7.47% de rentabilidad, cartera de bolsa HO3 en Bolsia.com

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0 Bolsiacoins $xFIaTRC2qSMd4a

# Cartera HO3 Currency:EURTop 25: 1617

Inicio:	01/09/2024		Rent. D�a:	0.10%		Ranking D�a:	1483
D�as:	429		Rent. Mes:	0.10%		Ranking Mes:	1341
Last:	2025-07-21		Rent. A�o:	0.00%		Ranking A�o:	1264
Visitas:	233		Rent. Total:	7.47%		Ranking Total:	1916

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									-3.03%	-1.07%	1.06%	-1.81%	-4.80%	4.20%
2025	6.42%	3.33%	1.39%	-6.65%	1.47%	-1.19%	5.89%	2.69%	-3.19%	2.66%	0.10%		12.89%	16.53%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
02/09/2024	2,855	BP.L	1.15%	�4.30	�4.46	�14,529	3.84%	13.52%
02/09/2024	469	DTE.DE	-0.89%	25.95�	26.63�	12,489�	2.62%	11.62%
02/09/2024	993	ENI.MI	0.05%	14.72�	15.98�	15,868�	8.58%	14.76%
02/09/2024	3,938	KPN.AS	-1.72%	3.70�	3.94�	15,516�	6.37%	14.44%
02/09/2024	143	SAN.PA	-0.75%	104.66�	87.09�	12,454�	-16.79%	11.59%
02/09/2024	482	SHEL.L	-0.21%	�26.80	�28.42	�15,613	6.01%	14.53%
02/09/2024	3,175	SRG.MI	0.60%	4.48�	5.37�	17,050�	20.00%	15.86%
02/09/2024	3,953	Liquidez	0.00%	1.00�	1.00�	3,953�	0.00%	3.68%
EUR/USD: 1.15289 GBP/EUR: 1.1400				Valor Cartera:		$123,904	107,472�	100%

# Ratios	HO3	S&P500
Rentabilidad:	7.47%	21.42%
Rent. Anualizada:	6.31%	17.91%
Std (Volatilidad):	12.75	15.72
Sharpe:	0.18	0.88
Beta:	0.27	1.00
Alfa de Jensen:	-0.15	0.00
Drawdown:	13.74	18.46

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