¿Vender o mantener? Mi postura ante el rally de $GOOG (Alphabet) 🚀
A pesar del fuerte rally que ha tenido $GOOGL (Alphabet Inc Class A) este año, sigo manteniéndola como núcleo de mi portafolio.
Hoy es día de reporte de ganancias y, aunque sus indicadores técnicos muestran niveles de sobrecompra, no tengo intención de vender ni reducir posición (representa más del 30% de mi portafolio).
Mi razón es sencilla: no veo oportunidades más atractivas en las grandes tecnológicas por ahora.
Si tuviera que rotar capital en este momento, lo haría hacia Amazon, pero solo si marca entradas técnicas claras, cosa que aún no ha ocurrido.
Sigo fiel a mi filosofía de estar siempre invertido: las estadísticas muestran que es más costoso intentar predecir caídas que permanecer dentro del mercado.
📊 Me interesa conocer la opinión de otros inversores:
¿Qué harías tú en este escenario?
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Entre a google contigo cuando lo publicaste en un buen porcentaje tambien de mi portafolio, sin duda ha sido una de mis mejores inversiones. Cero intension de vender! ... Show More Translate
30% es ambicioso. Sin embargo, mi portafolio se divide en 3 categorías.
Empresas sólidas, especulativas y altamente especulativas y GOOGLE hace parte de las sólidas o "NUCLEO" como me gusta llamarlas, es decir no las moveré en intervalos de tiempo amplios. Se quedan conmigo y acumulo sin dudar
Google... Show More Translate
A los que no vendimos alphabet antes de earnings el mercado hasta ahora nos ha tratado bien. en mi portafolio tiene un 15% de peso.... Show More Translate
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Mon Feb 16 2026 05:26:21 GMT+0000 (Coordinated Universal Time)
