📈 Google como núcleo del portafolio
En nuestro portafolio mantenemos a $GOOG (Alphabet) como uno de los pilares centrales.
La razón es simple: a diferencia de otras compañías del grupo de las “7 Magníficas”, su PER actual (~25-26) sigue por debajo de su promedio de los últimos 10 años (~28).
Esto nos indica que, a pesar del rally alcista que la acción ha tenido en las últimas semanas, el precio sigue razonable en relación con su historia. En otras palabras: el mercado aún no está sobre-pagando de manera excesiva por sus beneficios.
Por eso no tenemos intención de tomar ganancias en este momento. Nuestra estrategia es clara: mantener la posición mientras la tendencia alcista se mantenga firme, y reevaluar únicamente cuando empiecen a aparecer señales de debilidad.
Google combina solidez en su modelo de negocio, crecimiento en la nube y un PER que aún luce atractivo comparado con el promedio de la última década. Esto lo convierte en el núcleo estratégico de nuestro portafolio.
👉 ¿Qué harías tú en este escenario con Google en tu portafolio?... Show More Translate
Estuve acumulando $GOOG (Alphabet) contigo, no me pierdo ninguno de tus movimientos, sin duda mis rendimientos han mejorado considerablemente. ... Show More Translate
hola cristian ,yo lo tenía super claro desde que estaban en 150 dólares y parecía que estaba acabada....yo ahí cargué como si no hubiera un mañana...el tiempo nos dio la razón,ahora a disfrutar!!!saludos compi!!... Show More Translate
@cristansalazar Es buena la decision, aun que no lo tengo como nubleo.. es una de mis mejores acciones.. Estoy contigo.. en hora buena con tus movimietos.. ... Show More Translate
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Mon Feb 16 2026 05:59:57 GMT+0000 (Coordinated Universal Time)
