33.74% de rentabilidad, cartera de bolsa Isa en Bolsia.com

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0 Bolsiacoins $Z6IJYRhcB3JSow

# Cartera Isa Currency:EURTop 25: 659

Inicio:	27/10/2022		Rent. D�a:	0.10%		Ranking D�a:	1443
D�as:	1238		Rent. Mes:	-4.86%		Ranking Mes:	1907
Last:	2025-04-02		Rent. A�o:	0.00%		Ranking A�o:	442
Visitas:	1206		Rent. Total:	33.74%		Ranking Total:	934

	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%	2.22%	-1.08%	0.13%	0.52%	1.00%	0.45%	-1.59%	16.77%
2026	3.73%	9.33%	-4.83%										7.92%	-2.49%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
27/10/2022	3	AZO	-2.04%	$2510.12	$3490.01	$10,470	39.04%	6.80%
27/10/2022	40	BRK-B	0.44%	$291.04	$492.27	$19,691	69.14%	12.79%
27/10/2022	35	DE	-0.87%	$401.21	$572.45	$20,036	42.68%	13.01%
27/10/2022	379	FCX	2.75%	$33.03	$57.90	$21,944	75.31%	14.25%
27/10/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	9.10%
27/10/2022	80	SU.PA	0.84%	128.19�	250.95�	20,076�	95.77%	15.01%
27/10/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	11.31%
27/10/2022	257	TXT	0.89%	$74.54	$91.86	$23,608	23.24%	15.33%
27/10/2022	3,226	Liquidez	0.00%	1.00�	1.00�	3,226�	0.00%	2.41%
EUR/USD: 1.15124 GBP/EUR: 1.1600				Valor Cartera:		$154,013	133,780�	100%

# Ratios	Isa	S&P500
Rentabilidad:	33.78%	74.39%
Rent. Anualizada:	8.96%	17.82%
Std (Volatilidad):	14.15	14.37
Sharpe:	0.35	0.96
Beta:	0.44	1.00
Alfa de Jensen:	-0.11	0.00
Drawdown:	15.36	18.46

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