21.83% de rentabilidad, cartera de bolsa Phoenix en Bolsia.com

Login

0 Bolsiacoins $n5SOUlh6tWbiWX

# Cartera Phoenix Currency:EURTop 25: 852

Inicio:	14/04/2025		Rent. D�a:	0.54%		Ranking D�a:	1422
D�as:	337		Rent. Mes:	-2.50%		Ranking Mes:	959
Last:	2026-02-04		Rent. A�o:	0.00%		Ranking A�o:	589
Visitas:	262		Rent. Total:	21.83%		Ranking Total:	1358

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025				1.03%	3.17%	-0.59%	6.00%	-2.58%	3.26%	3.45%	-0.88%	1.63%	15.15%	26.37%
2026	3.81%	5.62%	-2.83%										6.55%	-2.27%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
15/04/2025	81	CTAS	-0.66%	$211.88	$193.01	$15,634	-8.90%	11.08%
15/04/2025	658	ENGI.PA	0.72%	18.27�	27.84�	18,319�	52.37%	14.93%
15/04/2025	799	IBE.MC	0.23%	15.21�	19.85�	15,860�	30.53%	12.93%
15/04/2025	262	III.L	0.20%	41.48�	29.75�	7,795�	-28.28%	6.35%
15/04/2025	27	MUV2.de	0.71%	573.72�	541.40�	14,618�	-5.63%	11.91%
15/04/2025	105	RTX	1.44%	$129.31	$207.46	$21,783	60.44%	15.44%
15/04/2025	1,686	SAN.MC	0.03%	5.97�	9.54�	16,084�	59.88%	13.11%
14/04/2025	192	XEL	0.07%	$70.33	$81.97	$15,738	16.55%	11.16%
14/04/2025	3,790	Liquidez	0.00%	1.00�	1.00�	3,790�	0.00%	3.09%
EUR/USD: 1.14985 GBP/EUR: 1.1600				Valor Cartera:		$141,079	122,694�	100%

# Ratios	Phoenix	S&P500
Rentabilidad:	22.69%	23.51%
Rent. Anualizada:	25.21%	26.13%
Std (Volatilidad):	10.10	11.61
Sharpe:	2.10	1.91
Beta:	0.27	1.00
Alfa de Jensen:	1.52	0.00
Drawdown:	4.57	4.88

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo