24.09% Return, Nikomedes portfolio on Bolsia.com

Login

0 Bolsiacoins $fqVLhlVpfCj6St

# Nikomedes Portfolio Currency:EURTop 25: 19

Start:	07/26/2018		Day Return:	0.00%		Day Rank:	2629
Days:	1894		Month Return:	1.67%		Month Rank:	21
Last:	2023-01-27		Year Return:	0.00%		Year Rank:	127
Visits:	911		All Time Return:	24.09%		All Time Rank:	1304

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2018							0.27%	-3.87%	-0.60%	-5.29%	1.81%	-6.50%	-13.62%	-11.76%
2019	6.37%	1.37%	-0.90%	2.71%	-4.86%	2.79%	0.09%	-3.54%	4.37%	1.34%	1.33%	3.71%	15.18%	28.87%
2020	-2.75%	-6.73%	-14.30%	4.43%	-1.24%	-0.09%	0.10%	-0.11%	-0.92%	0.10%	0.95%	-0.10%	-19.89%	16.27%
2021	0.61%	1.36%	1.15%	-0.26%	0.09%	0.79%	-0.98%	0.26%	1.39%	1.17%	-0.46%	-0.15%	5.05%	27.27%
2022	1.84%	0.17%	0.66%	0.54%	0.81%	10.07%	2.44%	-1.03%	-3.98%	7.45%	4.39%	-2.17%	22.40%	-20.03%
2023	8.89%	2.54%	-1.04%	-0.65%	-2.01%	2.51%	2.34%	5.52%	1.67%	0.01%			21.09%	12.70%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
07/26/2018	100	BAC	-0.65%	$31.14	$27.38	$2,738	-12.06%	2.09%
07/29/2018	50	BAYN.DE	0.28%	94.13�	45.51�	2,276�	-51.65%	1.83%
07/26/2018	200	HSBA.L	0.00%	�7.29	�6.45	�1,484	-11.51%	1.20%
08/29/2018	500	IDR.MC	-0.15%	10.80�	13.74�	6,870�	27.17%	5.54%
07/27/2018	485	ITX.MC	-0.93%	27.98�	35.26�	17,101�	26.02%	13.78%
07/26/2018	900	REP.MC	-0.89%	16.02�	15.60�	14,040�	-2.62%	11.31%
07/26/2018	3,000	SAN.MC	-0.63%	4.75�	3.63�	10,890�	-23.66%	8.78%
08/29/2018	405	STM.PA	-1.66%	17.02�	45.41�	18,391�	166.79%	14.82%
07/26/2018	100	XOM	-1.58%	$83.74	$117.58	$11,758	40.40%	8.96%
07/26/2018	39,327	Cash	0.00%	1.00�	1.00�	39,327�	0.00%	31.69%
EUR/USD: 1.05728 GBP/EUR: 1.1500				Portfolio Value:		$131,197	124,089�	100%

# Performance	Nikomedes	S&P500
Return:	24.09%	51.64%
Annualized Return:	4.03%	7.91%
Std (Volatility):	14.25	20.97
Sharpe:	0.00	0.19
Beta:	0.30	1.00
Jensen Alpha:	-0.11	0.00
Drawdown:	31.13	33.92

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo