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Aprende trading e inversión en bolsa de valores, forex y criptomonedas.

Te convertirás en el mejor Bróker Junior con nuestros
CURSOS DE TRADING E INVERSIÓN ¡GRATIS!.

Inicia tu carrera financiera como Bróker Junior con nuestros contenidos exclusivos.
Accede ahora a nuestro Curso de Trading online Gratis en español (20 horas).

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GRUPO TÉLEGRAM

ACCEDER AHORA >>

LIBRO RECOMENDADO

COMPRAR LIBRO EN AMAZON >>

Importante: Si compras el libro y pones una reseña positiva con 5 estrellas, te regalamos una clase 1 to 1 de coaching con Jaime Juez valorada en 60€, (enviando captura de pantalla a info@brokerjunior.com)

LIBRO RECOMENDADO

COMPRAR LIBRO EN AMAZON >>

Importante: Si compras el libro y pones una reseña positiva con 5 estrellas, te regalamos una clase 1 to 1 de coaching con Jaime Juez valorada en 60€, (enviando captura de pantalla a info@brokerjunior.com)


FORMACIÓN PREMIUM

NIVELES 1 – 2 – 3

MÁS INFO >>

  • Trading desde 0 (Principiantes)
  • Análisis Técnico (Intermedio)
  • Estrategias (Avanzado)

NIVELES 1 -2 – 3 – 4

MÁS INFO >>

  • Trading desde 0 (Principiantes)
  • Análisis Técnico (Intermedio)
  • Estrategias (Avanzado)
  • Criptomonedas

NIVELES 1 -2 – 3 – 4 – 5

MÁS INFO >>

  • Trading desde 0 (Principiantes)
  • Análisis Técnico (Intermedio)
  • Estrategias (Avanzado)
  • Criptomonedas
  • Trading Algorítmico


PODCAST


RESUMEN DIARIO DE 5 MIN, DE LAS NOTICIAS MÁS DESTACADAS DEL DÍA


SEMINARIO ASESORÍA FISCAL (online)
Declaración de la Renta (Trading y Criptomonedas)

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.woocommerce-checkout #payment ul.payment_methods li img, #add_payment_method #payment ul.payment_methods li img {height:25px;margin-bottom:10px;} TAKE PROFIT o toma de beneficios en TRADING - #7 - Broker Junior Saltar al contenido

Take profit o toma de beneficio en el trading – Curso TRADING #7

Take profit o toma de beneficio en el trading - Curso TRADING

El Take Profit es justo lo opuesto al stop loss, es decir, la recogida o la toma de beneficios. Es el límite de beneficios que el trader establece en cada operación, para asegurar unas ganancias de forma automática.

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Qué es el take profit

Pues bueno el take profit es justo lo opuesto al stop loss, es decir la recogida o la toma de beneficios. Es el límite de beneficios que el trader establece en cada operación, es decir, nosotros somos los que le decimos cuando el precio se acerque a este nivel automáticamente quiero salir del mercado, porque me parece que mis beneficios son correctos y quiero salir en ese nivel de precios y quiero que lo haga la plataforma de trading automáticamente sin tener que darle al botoncito.

Pues bueno en una posición larga el take profit se tiene que poner evidentemente por encima del precio porque por encima es cuando ganamos dinero, cuando el precio sube, por lo tanto como el objetivo es que el precio toque el take profit y así salir del mercado, pues lo pondremos por encima.

En una posición corta exactamente lo mismo, como ganamos cuando el precio cae el take profit se tiene que colocar por debajo del precio al que hemos abierto esa posición corta bueno y vamos a ver un par de ejemplos de take profit tanto en corto como en largo.

Ejemplo 1, take profit con posición alcista:

Volvemos a nuestro ejemplo de siempre compramos mil acciones que cotizan a diez euros y establecemos un take profit a diez con diez euros, es decir, que nuestra exposición a nuestra inversión es una compra de mil acciones por diez euros.

Serán diez mil como siempre nuestro beneficio máximo como hemos establecido un take profit a diez con diez, nuestros beneficios máxima será de cien euros porque en el momento.

En cuanto el precio suba hasta diez con diez saldremos del mercado, en ese punto y recogeremos esos beneficios. Si el precio sube más de 10 con 10 no nos afecta si el precio no toca diez con diez la oposición se mantendría.

Seguiría abierta hasta que lo tocara o hasta que nosotros cerraremos manualmente. Finalmente la salida del mercado se produce porque porque el precio ha subido a 10 con 20 pero antes de llegar a 10 con 20 ha tenido que pasar por 10 con 10.

Por tanto al seguir del mercado como en una posición larga primero habíamos comprado aquí lo que hacemos es vender, que es un ingreso. ¿Cuánta cantidad? La misma, mil acciones porque el valor por el actual que habíamos establecido 10 con 10 por lo tanto nuestro ingreso 10 mil 100 euros ingresos menos gastos hemos ingresado 10 mil.

