20.08% de rentabilidad, cartera de bolsa Axis en Bolsia.com

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0 Bolsiacoins $ZCa5rist2yaZCu

# Cartera Axis Currency:EURTop 25: 2071

Inicio:	23/08/2024		Rent. D�a:	0.10%		Ranking D�a:	1909
D�as:	579		Rent. Mes:	-10.38%		Ranking Mes:	2550
Last:	2026-02-25		Rent. A�o:	0.00%		Ranking A�o:	2674
Visitas:	475		Rent. Total:	20.08%		Ranking Total:	1300

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.01%	0.95%	5.63%	6.65%	-4.25%	8.90%	5.57%
2025	4.29%	4.84%	-5.77%	-0.40%	6.66%	-0.99%	4.64%	0.43%	5.22%	1.82%	-0.85%	2.54%	24.02%	16.77%
2026	1.66%	-2.40%	-10.43%										-11.13%	-4.16%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
01/10/2024	187	AMS.MC	0.69%	65.62�	49.82�	9,316�	-24.07%	7.76%
01/10/2024	134	BABA	2.99%	$104.30	$126.07	$16,893	20.87%	12.13%
24/09/2024	444	CNX	0.41%	$30.73	$40.65	$18,049	32.27%	12.96%
26/09/2024	70	CVNA	6.55%	$201.36	$299.70	$20,979	48.84%	15.07%
18/09/2024	330	FER.MC	1.68%	38.60�	54.32�	17,926�	40.73%	14.94%
27/09/2024	293	III.L	-0.33%	�36.08	�26.70	�9,075	-26.00%	7.56%
27/09/2024	374	ITX.MC	-0.91%	50.55�	50.18�	18,767�	-0.73%	15.64%
02/10/2024	66	SIE.DE	3.71%	179.97�	209.35�	13,817�	16.33%	11.51%
02/10/2024	2,902	Liquidez	0.00%	1.00�	1.00�	2,902�	0.00%	2.42%
EUR/USD: 1.16004 GBP/EUR: 1.1600				Valor Cartera:		$139,216	120,009�	100%

# Ratios	Axis	S&P500
Rentabilidad:	20.01%	18.15%
Rent. Anualizada:	12.21%	11.11%
Std (Volatilidad):	18.31	14.45
Sharpe:	0.45	0.49
Beta:	0.66	1.00
Alfa de Jensen:	0.35	0.00
Drawdown:	21.16	18.46

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