3.88% Return, Daviid portfolio on Bolsia.com

Login

3987 Ref.

0 Bolsiacoins $PO1etDlNlrCMet

# Daviid Portfolio Currency:EURTop 25: 1543

Start:	10/18/2024		Day Return:	0.00%		Day Rank:	512
Days:	93		Month Return:	-2.30%		Month Rank:	1606
Last:	2024-12-24		Year Return:	0.00%		Year Rank:	1606
Visits:	88		All Time Return:	3.88%		All Time Rank:	1309

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-0.33%	3.23%	3.33%	6.32%	0.73%
2025	-2.30%												-2.30%	1.92%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/18/2024	277	ACS.MC	0.01%	44.10�	48.30�	13,379�	9.52%	12.88%
10/22/2024	189	AMS.MC	0.00%	68.25�	67.66�	12,788�	-0.87%	12.31%
10/18/2024	519	ANE.MC	0.00%	19.79�	18.66�	9,685�	-5.69%	9.32%
10/18/2024	1,403	BBVA.MC	0.00%	9.01�	10.32�	14,479�	14.60%	13.94%
10/18/2024	2,383	CABK.MC	0.00%	5.33�	5.54�	13,202�	3.91%	12.71%
10/18/2024	325	FER.MC	0.01%	37.12�	40.28�	13,091�	8.52%	12.60%
10/18/2024	948	IBE.MC	0.00%	13.47�	13.29�	12,599�	-1.31%	12.13%
11/19/2024	386	IONQ	0.01%	$31.15	$29.50	$11,387	-5.28%	10.67%
11/19/2024	3,567	Cash	0.00%	1.00�	1.00�	3,567�	0.00%	3.43%
EUR/USD: 1.02710 GBP/EUR: 1.1800				Portfolio Value:		$106,691	103,876�	100%

# Performance	Daviid	S&P500
Return:	3.88%	2.66%
Annualized Return:	15.91%	10.75%
Std (Volatility):	20.07	13.03
Sharpe:	0.59	0.52
Beta:	0.06	1.00
Jensen Alpha:	1.15	0.00
Drawdown:	8.55	4.31

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo