16.26% de rentabilidad, cartera de bolsa EURS07 en Bolsia.com

Login

0 Bolsiacoins $XgcYlzkWdcF8in

# Cartera EURS07 Currency:EURTop 25: 914

Inicio:	19/08/2024		Rent. D�a:	0.00%		Ranking D�a:	1118
D�as:	422		Rent. Mes:	1.14%		Ranking Mes:	1224
Last:	2025-09-24		Rent. A�o:	0.00%		Ranking A�o:	524
Visitas:	269		Rent. Total:	16.26%		Ranking Total:	1384

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								1.76%	-0.83%	-5.12%	1.37%	-1.78%	-4.66%	5.37%
2025	4.37%	1.62%	0.51%	3.34%	5.03%	-0.63%	0.25%	-0.67%	5.33%	1.15%			21.96%	13.06%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
14/03/2025	33	ABBV	-0.09%	$215.72	$230.31	$7,600	6.76%	5.65%
20/08/2024	21	ASML.AS	3.70%	770.48�	843.40�	17,711�	9.46%	15.23%
20/08/2024	761	BA.L	-1.51%	�13.36	�19.53	�17,087	46.19%	14.70%
20/08/2024	60	DB1.DE	0.57%	207.68�	228.30�	13,698�	9.93%	11.78%
20/08/2024	409	EWP	0.83%	$34.32	$48.73	$19,931	41.99%	14.82%
20/08/2024	36	OR.PA	0.09%	385.94�	369.10�	13,288�	-4.36%	11.43%
20/08/2024	655	SSE.L	-1.07%	�18.92	�18.02	�13,570	-4.77%	11.67%
20/08/2024	58	SU.PA	0.67%	225.31�	246.65�	14,306�	9.47%	12.30%
20/08/2024	2,808	Liquidez	0.00%	1.00�	1.00�	2,808�	0.00%	2.42%
EUR/USD: 1.15658 GBP/EUR: 1.1500				Valor Cartera:		$134,477	116,271�	100%

# Ratios	EURS07	S&P500
Rentabilidad:	16.27%	19.14%
Rent. Anualizada:	13.89%	16.31%
Std (Volatilidad):	14.03	15.83
Sharpe:	0.70	0.78
Beta:	0.52	1.00
Alfa de Jensen:	0.35	0.00
Drawdown:	11.65	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo