteras? \u00bfPor qu\u00e9 sigue estando de moda? | InvestGlass","description":"Aprenda las principales teor\u00edas de gesti\u00f3n de carteras y por qu\u00e9 siguen siendo esenciales para las estrategias de inversi\u00f3n modernas.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/es\/cuales-son-las-teorias-de-la-gestion-de-carteras\/","og_locale":"es_ES","og_type":"article","og_title":"What are the theories of Portfolio Management? 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