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There is no doubt that in Spain there are other sources of reference beyond the selective index of Spanish equities, the Ibex 35. Specifically, the Ibex 35 Dividends, which is where the securities that distribute this bond to shareholders are listed. integrated within the selective of national variable income. It is an index of recent creation, given that it has developed at the beginning of this century and can be very interesting to channel the operations of small and medium investors due to the special characteristics that come together in their financial assets.

Con su lanzamiento, los inversores tienen de un nuevo channel para seguir de forma periódica la evolución de los valores que pagan dividendos a los inversores. Como fuente de referencia para orientar sus estrategias en el sector de inversiones. Tanto desde el punto de vista individual de los propios valores como si están integrados en la cartera de inversión de los fondos de inversión. Sea cual sea el caso, es uno de los índices less known by small and medium investors. In many opportunities, without having any reference to their own existence.

The Ibex 35 Dividends is an indicator of great advantage for investors that incorporates the variation in the prices of the securities. Such as the profitability generated by the distribution of dividends offered by the securities each year in a timely and guaranteed manner. With interests that oscillate between 3% and 8% and that it is constituted in a very peculiar way of constituting a portfolio of fixed income within the variable. Well above the profitability offered by the different banking products at this time. Among them, time deposits, high-income accounts or other savings programs that barely provide 1% interest.

Ibex 35 dividends: how does it work?


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This new reference index in national equities is characterized by having the following same components, criterio de cálculo y ajuste que el que se refiere a la selección nacional. Con la única variante de que solo incorpora los valores que distribuyen dividendos entre sus accionistas. De esta dinámica, se configura como un canal disruptivo que está al scope de todos los inversores y desde donde pueden realizar sus inversiones con un parámetro muy bien definido y que de cierta forma está dirigido a un perfil de inversor que quiere seguridad de inversión por encima de otros. consideraciones técnicas.

It includes companies such as Endesa, BBVA, Banco Santander, ACS, Iberdrola or Mediaset to give just a few examples. With spreads that vary substantially depending on the remuneration policy of these companies. The main contribution of this special stock index is that the investor will have an index where he is grouped all the values that appear in the national selective. Not like until a few years ago where there was no reference for companies that distributed dividends.

New source of analysis

As a result of the appearance of this stock index of Spanish equities, it will be viable analyze more easily the profitability offered by the companies through this payment. As well as the evolution of all the securities that meet these characteristics and, in conclusion, the other payments with which they reward their shareholders. It is, in short, a new model to check the evolution of all the securities that distribute dividends without having to go to each one of them individually. As happened on other occasions with small and medium investors.

On the contrary, they have some limitations such as the fact of excluding another series of securities that also pay dividends on a regular basis, but which are not included in the Ibex 35. As an example, in companies such as Logista, Atresmedia, OHL, Ebro NH Hotels. On the other hand, there are also other factors that link companies that distribute dividends to this index of the stock market, but in a discontinuous and irregular shape. And they are not present in the Ibex 35 Dividends. Not surprisingly, the only requirements are two, on the one hand, to distribute a dividend as is quite logical. And on the other hand, they belong to the selective index of national equities.

Frequency of charges


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Dividends have the months of December and July at their peak of reception by small and medium investors. It should be noted, on the other hand, that many of these companies make up to four annual payments each year, one for each quarter. Even though the payment terms may also be annual or bimonthly, depending on the policy developed by each of the listed companies. It is also a reference source to check the real evolution of these proposals aimed at making savings profitable. Accurately and without taking into account other valuations on the stock market.

On the other hand, it must be remembered that to collect dividends it is necessary to take positions in these securities. four or five days before. No como antes, en el que bastará con abrir las posiciones el día anterior a la realización del pago. Aunque por el contrario, la enajenación de los puestos se puede realizar el mismo día luego de formalizar este cargo a cuenta. Una strategy a la que indudablemente acuden muchos pequeños y medianos inversores para dotarse de liquidez en su cuenta de ahorro. Más allá de otras consideraciones estratégicas.

Base of many mutual funds

Ibex 35 Dividends may have other applications in investments developed by users. One of the most common is that it tends to integrate much of the investment fund portfolios based on actions. As with other indices of the old continent with similar characteristics. So that from this dynamic you do not have to contract the securities individually. On the other hand, it will generate that the investment is completely diversified, including with other financial assets of fixed income or alternative investment models (real estate management, raw materials, precious metals, etc.)

At the moment there are already many investment funds that focus on the dividends of the Ibex 35. Either partially or jointly and that can be adapted to any type of management strategy of the available capital. At the same time, and in a very curious way, do not forget that through these investment funds you can be in a position to receive a regular dividend during all the years in which it is positioned in this financial instrument. From this dynamics, you will have a fixed and guaranteed income in all financial years and without taking into account the evolution of your values in the financial markets.

Advantages of this stock index


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The benefits that this national equity index can bring you are many, as you will see below. One of the most tangible is that you will have retribution even if you lose money in investment. On the other hand, it is a sector where the most important listed companies in the country are integrated and with a very high trading volume. In other words, they stand out for their great solidity in terms of the liquidity provided by their shares.

Another of their most relevant contributions is that which has to do with their income statement, since they are the ones that present the best ratios in their administration. Not in vain, no speculative values not even fledgling lines of business. They are companies that are well established in their administration and therefore their risks are significantly lower than in the rest. Offering greater security to investors.

Selection of guarantees

Another investment model that has emerged in recent years is one whose source of reference is another variable income product, warrants. It is a very special format that bases its strategy on incorporating a mechanism, that if during its life the price of the underlying touches or exceeds certain predetermined levels, lower or higher, at any time, maturity originates in advance. It is somewhat more complicated, since on the other hand it is logical to think in the case of an investment product of these characteristics. And that needs more learning to operate with it in a much more efficient way and fundamentally with greater guarantees of success.

It is a highly sophisticated product that is traded on the Spanish Stock Exchange in accordance with the operating rules of the trading segment for warrants, certificates and other products with similar characteristics. During the contracting of these products, the lower or upper barrier will determine the interruption of the trading of this class of financial instruments due to early maturity and their definitive withdrawal at the close of the trading session. It is intended for a much more specific investor profile where the desire to achieve high profitability prevails over the operations carried out in the financial markets.