{"id":125,"date":"2025-09-10T12:15:54","date_gmt":"2025-09-10T12:15:54","guid":{"rendered":"https:\/\/mueckinvest.de\/?page_id=125"},"modified":"2026-04-01T10:00:00","modified_gmt":"2026-04-01T08:00:00","slug":"reequilibrio","status":"publish","type":"page","link":"https:\/\/mueckinvest.com\/es\/rebalancing\/","title":{"rendered":"Reequilibrio"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Por qu\u00e9 es importante:<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Para garantizar que la estrategia de inversi\u00f3n se mantenga estable a largo plazo, la composici\u00f3n de los wikifolios se revisa y ajusta peri\u00f3dicamente. Este procedimiento se denomina <strong>Reequilibrio<\/strong>. Las ponderaciones originales de los distintos componentes se restablecen si se han desplazado debido a la evoluci\u00f3n de los precios.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por ejemplo, si las acciones suben mucho de valor, autom\u00e1ticamente ocupan m\u00e1s espacio en la cartera. Durante el reequilibrio, algunas de estas ganancias se realizan y se reasignan a otras clases de activos. De este modo, el riesgo se mantiene equilibrado y la estrategia conserva su enfoque original.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"281\" src=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png\" alt=\"\" class=\"wp-image-766\" srcset=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png 1024w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-300x82.png 300w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-768x211.png 768w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1530x420.png 1530w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49 Se produce el reequilibrio de mis wikifolios <strong>siempre al comienzo del nuevo trimestre<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Encontrar\u00e1 m\u00e1s informaci\u00f3n en el <a href=\"https:\/\/mueckinvest.com\/es\/%f0%9f%94%84-reequilibrio\/\" title=\"\ud83d\udd04 Reequilibrio\">Temas en profundidad<\/a>.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#f5eac1;padding-top:6vw;padding-right:6vw;padding-bottom:6vw;padding-left:6vw\">\n<div class=\"wp-block-group is-vertical is-nowrap is-layout-flex wp-container-core-group-is-layout-baa59eca wp-block-group-is-layout-flex\" style=\"padding-right:0;padding-left:0\">\n<h2 class=\"wp-block-heading\">Descargar hoja de c\u00e1lculo Excel<\/h2>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-1401cc4e-a420-4bc1-9ddd-3fc667b8d1c4\">Puede descargarse un cuadro completo de las medidas de reequilibrio en formato Excel.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<a href=\"https:\/\/mueckinvest.com\/es\/Apps\/Wikifolio%20Rebalancing%20\u00dcbersicht.xlsx\/\" download>\n    Descargar archivo\n<\/a>\n\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Resumen de todas las medidas de reequilibrio aplicadas hasta la fecha:<\/h2>\n\n\n\n\n    <style>\n        .rebalancing-year-select {\n            margin-bottom: 15px;\n        }\n        .rebalancing-year-select select {\n            padding: 6px 10px;\n            font-size: 16px;\n            border-radius: 6px;\n            border: 1px solid #ccc;\n        }\n        @media (prefers-color-scheme: dark) {\n            .rebalancing-year-select select {\n                background: #222;\n                color: #fff;\n                border-color: #555;\n            }\n        }\n        .rebalancing-all-list {\n            list-style: none;\n            padding-left: 0;\n            margin: 0;\n        }\n        .rebalancing-all-list li {\n            margin-bottom: 6px;\n        }\n    <\/style>\n    <div class=\"rebalancing-year-select\"><select id=\"rebalancing-year\"><option value=\"2026\" selected>2026<\/option><\/select><\/div><ul class=\"rebalancing-all-list\" id=\"rebalancing-list\"><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/es\/04/01/2026-rebalancing\/\">1 de abril de 2026: Reequilibrio<\/a>\n                    <\/li><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/es\/rebalancing-01/02/2026\/\">01/02/2026: Reequilibrio<\/a>\n                    <\/li><\/ul>\n    <script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        const select = document.getElementById(\"rebalancing-year\");\n        const items = document.querySelectorAll(\"#rebalancing-list li\");\n\n        function filter() {\n            const year = select.value;\n            items.forEach(item => {\n                item.style.display = (item.dataset.year === year) ? \"\" : \"none\";\n            });\n        }\n\n        select.addEventListener(\"change\", filter);\n\n        \/\/ Initial filtern\n        filter();\n    });\n    <\/script>","protected":false},"excerpt":{"rendered":"<p>Warum es wichtig ist: Damit eine Anlagestrategie langfristig stabil bleibt, wird die Zusammensetzung der Wikifolios regelm\u00e4\u00dfig \u00fcberpr\u00fcft und angepasst. Dieses Vorgehen nennt man Rebalancing. Dabei werden die urspr\u00fcnglichen Gewichtungen der einzelnen Bausteine wiederhergestellt, wenn sie sich durch Kursbewegungen verschoben haben. Ein Beispiel: Steigen Aktien stark im Wert, nehmen sie im Portfolio automatisch mehr Raum ein. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-sidebar","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-125","page","type-page","status-publish","hentry","pmpro-has-access"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/pages\/125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/comments?post=125"}],"version-history":[{"count":9,"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/pages\/125\/revisions"}],"predecessor-version":[{"id":4405,"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/pages\/125\/revisions\/4405"}],"wp:attachment":[{"href":"https:\/\/mueckinvest.com\/es\/wp-json\/wp\/v2\/media?parent=125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}