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 # Cartera Ohara       Currency:EURTop 25: 187
Accede a la Cartera Ohara
Ver
Inicio:03/11/2011 Rent. Día:
0.00%
Ranking Día:45
Días: 4975 Rent. Mes:
-1.88%
Ranking Mes:1587
Last:2025-05-23 Rent. Año:
0.00%
Ranking Año:411
Visitas:4311 Rent. Total:
210.33%
Ranking Total:137


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
-0.51%
0.30%
-0.22%
-0.28%
2012
13.79%
8.10%
-6.29%
-11.73%
-3.59%
4.90%
0.07%
8.83%
0.64%
-3.38%
-2.93%
20.97%
27.96%
13.41%
2013
4.83%
-3.29%
-0.85%
-1.94%
9.32%
-8.09%
8.29%
-0.29%
9.05%
4.71%
-0.46%
-2.17%
18.91%
29.60%
2014
1.11%
-0.42%
-0.25%
0.09%
2.60%
0.20%
-0.77%
7.19%
0.56%
-0.50%
1.83%
-0.54%
11.38%
11.39%
2015
2.30%
2.99%
3.44%
-3.02%
0.02%
-3.07%
3.80%
-7.84%
-3.70%
5.67%
3.17%
-6.76%
-4.04%
-0.73%
2016
-1.98%
0.00%
1.64%
2.31%
1.41%
-0.46%
1.48%
-0.92%
-0.42%
1.99%
-0.28%
2.85%
7.78%
9.54%
2017
-0.30%
1.75%
0.69%
-0.62%
0.53%
-1.09%
-0.42%
1.02%
0.42%
0.81%
-0.34%
-0.18%
2.26%
15.21%
2018
0.63%
-0.34%
-0.18%
1.52%
2.27%
0.81%
1.20%
-0.48%
0.38%
-1.88%
1.73%
-4.04%
1.46%
-2.81%
2019
3.28%
0.61%
0.36%
0.19%
-2.21%
0.14%
-0.96%
-0.93%
2.00%
1.31%
2.08%
0.96%
6.92%
28.88%
2020
-0.98%
-3.82%
-5.22%
2.23%
-1.61%
-1.40%
1.99%
1.71%
-1.26%
1.12%
1.77%
0.47%
-5.17%
15.96%
2021
2.15%
1.02%
2.35%
0.74%
1.69%
1.45%
0.47%
0.64%
-0.99%
1.21%
1.99%
0.30%
13.77%
27.22%
2022
0.65%
2.33%
4.23%
-0.33%
-1.22%
-5.14%
2.45%
-2.00%
-2.92%
1.06%
1.46%
-1.41%
-1.21%
-19.79%
2023
1.37%
1.22%
-0.41%
2.77%
-0.09%
2.26%
-1.28%
3.25%
-1.18%
-3.25%
3.30%
-0.34%
7.63%
24.54%
2024
3.05%
2.45%
2.91%
0.25%
2.59%
-0.69%
3.15%
1.80%
4.45%
1.76%
7.45%
-4.03%
27.71%
23.71%
2025
5.96%
-0.75%
-4.12%
0.37%
9.65%
-1.99%
    
    
    
    
    
    
8.76%
1.66%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
21/03/201492BRK-B Berkshire Hathaway Inc-0.57%$125.52$487.36$44,837288.26%12.52%
21/06/202418COST Costco Wholesale Corp-1.25%$918.15$990.71$17,8337.90%4.98%
21/06/2024596ENR.DE Siemens Energy AG-1.84%24.43€84.12€50,136€244.31%16.17%
16/05/20241,000PRX.AS Prosus-2.52%36.66€46.17€46,170€25.95%14.89%
16/05/2024256QCOM Qualcomm-2.51%$186.93$154.71$39,606-17.24%11.05%
16/05/2024197SU.PA SCHNEIDER-0.95%231.47€218.90€43,123€-5.43%13.91%
06/11/2013287THC Tenet Healthcare Corp-0.71%$43.91$164.30$47,154274.13%13.16%
16/05/2024221TXRH Texas Roadhouse Inc-2.33%$169.34$182.30$40,2887.65%11.25%
16/05/20246,413Liquidez   0.00%1.00€1.00€6,413€0.00%2.07%
EUR/USD: 1.15567    GBP/EUR: 1.1800 Valor Cartera: $358,263 310,005€ 100%

 # RatiosOharaS&P500
Rentabilidad:
209.18%
374.75%
Rent. Anualizada:8.41%11.78%
Std (Volatilidad):13.8016.55
Sharpe:0.320.47
Beta:0.341.00
Alfa de Jensen:0.180.00
Drawdown:27.8333.92



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