32.99% de rentabilidad, cartera de bolsa Montoro en Bolsia.com

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0 Bolsiacoins $crGerhkU428jHU

# Cartera Montoro Currency:EURTop 25: 406

Inicio:	31/10/2022		Rent. D�a:	0.10%		Ranking D�a:	1557
D�as:	1173		Rent. Mes:	6.28%		Ranking Mes:	399
Last:	2025-10-30		Rent. A�o:	0.00%		Ranking A�o:	398
Visitas:	883		Rent. Total:	32.99%		Ranking Total:	1030

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										0.08%	1.01%	-3.04%	-1.99%	-1.62%
2023	-3.39%	1.48%	-6.46%	0.41%	-0.14%	5.73%	0.77%	0.10%	-3.76%	-2.06%	3.71%	5.29%	0.94%	24.54%
2024	2.83%	5.87%	3.94%	-1.21%	-0.43%	-0.76%	2.80%	2.44%	0.58%	-1.61%	7.87%	-5.09%	17.86%	23.59%
2025	2.82%	0.32%	-5.48%	-4.41%	1.51%	-2.37%	7.50%	-0.41%	2.77%	4.42%	1.48%	-0.36%	7.31%	16.77%
2026	6.37%												6.37%	0.28%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
28/05/2024	51	AMS.MC	-1.61%	63.54�	61.70�	3,147�	-2.90%	2.36%
31/10/2022	36	BRK-B	-0.42%	$296.04	$494.86	$17,815	67.16%	11.51%
31/10/2022	38	CAT	0.38%	$216.85	$638.93	$24,279	194.65%	15.69%
31/10/2022	39	LMT	2.56%	$472.63	$572.60	$22,331	21.15%	14.43%
31/10/2022	53	MCD	-0.44%	$272.90	$308.10	$16,329	12.90%	10.55%
31/10/2022	220	MRK	2.54%	$95.25	$111.01	$24,422	16.54%	15.78%
31/10/2022	211	SCHW	0.73%	$78.34	$101.93	$21,507	30.12%	13.90%
31/10/2022	137	XYL	-0.04%	$102.65	$140.05	$19,187	36.44%	12.40%
31/10/2022	4,501	Liquidez	0.00%	1.00�	1.00�	4,501�	0.00%	3.38%
EUR/USD: 1.16275 GBP/EUR: 1.1500				Valor Cartera:		$154,764	133,101�	100%

# Ratios	Montoro	S&P500
Rentabilidad:	33.10%	77.32%
Rent. Anualizada:	9.30%	19.49%
Std (Volatilidad):	14.20	14.46
Sharpe:	0.37	1.07
Beta:	0.27	1.00
Alfa de Jensen:	0.11	0.00
Drawdown:	18.19	18.46

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