21.46% de rentabilidad, cartera de bolsa Isa en Bolsia.com

Login

0 Bolsiacoins $Z6IJYRhcB3JSow

# Cartera Isa Currency:EURTop 25: 1015

Inicio:	27/10/2022		Rent. D�a:	0.00%		Ranking D�a:	1650
D�as:	985		Rent. Mes:	1.17%		Ranking Mes:	433
Last:	2025-04-02		Rent. A�o:	0.00%		Ranking A�o:	1635
Visitas:	883		Rent. Total:	21.46%		Ranking Total:	582

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										-0.59%	3.52%	-5.38%	-2.63%	-0.50%
2023	3.73%	-0.05%	-2.19%	-0.79%	-3.41%	5.23%	4.13%	-0.63%	-1.75%	-3.90%	2.62%	3.92%	6.54%	24.54%
2024	4.05%	4.40%	7.16%	0.11%	1.19%	-1.42%	1.86%	0.38%	2.33%	-2.77%	7.59%	-4.56%	21.43%	23.59%
2025	1.91%	1.04%	-3.84%	-5.44%	2.50%	-0.70%	1.19%						-3.56%	6.69%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
27/10/2022	3	AZO	1.94%	$2510.12	$3758.84	$11,277	49.75%	7.88%
27/10/2022	40	BRK-B	0.88%	$291.04	$484.65	$19,386	66.52%	13.55%
27/10/2022	35	DE	0.17%	$401.21	$521.22	$18,243	29.91%	12.75%
27/10/2022	379	FCX	0.11%	$33.03	$45.85	$17,377	38.82%	12.14%
27/10/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	9.80%
27/10/2022	80	SU.PA	-1.71%	128.19�	221.55�	17,724�	72.83%	14.59%
27/10/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	12.17%
27/10/2022	257	TXT	0.40%	$74.54	$82.27	$21,143	10.37%	14.77%
27/10/2022	2,852	Liquidez	0.00%	1.00�	1.00�	2,852�	0.00%	2.35%
EUR/USD: 1.17800 GBP/EUR: 1.1600				Valor Cartera:		$143,103	121,479�	100%

# Ratios	Isa	S&P500
Rentabilidad:	21.48%	63.41%
Rent. Anualizada:	7.46%	19.91%
Std (Volatilidad):	14.68	15.29
Sharpe:	0.24	1.04
Beta:	0.45	1.00
Alfa de Jensen:	-0.37	0.00
Drawdown:	15.36	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo