52.67% Return, Dalal portfolio on Bolsia.com

Login

1940 Bolsiacoins $xBp4l1MrqkvH3J

# Dalal Portfolio Currency:EURTop 25: 461

Visit Dalal

Start:	10/20/2011		Day Return:	0.00%		Day Rank:	1265
Days:	4423		Month Return:	6.77%		Month Rank:	98
Last:	2023-11-20		Year Return:	0.00%		Year Rank:	857
Visits:	3463		All Time Return:	52.67%		All Time Rank:	788

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2011										1.27%	-0.74%	-1.66%	-1.15%	3.47%
2012	3.88%	-0.05%	2.13%	-3.98%	-16.02%	8.01%	-2.04%	6.50%	1.87%	-0.63%	1.03%	2.85%	1.35%	13.41%
2013	3.78%	3.06%	-3.06%	1.97%	0.84%	-2.86%	-2.00%	0.40%	3.59%	2.84%	3.23%	7.32%	20.27%	29.60%
2014	1.78%	4.66%	10.67%	-0.92%	-0.38%	4.97%	0.70%	4.45%	1.48%	-7.09%	-2.99%	-2.87%	14.13%	11.39%
2015	5.72%	10.53%	0.95%	-1.68%	-0.50%	-6.31%	0.36%	-12.45%	-7.25%	0.80%	0.07%	0.07%	-11.05%	-0.73%
2016	0.08%	6.32%	2.92%	2.85%	-0.74%	-10.11%	-0.76%	0.59%	-5.57%	3.12%	2.19%	5.85%	5.68%	9.54%
2017	1.24%	1.61%	6.59%	4.38%	0.09%	-2.25%	-0.43%	0.65%	0.25%	0.89%	-0.74%	1.50%	14.37%	15.21%
2018	0.41%	-0.39%	-7.60%	1.74%	-2.51%	-3.18%	-0.83%	-2.27%	1.01%	-1.31%	0.20%	0.41%	-13.74%	-2.81%
2019	1.20%	-0.44%	0.64%	-0.52%	-1.11%	1.88%	-0.10%	-0.51%	0.70%	-0.26%	0.50%	0.08%	2.04%	28.88%
2020	0.67%	-1.57%	-4.59%	0.88%	1.13%	2.02%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	-1.55%	15.96%
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%	27.26%
2022	0.01%	0.01%	0.01%	0.01%	0.01%	8.37%	-0.56%	0.26%	-0.77%	1.32%	3.04%	-0.95%	10.93%	-19.82%
2023	0.19%	-1.27%	-0.46%	0.94%	-0.95%	1.32%	6.41%	3.56%	-4.10%	-3.91%	6.65%		8.03%	19.04%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
05/11/2023	500	ACS.MC	-0.33%	31.90�	36.29�	18,145�	13.78%	11.90%
05/11/2023	182	AMZN	0.67%	$112.07	$147.73	$26,887	31.82%	16.10%
05/11/2023	179	BABA	-1.22%	$87.13	$77.53	$13,878	-11.02%	8.31%
08/22/2023	450	CCL	1.46%	$15.79	$14.62	$6,579	-7.41%	3.94%
05/30/2023	75	FSLR	0.17%	$205.53	$154.65	$11,599	-24.76%	6.94%
11/20/2023	80	GIS	-2.45%	$64.64	$63.58	$5,086	-1.64%	3.05%
05/11/2023	173	GOOG	-0.12%	$117.64	$138.05	$23,883	17.35%	14.30%
05/11/2023	11,300	IAG.MC	-1.16%	1.80�	1.75�	19,775�	-2.89%	12.97%
06/08/2023	525	ITX.MC	-0.48%	33.82�	36.96�	19,404�	9.29%	12.72%
06/14/2023	105	QCOM	0.35%	$123.63	$128.20	$13,461	3.69%	8.06%
06/07/2023	10	TSLA	0.27%	$228.36	$236.08	$2,361	3.38%	1.41%
06/07/2023	475	Cash	0.00%	1.00�	1.00�	475�	0.00%	0.31%
EUR/USD: 1.09528 GBP/EUR: 1.1500				Portfolio Value:		$167,039	152,508�	100%

# Performance	Dalal	S&P500
Return:	53.37%	274.40%
Annualized Return:	3.49%	11.17%
Std (Volatility):	22.43	16.87
Sharpe:	-0.02	0.43
Beta:	0.27	1.00
Jensen Alpha:	-0.25	0.00
Drawdown:	40.17	33.92

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo