Cartera - Google Drive


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2	Baelo Patrimonio				Baelo Dividendo Creciente
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4	Peso	Acciones	Peso	Acciones Oro	Peso	Acciones
5	2,88%	Johnson & Johnson	1,94%	Royal Gold	4,02%	Vidrala
6	2,68%	Tencent Holdings	1,75%	Wheaton Precious Metals	3,85%	Legrand
7	2,45%	Novo Nordisk	1,84%	Franco-Nevada	3,53%	Rubis
8	1,99%	ASML Holding			3,50%	Michelin
9	1,88%	LVMH Moët Hennessy	Peso	Acciones REITs	3,41%	Equasens
10	1,91%	Taiwan Semiconductor	1,39%	Realty Income	3,37%	Catalana Occidente
11	1,79%	Procter & Gamble	1,35%	Avalon Bay	3,20%	Inditex
12	1,57%	The Coca Cola Co.	1,23%	Federal Realty	3,04%	Reply
13	1,48%	Hermes International SCA	1,14%	Public Storage	3,05%	Cranswick
14	1,44%	Novartis	1,14%	Essex Property	2,92%	Pax Global
15	1,41%	Allianz	1,00%	Argan	2,71%	Ashtead Group
16	1,45%	L'Oreal	0,84%	WP Carey	2,67%	Lenovo
17	1,44%	Nestlé	0,33%	Derwent London	2,62%	Teleperformance
18	1,35%	Essilor International SA			2,58%	Hikma Pharmaceutical
19	1,33%	Roche AG	Peso	Bonos	2,58%	Vinci
20	1,18%	Lowes Companies	19,12%	Bund Alemán 5 - 10 años	2,51%	IG Group Holdings
21	1,08%	Sanofi SA	10,27%	Bund Euro-Inflation Linked	2,43%	Clarkson
22	1,11%	Royal Bank of Canada			2,42%	Sanofi
23	1,09%	Unilever NV	Peso	Cash & Bonos CP	2,36%	L'Oreal
24	1,07%	SAP SE	2,48%	Apple 11/2025	2,31%	British American Tobacco
25	0,95%	Toronto Dominion Bank	2,48%	Credit Agricole 10/2025	2,30%	EssilorLuxottica
26	0,93%	Nippon Telegraph & Telephone	2,45%	Nordea Bank 05/2026	2,02%	Kering
27	0,88%	Total Energies	1,07%	Efectivo	2,01%	Terna
28	0,84%	Canadian National Railway			1,98%	Logista
29	0,87%	Siemens			1,96%	Techtronic Industries
30	0,78%	Shin-Etsu Chemical			1,96%	AIA Group
31	0,74%	Canadian Natural Resources			1,94%	TotalEnergies
32	0,71%	KDDI			1,84%	Poste Italiane
33	0,73%	British American Tobacco			1,80%	Bunzl
34	0,70%	Altria			1,75%	Lvmh Moet Hennessy L.V.
35	0,66%	Deutsche Post			1,67%	Legal & General Group
36	0,62%	Munich RE			1,61%	Iberdrola
37	0,58%	3M			1,60%	Recordati
38	0,54%	Infosys			1,60%	Viscofan
39	0,53%	Air Liquide			1,52%	Unilever
40	0,51%	Diageo			1,50%	Schroders
41	0,47%	Parker Hannifin			1,35%	Croda International
42	0,45%	Colgate Palmolive			1,33%	Air Liquide
43	0,42%	Basf			1,23%	Diageo
44	0,42%	Imperial Oil			1,18%	National Grid
45	0,42%	Emerson Electric			1,11%	RWS Holdings
46	0,27%	Ahold			1,07%	Bouygues
47	0,29%	Henkel AG			0,94%	Chesnara PLC
48	0,23%	Smurfit Kappa			0,79%	Philip Morris
49	0,19%	Coloplast
50	0,19%	Hormel Foods			2,83%	Efectivo
51	0,19%	Wolters Kluwer
52	0,16%	Stanley Black & Decker
53	0,17%	Cincinnati Financials
54	0,16%	Dover Corp
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