No hay que confundirnos con que el precio ha llegado a 10 con 20 porque podría haber llegado a 10 con 50 se podría haber disparado a 15 por la razón que sea y nosotros al haber limitado el beneficio con el take profit igual que antes limitamos la pérdida ahora hemos limitado el beneficio estamos fuera del mercado y simplemente somos espectadores, si el precio tenemos la mala suerte de que se va a 10 con 20 como es este caso a 15 euros pues mala suerte, por porque hemos limitado nuestra nuestro beneficio.

Ejemplo 2, take profit con posición bajista:

En el caso opuesto, en el en el corto como siempre. Ahora pensamos que el precio va a caer por lo tanto abrimos nuestra posición corta vendiendo mil unidades que cotizan a diez euros por lo tanto el take profit es lo colocamos a 9 con 90.

Eso quiere decir que si finalmente el precio cae 10 céntimos automáticamente saldremos del mercado hemos limitado nuestros beneficios ahora mismo al 90. ¿Por qué se limitan? Simplemente porque queremos asegurar esos beneficios, no queremos que el precio llegue a 9 con 90 y se dé la vuelta y no vaya a ser que luego acabamos perdiendo mucho. Para eso se pone el take profit.

Mil unidades por diez euros, nuestro ingreso futuro, como es una venta, será un ingreso de diez mil euros. Cuando cerremos la operación nuestro beneficio máximo será el de 100 euros. Podemos cerrar antes, por supuesto que si, manualmente tú puedes cerrar cuando quieras. Podemos cerrar a 9 con 95 si queremos manualmente pero evidentemente no ganamos 100 euros.

Sabemos que el máximo que podemos ganar es cien euros, pero podemos ganar menos si queremos, incluso evidentemente podemos perder. La salida el precio cae de repente hasta el 9 con 80 y se cierra nuestra posición bajista automáticamente ¿Dónde se cierra? ¿9 con 80? NO, se cierra en 9 con 90, que es donde establecimos nuestro take profit.

¿Por cuánta cantidad? Pues hemos comprado mil unidades que previamente habíamos vendido a ¿Qué cantidad? 9 con 90 por lo tanto 1000 por 9 con 90 nuestra compra ahora al cerrar la posición corta es de 9 mil 900 euros.

Como es una compra es un gasto la diferencia entre ingresos y gastos, nuestros ingresos que decíamos que era un ingreso futuro ahora ya está cerrado y es el ingreso de diez mil euros pero hemos tenido unos gastos también en el mismo momento de 9.900. Sin embargo nos hemos aprovechado de esa diferencia y hemos ganado cien euros.

¿Nos beneficia establecer un take profit?

Hay casos o incluso sistemas en los que sí que nos beneficia establecer un take profit. Imaginemos que por la razón x, esto ya sabes que es una simulación, y que sabemos el resultado.

En este caso voy a establecer una posición larga como antes hemos dicho, siempre el 100% de las operaciones tienen acompañadas de un stop loss. El stop loss es obligatorio, el take profit es optativo.

Vamos a establecer aquí un take profit de 20 o darnos un mayor margen de 30 de 40 o incluso, gente que arriesga 20 deja el take profit en 10 porque es muy fácil salir con beneficios de esta forma es muy fácil que el precio toque rápidamente los 10 que sería un scalping y es más difícil que toque los 20.

El problema está en que si hay más veces que toque el 20, pues tendremos pérdidas, entonces hay que conseguir ajustar todo esto en una proporción adecuada. Este es también además de todo lo que hemos visto otra de las claves que vemos en el curso de trading premium de broker junior es algo muy a tener en cuenta. En este caso vamos a poner 40 por ejemplo.

Vale, entonces hemos entrado con stop loss y hemos entrado con take profit. Ahora mismo ya sabemos que en algún momento vamos a salir muy rápido porque está entre comillas bastante ceñido. Nos ha sacado con 40 tipo de beneficios 40 dólares. Imaginemos que vamos a volver a entrar, el stop loss lo vamos a dejar en 30 éstos siempre obligatorio.

Take profit optativo. Porque lo podemos poner y si por la razón que sea no vamos a estar delante del ordenador en estos momentos y nos tenemos que ir pero dejamos abierta nuestra nuestra posición porque vemos una oportunidad que llevamos siguiendo y vemos que hay una oportunidad de que suba, podemos incluso alejarlos un poquito más arriesgar un poquito más, pero también buscar un beneficio un poquito más alto.

Imaginaros que ya no estamos delante del ordenador pero hemos dejado programadas las dos opciones take profit y stop loss. Sin estar delante del ordenador nos sacaría del mercado con otro beneficio de 53.

¿Esto es lo recomendable? Evidentemente no. Pero hay casos en los que puedes dejar una operación abierta por la noche o puedes hacer una operación de swing trading o tendencial.


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