Repositorio Institucional Universidad EAFIT :: Examinando por Materia "Dividendo"

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Evaluación de alternativas de inversión en estrategias de dividendos crecientes como alternativa o complemento a la pensión
(Universidad EAFIT, 2021) Guerrero Quintero, Santiago; Muñoz López, Geraldine; Peña Higuavita, Germán Adolfo
This paper presents the evaluation of different investment options in companies with increasing dividends as an alternative or complement to the pension, in order to evaluate the suitability of the strategy for investors who are in the capital accumulation stage for retirement according to the results obtained. For this, were formed seven portfolios with different periods of time and different selection characteristics in order to review the profitability in terms of cash flows generated for the investor, as well as the return of the share in the period of time between the hypothetical conformation of the portfolio and March 2021, likewise a backtesting was carried out for this same period of time and an evaluation of the behavior of the portfolio in the market was carried out by comparing it with 3 financial instruments and based on this evaluation, a strategy is established that, although it is true, has greater risk, it also generates greater profitability than conventional fixed-income alternatives and that should be taken into account as a very good investment option for the pension stage.