-2.25% Return, Lumacahe portfolio on Bolsia.com

Login

0 Bolsiacoins $rs7EhFWXlWsRVo

# Lumacahe Portfolio Currency:EURTop 25: 785

Start:	10/20/2024		Day Return:	0.00%		Day Rank:	1254
Days:	181		Month Return:	-3.81%		Month Rank:	545
Last:	2025-03-20		Year Return:	0.00%		Year Rank:	415
Visits:	79		All Time Return:	-2.25%		All Time Rank:	1117

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-0.07%	1.26%	-2.14%	-0.98%	0.33%
2025	7.58%	2.37%	-6.82%	-3.79%									-1.27%	-9.63%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
11/19/2024	2,231	CABK.MC	-1.84%	5.24�	6.70�	14,948�	27.95%	15.29%
11/06/2024	39	CAT	1.44%	$393.07	$294.33	$11,479	-25.12%	10.33%
11/21/2024	6	COST	2.76%	$951.61	$994.93	$5,970	4.55%	5.37%
12/02/2024	229	ENR.DE	10.53%	53.43�	63.50�	14,542�	18.84%	14.87%
11/22/2024	3,990	IAG.MC	-0.92%	3.04�	2.90�	11,571�	-4.64%	11.84%
11/28/2024	229	ITX.MC	0.45%	53.14�	47.01�	10,765�	-11.53%	11.01%
10/24/2024	38	MSI	0.12%	$475.58	$420.94	$15,996	-11.49%	14.39%
11/20/2024	532	MTS.MC	-0.75%	23.68�	23.87�	12,699�	0.79%	12.99%
11/20/2024	3,817	Cash	0.00%	1.00�	1.00�	3,817�	0.00%	3.90%
EUR/USD: 1.13659 GBP/EUR: 1.1700				Portfolio Value:		$111,120	97,766�	100%

# Performance	Lumacahe	S&P500
Return:	-2.23%	-9.33%
Annualized Return:	-4.43%	-17.83%
Std (Volatility):	21.38	19.17
Sharpe:	-0.39	-1.14
Beta:	0.67	1.00
Jensen Alpha:	0.62	0.00
Drawdown:	19.63	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo