9.45% Return, Josan portfolio on Bolsia.com

Login

0 Bolsiacoins $nrHnVXKK7t6ewb

# Josan Portfolio Currency:EURTop 25: 254

Start:	08/30/2024		Day Return:	0.00%		Day Rank:	1102
Days:	142		Month Return:	6.78%		Month Rank:	80
Last:	2025-01-14		Year Return:	0.00%		Year Rank:	79
Visits:	55		All Time Return:	9.45%		All Time Rank:	1011

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								-0.02%	1.89%	-1.39%	3.96%	-1.84%	2.51%	5.07%
2025	6.78%												6.78%	1.92%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/02/2024	1,704	BKT.MC	0.00%	8.02�	8.20�	13,973�	2.25%	12.77%
09/02/2024	2,495	CABK.MC	0.00%	5.44�	5.54�	13,822�	1.91%	12.63%
08/31/2024	134	CAH	-0.01%	$112.84	$126.27	$16,920	11.90%	15.05%
08/31/2024	344	FCX	0.00%	$44.29	$40.20	$13,829	-9.23%	12.30%
09/02/2024	277	ITX.MC	0.00%	48.63�	49.33�	13,664�	1.45%	12.48%
09/17/2024	68	JPM	0.05%	$217.92	$259.27	$17,630	18.98%	15.68%
09/02/2024	7,997	SAB.MC	0.00%	1.90�	2.10�	16,794�	10.26%	15.34%
09/02/2024	4,099	Cash	0.00%	1.00�	1.00�	4,099�	0.00%	3.74%
EUR/USD: 1.02710 GBP/EUR: 1.1800				Portfolio Value:		$112,421	109,455�	100%

# Performance	Josan	S&P500
Return:	9.45%	7.09%
Annualized Return:	25.94%	19.11%
Std (Volatility):	12.90	12.45
Sharpe:	1.70	1.21
Beta:	0.40	1.00
Jensen Alpha:	1.59	0.00
Drawdown:	5.22	4.31

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo