{"id":163425,"date":"2023-12-14T15:52:09","date_gmt":"2023-12-14T15:52:09","guid":{"rendered":"https:\/\/rbnews247.com\/v1\/economia\/el-reequilibrio-del-sp-500-y-nasdaq-100-del-viernes-puede-reflejar-preocupaciones-sobre-el-riesgo-de-concentracion\/"},"modified":"2023-12-14T15:52:09","modified_gmt":"2023-12-14T15:52:09","slug":"el-reequilibrio-del-sp-500-y-nasdaq-100-del-viernes-puede-reflejar-preocupaciones-sobre-el-riesgo-de-concentracion","status":"publish","type":"post","link":"https:\/\/rbnews247.com\/v1\/economia\/el-reequilibrio-del-sp-500-y-nasdaq-100-del-viernes-puede-reflejar-preocupaciones-sobre-el-riesgo-de-concentracion\/","title":{"rendered":"El reequilibrio del S&#038;P 500 y Nasdaq-100 del viernes puede reflejar preocupaciones sobre el riesgo de concentraci\u00f3n"},"content":{"rendered":"<p> [ad_1]<br \/>\n<\/p>\n<div>\n<p>Podr\u00eda decirse que es la historia burs\u00e1til m\u00e1s importante de 2023: un peque\u00f1o n\u00famero de empresas tecnol\u00f3gicas gigantes constituyen ahora una parte muy importante de grandes \u00edndices como el S&#038;P 500 y el Nasdaq-100. <\/p>\n<p>Cinco empresas (<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\"><a href=\"https:\/\/www.cnbc.com\/quotes\/AAPL\/\">Manzana<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-2\"><a href=\"https:\/\/www.cnbc.com\/quotes\/MSFT\/\">microsoft<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\"><a href=\"https:\/\/www.cnbc.com\/quotes\/AMZN\/\">Amazonas<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-4\"><a href=\"https:\/\/www.cnbc.com\/quotes\/NVDA\/\">NVIDIA<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-5\"><a href=\"https:\/\/www.cnbc.com\/quotes\/GOOGL\/\">Alfabeto<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>) representan alrededor del 25% del S&#038;P 500. Seis empresas (Apple, Microsoft, Amazon, Nvidia, Alphabet y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-6\"><a href=\"https:\/\/www.cnbc.com\/quotes\/AVGO\/\">Broadcom<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>) representan alrededor del 40% del Nasdaq-100. <\/p>\n<p>El S&#038;P 500 y el Nasdaq est\u00e1n reequilibrando sus respectivos \u00edndices este viernes.  Si bien se trata de un evento de rutina, algunos de los cambios pueden reflejar las preocupaciones sobre el riesgo de concentraci\u00f3n. <\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>Una tonelada de dinero est\u00e1 vinculada a unos pocos \u00edndices<\/strong> <\/h3>\n<p>Ahora que el IPC y la reuni\u00f3n de la Reserva Federal han quedado atr\u00e1s, estos reequilibrios son los \u00faltimos \"eventos de liquidez\" importantes del a\u00f1o, y se corresponden con otro evento comercial notable: <a href=\"https:\/\/www.investopedia.com\/terms\/t\/triplewitchinghour.asp\" target=\"_blank\" rel=\"noopener\">triple brujer\u00eda<\/a>o el vencimiento trimestral de opciones sobre acciones, opciones sobre \u00edndices y futuros sobre \u00edndices. <\/p>\n<p>Esta es una oportunidad para que la comunidad comercial mueva grandes bloques de acciones para los \u00faltimos momentos de la recolecci\u00f3n de p\u00e9rdidas fiscales o para posicionarse para el nuevo a\u00f1o.  El volumen de operaciones normalmente caer\u00e1 entre un 30% y un 40% en las dos \u00faltimas semanas del a\u00f1o despu\u00e9s de una triple brujer\u00eda, y solo el \u00faltimo d\u00eda de operaciones mostrar\u00e1 un volumen significativo.<\/p>\n<p>Todo esto podr\u00eda parecer s\u00f3lo de inter\u00e9s acad\u00e9mico, pero el gran paso hacia la inversi\u00f3n pasiva en \u00edndices en los \u00faltimos 20 a\u00f1os ha hecho que estos eventos sean m\u00e1s importantes para los inversores. <\/p>\n<p>Cuando estos \u00edndices se ajustan, ya sea debido a adiciones o eliminaciones, o porque cambian los recuentos de acciones, o porque se cambian las ponderaciones para reducir la influencia de las empresas m\u00e1s grandes, significa que entra y sale mucho dinero de fondos mutuos y ETF que est\u00e1n directa o indirectamente ligados a los \u00edndices. <\/p>\n<p>Standard &#038; Poor&#8217;s estima que casi 13 billones de d\u00f3lares est\u00e1n indexados directa o indirectamente al S&#038;P 500. Los tres ETF m\u00e1s grandes (<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-8\"><a href=\"https:\/\/www.cnbc.com\/quotes\/SPY\/\">Fideicomiso SPDR S&#038;P 500 ETF<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-9\"><a href=\"https:\/\/www.cnbc.com\/quotes\/IVV\/\">ETF iShares Core S&#038;P 500<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-10\"><a href=\"https:\/\/www.cnbc.com\/quotes\/VOO\/\">Vanguardia S&#038;P 500 ETF<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>) est\u00e1n todos directamente indexados al S&#038;P 500 y en conjunto tienen casi 1,2 billones de d\u00f3lares en activos bajo gesti\u00f3n. <\/p>\n<p>Vinculado al Nasdaq-100 (las 100 empresas no financieras m\u00e1s grandes que cotizan en Nasdaq), el <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-11\"><a href=\"https:\/\/www.cnbc.com\/quotes\/QQQ\/\">Confianza Invesco QQQ<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (QQQ) es el quinto ETF m\u00e1s grande, con aproximadamente 220 mil millones de d\u00f3lares en activos bajo administraci\u00f3n. <\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>S&#038;P 500: Apple y otros estar\u00e1n a la venta.  Uber entra<\/strong> <\/h3>\n<p>Para el S&#038;P 500, Standard &#038; Poor&#8217;s ajustar\u00e1 la ponderaci\u00f3n de cada acci\u00f3n para tener en cuenta los cambios en el recuento de acciones.  El recuento de acciones suele cambiar porque muchas empresas tienen grandes programas de recompra que reducen el recuento de acciones. <\/p>\n<p>Este trimestre, Apple, Alphabet, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-12\"><a href=\"https:\/\/www.cnbc.com\/quotes\/CMCSA\/\">Comcast<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-13\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XOM\/\">Exxon M\u00f3vil<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-14\"><a href=\"https:\/\/www.cnbc.com\/quotes\/V\/\">Visa<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-15\"><a href=\"https:\/\/www.cnbc.com\/quotes\/MPC\/\">Marat\u00f3n de petr\u00f3leo<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  todos ver\u00e1n reducido su n\u00famero de acciones, por lo que los fondos indexados al S&#038;P tendr\u00e1n que reducir su ponderaci\u00f3n. <\/p>\n<p><strong>S&#038;P 500: Empresas con reducci\u00f3n del recuento de acciones<\/strong><\/p>\n<p><em>(% de reducci\u00f3n del recuento de acciones)<\/em><\/p>\n<ul>\n<li>manzana 0,5%<\/li>\n<li>Alfabeto 1,3%<\/li>\n<li>Comcast 2,4%<\/li>\n<li>Exxon Mobil 1,0%<\/li>\n<li>Visa 0,8%<\/li>\n<li>Marat\u00f3n de Petr\u00f3leo 2,6%<\/li>\n<\/ul>\n<p><em>Fuente: S&#038;P Global<\/em><\/p>\n<p>Otras compa\u00f1\u00edas (<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-16\"><a href=\"https:\/\/www.cnbc.com\/quotes\/NDAQ\/\">Nasdaq<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-17\"><a href=\"https:\/\/www.cnbc.com\/quotes\/EQT\/\">EQT<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>y Amazon entre ellos) ver\u00e1n aumentar su n\u00famero de acciones, por lo que los fondos indexados al S&#038;P 500 tendr\u00e1n que aumentar su ponderaci\u00f3n. <\/p>\n<p>Adem\u00e1s, se a\u00f1aden tres empresas al S&#038;P 500: <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-18\"><a href=\"https:\/\/www.cnbc.com\/quotes\/UBER\/\">\u00daber<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-19\"><a href=\"https:\/\/www.cnbc.com\/quotes\/JBL\/\">Jabil<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-20\"><a href=\"https:\/\/www.cnbc.com\/quotes\/BLDR\/\">Constructores primera fuente<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>.  escrib\u00ed sobre <a href=\"https:\/\/bit.ly\/48f7g1t\" target=\"_blank\" rel=\"noopener\">El efecto que la incorporaci\u00f3n al S&#038;P estaba teniendo en Uber<\/a>El precio de las acciones la semana pasada.  <\/p>\n<p>Otras tres empresas ser\u00e1n eliminadas y pasar\u00e1n del \u00edndice S&#038;P 500 al \u00edndice S&#038;P SmallCap 600: <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-22\"><a href=\"https:\/\/www.cnbc.com\/quotes\/SEE\/\">Aire contenido<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-23\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ALK\/\">Aire de Alaska<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-24\"><a href=\"https:\/\/www.cnbc.com\/quotes\/SEDG\/\">Tecnolog\u00edas SolarEdge<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>. <\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>Cambios en Nasdaq-100: DoorDash, MongoDB y Splunk est\u00e1n en<\/strong> <\/h3>\n<p>El Nasdaq-100 se reequilibra cuatro veces al a\u00f1o;  sin embargo, la reconstituci\u00f3n anual, donde se agregan o eliminan existencias, ocurre reci\u00e9n en diciembre. <\/p>\n<p>El viernes pasado, <a href=\"https:\/\/www.nasdaq.com\/press-release\/annual-changes-to-the-nasdaq-100-indexr-2023-12-08\" target=\"_blank\" rel=\"noopener\">Nasdaq anunci\u00f3<\/a> que seis empresas se sumar\u00edan al Nasdaq-100: <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-26\"><a href=\"https:\/\/www.cnbc.com\/quotes\/CDW\/\">Corporaci\u00f3n CDW<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (CDW), <a id=\"107342481\" href=\"https:\/\/www.cnbc.com\/quotes\/\" type=\"security\" brand=\"cnbc\" section=\"(object Object)\" contentclassification=\"\">Socios de Coca-Cola Europacific<\/a> (CCEP), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-28\"><a href=\"https:\/\/www.cnbc.com\/quotes\/DASH\/\">PuertaDash<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (ESTRELLARSE), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-29\"><a href=\"https:\/\/www.cnbc.com\/quotes\/MDB\/\">MongoDB<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (BMD), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-30\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ROP\/\">Tecnolog\u00edas Roper<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (ROP), y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-31\"><a href=\"https:\/\/www.cnbc.com\/quotes\/SPLK\/\">Splunk<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (SPLK). <\/p>\n<p>Se eliminar\u00e1n otros seis: <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-32\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ALGN\/\">Alinear tecnolog\u00eda<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (ALGN), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-33\"><a href=\"https:\/\/www.cnbc.com\/quotes\/EBAY\/\">eBay<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (EBAY), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-34\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ENPH\/\">Energ\u00eda Enfase<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (ENPH), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-35\"><a href=\"https:\/\/www.cnbc.com\/quotes\/JD\/\">JD.com<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (J.D.), <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-36\"><a href=\"https:\/\/www.cnbc.com\/quotes\/LCID\/\">Grupo L\u00facido<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (LCID), y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-37\"><a href=\"https:\/\/www.cnbc.com\/quotes\/ZM\/\">Comunicaciones por v\u00eddeo con zoom<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (ZM).<\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>Riesgo de concentraci\u00f3n: las reglas<\/strong><\/h3>\n<p>Seg\u00fan la ley federal, un fondo de inversi\u00f3n diversificado (fondos mutuos, fondos cotizados en bolsa), incluso si simplemente imita un \u00edndice como el S&#038;P 500, tiene que satisfacer ciertos requisitos de diversificaci\u00f3n.  Esto incluye requisitos de que: 1) ning\u00fan emisor puede representar m\u00e1s del 25% de los activos totales de la cartera, y 2) los valores que representan m\u00e1s del 5% de los activos totales no pueden exceder el 50% de la cartera total. <\/p>\n<p>La mayor\u00eda de los \u00edndices principales tienen requisitos similares en sus reglas. <\/p>\n<p>Por ejemplo, hay 11 \u00edndices sectoriales del S&#038;P que son los \u00edndices subyacentes de los ETF ampliamente negociados, como el <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-38\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XLK\/\">Selecci\u00f3n de tecnolog\u00eda SPDR ETF<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  (XLK).  Las reglas para estos \u00edndices sectoriales son similares a las reglas sobre requisitos de diversificaci\u00f3n para fondos de inversi\u00f3n discutidas anteriormente.  Por ejemplo, los \u00edndices sectoriales del S&#038;P dicen que una sola acci\u00f3n no puede exceder el 24% de la capitalizaci\u00f3n de mercado ajustada por flotaci\u00f3n de ese \u00edndice sectorial y que la suma de las empresas con ponderaciones superiores al 4,8% no puede exceder el 50% de la ponderaci\u00f3n total del \u00edndice. <\/p>\n<p>A finales de la semana pasada, tres empresas ten\u00edan pesos superiores al 4,8% en el Sector Selecto de Tecnolog\u00eda (Microsoft con el 23,5%, Apple con el 22,8% y Broadcom con el 4,9%) y su peso combinado en el mercado era del 51,2%, por lo que si esas mismas Si los precios se mantienen al cierre del viernes, deber\u00eda haber una peque\u00f1a reducci\u00f3n en Apple y Microsoft en ese \u00edndice. <\/p>\n<p>S&#038;P anunciar\u00e1 si hay cambios en los \u00edndices sectoriales tras el cierre del viernes. <\/p>\n<p>El Nasdaq-100 tambi\u00e9n utiliza un esquema de ponderaci\u00f3n de capitalizaci\u00f3n de mercado \"modificado\", que puede limitar el tama\u00f1o de la ponderaci\u00f3n de cualquier acci\u00f3n determinada para abordar el riesgo de concentraci\u00f3n excesiva.  Este reequilibrio puede reducir la ponderaci\u00f3n de algunas de las acciones m\u00e1s importantes, incluidas Apple, Microsoft, Amazon, Nvidia y Alphabet. <\/p>\n<p>El ascenso de estas grandes acciones tecnol\u00f3gicas fue tan r\u00e1pido en la primera mitad del a\u00f1o que Nasdaq tom\u00f3 la medida inusual de iniciar un reequilibrio especial en el Nasdaq-100 en julio para abordar la concentraci\u00f3n excesiva de los nombres m\u00e1s importantes.  Como resultado, Microsoft, Apple, Nvidia, Amazon y <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-39\"><a href=\"https:\/\/www.cnbc.com\/quotes\/TSLA\/\">tesla<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>  todos vieron reducida su ponderaci\u00f3n. <\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>La concentraci\u00f3n del mercado no es nada nuevo<\/strong><\/h3>\n<p>Est\u00e1 abierto al debate si las reglas en torno a la concentraci\u00f3n del mercado deber\u00edan endurecerse, pero el tema ha estado rondando durante d\u00e9cadas.<\/p>\n<p>Por ejemplo, Phil Mackintosh y Robert Jankiewicz del Nasdaq se\u00f1alaron recientemente que el peso de las cinco empresas m\u00e1s grandes en el S&#038;P 500 tambi\u00e9n era <a href=\"https:\/\/bit.ly\/48ikkmV\" target=\"_blank\" rel=\"noopener\">alrededor del 25% en la d\u00e9cada de 1970<\/a>.<\/p>\n<p><em>Divulgaci\u00f3n: Comcast es la empresa matriz de NBCUniversal y CNBC.<\/em><\/p>\n<\/div>\n<p>[ad_2]<br \/>\n<br \/><a href=\"https:\/\/www.cnbc.com\/2023\/12\/14\/fridays-sp-500-and-nasdaq-100-rebalance-to-reflect-concerns-over-concentration-risk.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>[ad_1] Podr\u00eda decirse que es la historia burs\u00e1til m\u00e1s importante de 2023: un peque\u00f1o n\u00famero de empresas tecnol\u00f3gicas gigantes constituyen ahora una parte muy importante de grandes \u00edndices como el S&#038;P 500 y el Nasdaq-100. Cinco empresas (Manzana, microsoft, Amazonas, NVIDIA y Alfabeto) representan alrededor del 25% del S&#038;P 500. Seis empresas (Apple, Microsoft, Amazon, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":163426,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1176],"tags":[9087,10611,5477,5604,1286,6996,9091,10615,10614,10618,3688,4348,5599,10616,3547,2866,6459,10620,8423,4244,5603,10617,1806,3545,6463,9259,8632,3543,5832,3541,4922,10613,9093,3696,4921,10612,5077,1595,4481,10619,6705,3546,6799],"class_list":["post-163425","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economia","tag-alaska-air-group-inc","tag-align-technology-inc","tag-alphabet-inc","tag-amazon-com-inc","tag-apple-inc","tag-broadcom-inc","tag-builders-firstsource-inc","tag-cdw-corp","tag-coca-cola-europacific-partners-plc","tag-comcast-corp","tag-doordash-inc","tag-ebay-inc","tag-enphase-energy-inc","tag-eqt-corp","tag-estrategia-de-inversion","tag-exxon-mobil-corp","tag-fondos-cotizados-en-bolsa","tag-ishares-core-sp-500-etf","tag-jabil-inc","tag-jd-com-inc","tag-lucid-group-inc","tag-marathon-petroleum-corp","tag-mercados","tag-mercados-de-valores","tag-microsoft-corp","tag-mongodb-inc","tag-nasdaq-inc","tag-noticias-de-negocios","tag-noticias-de-ultima-hora-mercados","tag-nvidia-corp","tag-powershares-qqq-trust","tag-roper-technologies-inc","tag-sealed-air-corp","tag-solaredge-technologies-inc","tag-spdr-sp-500-etf-trust","tag-splunk-inc","tag-technology-select-sector-spdr-fund","tag-tesla-inc","tag-uber-technologies-inc","tag-vanguard-sp-500-etf","tag-visa-inc","tag-wall-street","tag-zoom-video-communications-inc","et-has-post-format-content","et_post_format-et-post-format-standard"],"_links":{"self":[{"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/posts\/163425","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/comments?post=163425"}],"version-history":[{"count":0,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/posts\/163425\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/media\/163426"}],"wp:attachment":[{"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/media?parent=163425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/categories?post=163425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rbnews247.com\/v1\/wp-json\/wp\/v2\/tags?post=163425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}