6.17% Return, AEXsharpe portfolio on Bolsia.com

Login

0 Bolsiacoins $PvlMYVpJwdeR8m

# AEXsharpe Portfolio Currency:EURTop 25: 150

Start:	08/16/2024		Day Return:	0.10%		Day Rank:	224
Days:	156		Month Return:	7.57%		Month Rank:	38
Last:	2024-09-05		Year Return:	0.00%		Year Rank:	38
Visits:	76		All Time Return:	6.17%		All Time Rank:	1193

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.03%	-2.53%	-6.51%	5.42%	2.71%	-1.29%	5.94%
2025	7.57%												7.57%	1.92%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/19/2024	484	AD.AS	0.00%	30.30�	33.96�	16,437�	12.06%	15.48%
08/19/2024	24	ASM.AS	0.01%	603.09�	622.40�	14,938�	3.20%	14.07%
08/19/2024	17	ASML.AS	0.05%	831.45�	739.10�	12,565�	-11.11%	11.83%
08/19/2024	258	ASRNL.AS	0.00%	46.13�	47.30�	12,203�	2.53%	11.49%
08/19/2024	119	BESI.AS	-0.01%	120.99�	147.45�	17,547�	21.87%	16.53%
08/19/2024	4,009	KPN.AS	0.00%	3.58�	3.57�	14,312�	-0.39%	13.48%
08/19/2024	95	WKL.AS	0.01%	150.37�	172.00�	16,340�	14.38%	15.39%
08/19/2024	1,834	Cash	0.00%	1.00�	1.00�	1,834�	0.00%	1.73%
EUR/USD: 1.02710 GBP/EUR: 1.1800				Portfolio Value:		$109,052	106,175�	100%

# Performance	AEXsharpe	S&P500
Return:	6.18%	7.97%
Annualized Return:	14.95%	19.52%
Std (Volatility):	17.22	12.51
Sharpe:	0.64	1.24
Beta:	0.43	1.00
Jensen Alpha:	0.43	0.00
Drawdown:	9.65	4.31

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo