IB#088 Estas son las mejores acciones de cada sector y así puedes invertir en todas
Los 11 sectores clave para invertir
Existen por lo menos 5,501 acciones en la bolsa de EE. UU.
Las 500 mejores compañías tienen un valor de al menos $10,000 millones de dólares, se compran y venden de forma másiva diariamente, representan cada uno de los sectores de la economía mundial y suman casi el 80% del valor total del mercado.
Este es el listado de esas compañías y la mejor forma de invertir en ellas.
Este es el post más largo y más corto que escribiré este año, si quieres conocer las 500 compañías del S&P500, las encontrarás en cada uno de los 11 grupos que creé para los sectores representados en el mejor índice del mercado. Si quieres conocer la mejor forma para invertir en todas, puedes pasar directamente al final.
Materiales Básicos (22)
Albemarle Corp Air Products & Chemicals Inc Celanese Corp CF Industries Holdings Inc Corteva Inc DuPont de Nemours Inc Dow Inc Ecolab, Inc Eastman Chemical Co Freeport-McMoRan Inc FMC Corp International Flavors & Fragrances Inc Linde Plc LyondellBasell Industries NV Martin Marietta Materials, Inc Mosaic Company Newmont Corp Nucor Corp PPG Industries, Inc Sherwin-Williams Co Steel Dynamics Inc Vulcan Materials Co
Servicios de Comunicaciones (22)
Charter Communications Inc Comcast Corp Walt Disney Co Electronic Arts, Inc Fox Corporation Fox Corporation Alphabet Inc Alphabet Inc Interpublic Group Of Cos., Inc Live Nation Entertainment Inc Meta Platforms Inc Match Group Inc Netflix Inc News Corp News Corp Omnicom Group, Inc Paramount Global AT&T, Inc T-Mobile US Inc Take-Two Interactive Software, Inc Verizon Communications Inc Warner Bros. Discovery Inc
En este grupo hay 3 compañias que tienen 2 tipos de acciones y por esta razón aparecen 2 veces, (Alphabet, Fox y News Corp), elevando la cantidad de acciones del S&P500 a 503.
Consumo Cíclico (55)
Airbnb Inc Amcor Plc Amazon.com Inc Aptiv PLC Avery Dennison Corp Autozone Inc Ball Corp Best Buy Co. Inc Booking Holdings Inc BorgWarner Inc Carnival Corp Chipotle Mexican Grill Caesars Entertainment Inc Deckers Outdoor Corp D.R. Horton Inc Dominos Pizza Inc Darden Restaurants, Inc EBay Inc Expedia Group Inc Ford Motor Co General Motors Company Genuine Parts Co Hasbro, Inc Home Depot, Inc Hilton Worldwide Holdings Inc International Paper Co Carmax Inc Lennar Corp LKQ Corp Lowe's Cos., Inc Lululemon Athletica inc Las Vegas Sands Corp Marriott International, Inc McDonald's Corp MGM Resorts International Mohawk Industries, Inc Norwegian Cruise Line Holdings Ltd Nike, Inc NVR Inc O'Reilly Automotive, Inc PulteGroup Inc Packaging Corp Of America Royal Caribbean Group Ralph Lauren Corp Rollins, Inc Ross Stores, Inc Starbucks Corp Smurfit WestRock plc TJX Companies, Inc Tapestry Inc Tractor Supply Co Tesla Inc Ulta Beauty Inc Wynn Resorts Ltd Yum Brands Inc
Consumo Defensivo (37)
Archer Daniels Midland Co Brown-Forman Corp Bunge Global SA Conagra Brands Inc Church & Dwight Co., Inc Colgate-Palmolive Co Clorox Co Costco Wholesale Corp Campbells Co Dollar General Corp Dollar Tree Inc Estee Lauder Cos., Inc General Mills, Inc Hormel Foods Corp Hershey Company Kellanova Co Keurig Dr Pepper Inc Kraft Heinz Co Kimberly-Clark Corp Coca-Cola Co Kroger Co Kenvue Inc Lamb Weston Holdings Inc Mondelez International Inc McCormick & Co., Inc Monster Beverage Corp Altria Group Inc PepsiCo Inc Procter & Gamble Co Philip Morris International Inc J.M. Smucker Co Constellation Brands Inc Sysco Corp Molson Coors Beverage Company Target Corp Tyson Foods, Inc Walmart Inc
Energía (22)
APA Corporation Baker Hughes Co Conoco Phillips Coterra Energy Inc Chevron Corp Devon Energy Corp EOG Resources, Inc EQT Corp Diamondback Energy Inc Halliburton Co Hess Corporation Kinder Morgan Inc Marathon Petroleum Corp Oneok Inc Occidental Petroleum Corp Phillips 66 Schlumberger Ltd Texas Pacific Land Corporation Targa Resources Corp Valero Energy Corp Williams Cos Inc Exxon Mobil Corp
Finanzas (68)
Arch Capital Group Ltd Aflac Inc American International Group Inc Assurant Inc Arthur J. Gallagher & Co Allstate Corp Ameriprise Financial Inc Aon plc Apollo Global Management Inc American Express Co Bank Of America Corp Franklin Resources, Inc Bank Of New York Mellon Corp Blackrock Inc Berkshire Hathaway Inc Brown & Brown, Inc Blackstone Inc Citigroup Inc Chubb Limited Cboe Global Markets Inc Citizens Financial Group Inc Cincinnati Financial Corp CME Group Inc Capital One Financial Corp Discover Financial Services Everest Group Ltd Erie Indemnity Co Factset Research Systems Inc Fifth Third Bancorp Globe Life Inc Goldman Sachs Group, Inc Huntington Bancshares, Inc Hartford Financial Services Group Inc Intercontinental Exchange Inc Invesco Ltd JPMorgan Chase & Co Keycorp KKR & Co. Inc Loews Corp Mastercard Incorporated Moody's Corp Metlife Inc MarketAxess Holdings Inc Marsh & McLennan Cos., Inc Morgan Stanley MSCI Inc M & T Bank Corp Nasdaq Inc Northern Trust Corp Principal Financial Group Inc Progressive Corp PNC Financial Services Group Inc Prudential Financial Inc PayPal Holdings Inc Regions Financial Corp Raymond James Financial, Inc Charles Schwab Corp S&P Global Inc State Street Corp Synchrony Financial Truist Financial Corporation T. Rowe Price Group Inc Travelers Companies Inc U.S. Bancorp Visa Inc Wells Fargo & Co W.R. Berkley Corp Willis Towers Watson Public Limited Co
Salud (62)
Agilent Technologies Inc Abbvie Inc Abbott Laboratories Align Technology, Inc AMGEN Inc Baxter International Inc Becton Dickinson & Co Biogen Inc Bristol-Myers Squibb Co Boston Scientific Corp Cardinal Health, Inc Cigna Group Centene Corp Cooper Companies, Inc Cencora Inc Charles River Laboratories International Inc CVS Health Corp Quest Diagnostics, Inc Danaher Corp DaVita Inc Dexcom Inc Elevance Health Inc Edwards Lifesciences Corp GE HealthCare Technologies Inc Gilead Sciences, Inc HCA Healthcare Inc Hologic, Inc Henry Schein Inc Humana Inc Idexx Laboratories, Inc Incyte Corp IQVIA Holdings Inc Intuitive Surgical Inc Johnson & Johnson Labcorp Holdings Inc Lilly(Eli) & Co Mckesson Corporation Medtronic Plc Molina Healthcare Inc Merck & Co Inc Moderna Inc Mettler-Toledo International, Inc Pfizer Inc Insulet Corporation Regeneron Pharmaceuticals, Inc Resmed Inc Revvity Inc Solventum Corp Steris Plc Stryker Corp Bio-Techne Corp Teleflex Incorporated Thermo Fisher Scientific Inc Universal Health Services, Inc Unitedhealth Group Inc Vertex Pharmaceuticals, Inc Viatris Inc Waters Corp Walgreens Boots Alliance Inc West Pharmaceutical Services, Inc Zimmer Biomet Holdings Inc Zoetis Inc
Industriales (69)
Allegion plc Ametek Inc A.O. Smith Corp Axon Enterprise Inc Boeing Co Builders Firstsource Inc Carrier Global Corp Caterpillar Inc C.H. Robinson Worldwide, Inc Cummins Inc Copart, Inc CSX Corp Cintas Corporation Delta Air Lines, Inc Deere & Co Dover Corp Equifax, Inc Emerson Electric Co Eaton Corporation plc Expeditors International Of Washington, Inc Fastenal Co Fedex Corp General Dynamics Corp GE Aerospace Generac Holdings Inc W.W. Grainger Inc Huntington Ingalls Industries Inc Honeywell International Inc Hubbell Inc Howmet Aerospace Inc Idex Corporation Ingersoll-Rand Inc Illinois Tool Works, Inc Jacobs Solutions Inc J.B. Hunt Transport Services, Inc Johnson Controls International plc L3Harris Technologies Inc Lennox International Inc Lockheed Martin Corp Southwest Airlines Co Masco Corp 3M Co Nordson Corp Northrop Grumman Corp Norfolk Southern Corp Old Dominion Freight Line, Inc Otis Worldwide Corp Paccar Inc Parker-Hannifin Corp Pentair plc Pool Corporation Quanta Services, Inc Rockwell Automation Inc Republic Services, Inc RTX Corp Snap-on, Inc Stanley Black & Decker Inc Transdigm Group Incorporated Trane Technologies plc Textron Inc United Airlines Holdings Inc Union Pacific Corp United Parcel Service, Inc United Rentals, Inc Veralto Corp Verisk Analytics Inc Westinghouse Air Brake Technologies Corp Waste Management, Inc Xylem Inc
Bienes Raíces (31)
American Tower Corp Alexandria Real Estate Equities Inc Avalonbay Communities Inc BXP Inc CBRE Group Inc Crown Castle Inc Camden Property Trust Costar Group, Inc Digital Realty Trust Inc Healthpeak Properties Inc Equinix Inc Equity Residential Properties Trust Essex Property Trust, Inc Extra Space Storage Inc Federal Realty Investment Trust Host Hotels & Resorts Inc Invitation Homes Inc Iron Mountain Inc Kimco Realty Corporation Mid-America Apartment Communities, Inc Realty Income Corp Prologis Inc Public Storage Regency Centers Corporation SBA Communications Corp Simon Property Group, Inc UDR Inc VICI Properties Inc Ventas Inc Welltower Inc Weyerhaeuser Co
Tecnología (83)
Apple Inc Accenture plc Adobe Inc Analog Devices Inc Automatic Data Processing Inc Autodesk Inc Akamai Technologies Inc Applied Materials Inc Advanced Micro Devices Inc Arista Networks Inc Ansys Inc Amphenol Corp Broadcom Inc Broadridge Financial Solutions, Inc Cadence Design Systems, Inc CDW Corp Corpay Inc Salesforce Inc Crowdstrike Holdings Inc Cisco Systems, Inc Cognizant Technology Solutions Corp Dayforce Inc Dell Technologies Inc Enphase Energy Inc EPAM Systems Inc F5 Inc Fiserv, Inc Fair Isaac Corp Fidelity National Information Services, Inc First Solar Inc Fortinet Inc Fortive Corp Godaddy Inc Gen Digital Inc Corning, Inc Global Payments, Inc Garmin Ltd Hewlett Packard Enterprise Co HP Inc International Business Machines Corp Intel Corp Intuit Inc Gartner, Inc Jabil Inc Jack Henry & Associates, Inc Juniper Networks Inc Keysight Technologies Inc KLA Corp Leidos Holdings Inc Lam Research Corp Microchip Technology, Inc Monolithic Power System Inc Microsoft Corporation Motorola Solutions Inc Micron Technology Inc ServiceNow Inc Netapp Inc NVIDIA Corp NXP Semiconductors NV ON Semiconductor Corp Oracle Corp Palo Alto Networks Inc Paycom Software Inc Paychex Inc Palantir Technologies Inc PTC Inc Qualcomm, Inc Roper Technologies Inc Super Micro Computer Inc Synopsys, Inc Seagate Technology Holdings Plc Skyworks Solutions, Inc Teledyne Technologies Inc TE Connectivity plc Teradyne, Inc Trimble Inc Texas Instruments Inc Tyler Technologies, Inc Uber Technologies Inc Verisign Inc Workday Inc Western Digital Corp Zebra Technologies Corp
Servicios (32)
Ameren Corp American Electric Power Company Inc AES Corp Atmos Energy Corp American Water Works Co. Inc Constellation Energy Corporation CMS Energy Corporation Centerpoint Energy Inc Dominion Energy Inc DTE Energy Co Duke Energy Corp Consolidated Edison, Inc Edison International Eversource Energy Entergy Corp Evergy Inc Exelon Corp Firstenergy Corp GE Vernova Inc Alliant Energy Corp NextEra Energy Inc NiSource Inc NRG Energy Inc PG&E Corp Public Service Enterprise Group Inc Pinnacle West Capital Corp PPL Corp Southern Company Sempra Vistra Corp WEC Energy Group Inc Xcel Energy, Inc
Los inversionistas de estas compañías llevan un 4% de rentabilidad en 2025
Lo único que debes hacer para invertir en todas es comprar un ETF que siga al S&P500.
IVV 0.00%↑ $CSPX VOO 0.00%↑ SPY 0.00%↑ son los más reconocidos y te dan exposición a estas 500 compañías, tu propio pedazo de ese 80% de capitalización del mercado de acciones de EE.UU.
No pierdas tiempo analizando acciones, o persiguiendo las que se ponen de moda, si es una buena compañía, pronto entrará al S&P500 y si tienes tu ETF, la tendrás también en tu portafolio. Te veo la próxima semana.