5.21% Return, Juanitatxu portfolio on Bolsia.com

Login

0 Bolsiacoins $xNWFEX6ZAu6O8F

# Juanitatxu Portfolio Currency:EURTop 25: 1075

Start:	03/13/2025		Day Return:	-0.64%		Day Rank:	1118
Days:	93		Month Return:	-2.05%		Month Rank:	1709
Last:	2025-04-11		Year Return:	0.00%		Year Rank:	692
Visits:	48		All Time Return:	5.21%		All Time Rank:	1331

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			1.22%	0.40%	5.69%	-1.99%							5.27%	6.53%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/14/2025	312	AD.AS	-0.03%	33.90�	35.85�	11,185�	5.75%	10.63%
03/14/2025	3	AZO	-0.74%	$3547.92	$3656.26	$10,969	3.05%	9.03%
03/13/2025	822	BBVA.MC	-2.42%	12.80�	12.90�	10,604�	0.82%	10.07%
03/13/2025	40	DB1.DE	-1.62%	263.71�	267.60�	10,704�	1.47%	10.17%
03/14/2025	346	FRE.DE	-0.41%	38.81�	44.06�	15,245�	13.53%	14.48%
03/13/2025	101	GILD	-1.76%	$113.93	$110.08	$11,118	-3.38%	9.15%
03/14/2025	420	IDR.MC	1.23%	25.73�	36.14�	15,179�	40.46%	14.42%
03/13/2025	178	KR	0.65%	$66.50	$65.48	$11,655	-1.53%	9.59%
03/14/2025	3,970	SAB.MC	-2.18%	2.70�	2.78�	11,037�	2.84%	10.48%
03/14/2025	2,077	Cash	0.00%	1.00�	1.00�	2,077�	0.00%	1.97%
EUR/USD: 1.15391 GBP/EUR: 1.1800				Portfolio Value:		$121,474	105,272�	100%

# Performance	Juanitatxu	S&P500
Return:	5.27%	6.53%
Annualized Return:	22.08%	27.86%
Std (Volatility):	18.64	24.91
Sharpe:	0.97	0.96
Beta:	0.38	1.00
Jensen Alpha:	0.90	0.00
Drawdown:	9.37	13.64

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo