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 # Cartera Aldivan       Currency:EURTop 25: 695
Accede a la Cartera Aldivan
Ver
Inicio:02/01/2013 Rent. Día:
0.00%
Ranking Día:277
Días: 4125 Rent. Mes:
-2.15%
Ranking Mes:1009
Last:2024-03-01 Rent. Año:
0.00%
Ranking Año:466
Visitas:4980 Rent. Total:
8.78%
Ranking Total:1139


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
12.51%
0.13%
6.95%
5.87%
8.57%
-4.59%
12.03%
-4.52%
9.99%
1.27%
2.65%
2.29%
65.29%
29.60%
2014
-1.81%
10.03%
2.72%
-1.94%
2.48%
4.86%
-0.95%
6.43%
1.10%
-6.68%
-6.81%
-3.77%
4.33%
11.39%
2015
8.34%
12.35%
3.01%
-3.08%
-0.10%
-5.04%
-3.94%
-8.84%
-7.17%
4.78%
-2.72%
-2.79%
-7.13%
-0.73%
2016
-5.09%
-3.42%
3.88%
-0.49%
2.69%
-6.84%
4.81%
2.61%
-4.85%
1.10%
-5.49%
6.37%
-5.72%
9.54%
2017
2.09%
6.60%
4.56%
0.07%
-0.18%
-7.85%
-2.47%
-1.03%
1.14%
-1.98%
-1.96%
1.06%
-0.69%
15.21%
2018
-1.21%
-4.27%
-2.77%
3.99%
-6.11%
-2.23%
-0.08%
-3.03%
-0.32%
-5.41%
-0.10%
-2.66%
-22.03%
-2.81%
2019
7.53%
-1.90%
-2.76%
5.78%
-4.09%
1.48%
-2.45%
-0.31%
9.22%
2.80%
1.64%
0.33%
17.58%
28.88%
2020
-0.95%
-6.94%
-20.90%
1.99%
-0.68%
-1.91%
-0.82%
0.01%
0.01%
0.01%
0.01%
0.01%
-28.12%
16.26%
2021
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.12%
27.27%
2022
0.01%
0.01%
0.01%
0.01%
0.01%
1.07%
-1.54%
-14.68%
-5.53%
4.32%
4.19%
0.61%
-12.24%
-20.03%
2023
5.54%
2.27%
-1.28%
-0.56%
-1.46%
0.52%
3.39%
7.37%
-0.66%
-1.32%
5.60%
-1.30%
19.04%
24.54%
2024
1.68%
-0.01%
6.04%
-2.15%
    
    
    
    
    
    
    
    
5.49%
5.22%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
28/08/20191,705CABK.MC Caixabank1.47%2.04€4.69€7,996€129.54%7.35%
05/01/20181,605COL.MC Colonial1.53%8.47€5.30€8,507€-37.46%7.82%
08/12/20142,644IAG.MC IAG1.65%6.72€1.88€4,971€-72.04%4.57%
09/11/20151,242IBE.MC Iberdrola0.72%6.49€11.21€13,923€72.66%12.80%
08/12/2014920IDR.MC Indra-1.79%6.97€18.11€16,661€159.97%15.32%
28/08/20193,000SAB.MC Sabadell2.92%0.77€1.44€4,320€88.13%3.97%
04/01/20162,829TEF.MC Telefónica0.77%8.78€3.91€11,061€-55.47%10.17%
02/01/20135,760VOD.L Vodafone-2.24%£1.57£0.93£6,267-40.79%5.76%
02/01/201335,069Liquidez   0.00%1.00€1.00€35,069€0.00%32.24%
EUR/USD: 1.06684    GBP/EUR: 1.1700 Valor Cartera: $116,046 108,776€ 100%

 # RatiosAldivanS&P500
Rentabilidad:
8.78%
251.25%
Rent. Anualizada:0.73%11.45%
Std (Volatilidad):18.2216.84
Sharpe:-0.180.44
Beta:0.431.00
Alfa de Jensen:-0.650.00
Drawdown:65.6533.92



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