7.04% Return, Kas09 portfolio on Bolsia.com

Login

0 Bolsiacoins $z9E1MoCMI7W52D

# Kas09 Portfolio Currency:EURTop 25: 200

Start:	08/29/2024		Day Return:	-0.31%		Day Rank:	905
Days:	243		Month Return:	1.73%		Month Rank:	266
Last:	2025-02-13		Year Return:	0.00%		Year Rank:	93
Visits:	136		All Time Return:	7.04%		All Time Rank:	702

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.06%	2.73%	-3.97%	0.20%	-0.88%	-1.96%	5.22%
2025	3.72%	1.15%	2.30%	1.65%									9.10%	-6.63%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/29/2024	64	DB1.DE	-2.33%	201.93�	276.30�	17,683�	36.83%	16.53%
08/29/2024	120	DG.PA	0.50%	107.72�	121.35�	14,562�	12.65%	13.61%
08/29/2024	134	DIA.MI	0.08%	105.67�	99.20�	13,293�	-6.12%	12.43%
08/29/2024	2,140	ENEL.MI	0.11%	6.85�	7.54�	16,136�	10.11%	15.09%
08/29/2024	1,141	EOAN.DE	0.03%	12.77�	15.03�	17,149�	17.66%	16.03%
08/29/2024	864	FBK.MI	-0.11%	15.29�	17.40�	15,034�	13.82%	14.06%
08/29/2024	3,061	GLEN.L	-1.10%	�4.01	�2.65	�9,581	-33.77%	8.96%
08/29/2024	3,521	Cash	0.00%	1.00�	1.00�	3,521�	0.00%	3.29%
EUR/USD: 1.14161 GBP/EUR: 1.1800				Portfolio Value:		$122,105	106,958�	100%

# Performance	Kas09	S&P500
Return:	6.96%	-1.76%
Annualized Return:	10.59%	-2.62%
Std (Volatility):	14.82	18.04
Sharpe:	0.44	-0.37
Beta:	0.48	1.00
Jensen Alpha:	0.98	0.00
Drawdown:	10.05	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo