35.28% Return, Elrey portfolio on Bolsia.com

Login

0 Bolsiacoins $N1YCGF9lrKI1oh

# Elrey Portfolio Currency:EURTop 25: 390

Start:	10/02/2024		Day Return:	-0.04%		Day Rank:	904
Days:	400		Month Return:	-1.17%		Month Rank:	1795
Last:	2025-06-20		Year Return:	0.00%		Year Rank:	238
Visits:	299		All Time Return:	35.28%		All Time Rank:	700

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-2.69%	8.03%	-3.11%	1.86%	3.08%
2025	7.87%	0.13%	-5.91%	-1.12%	11.18%	5.39%	5.67%	-2.56%	7.39%	3.21%	-1.13%		32.86%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/02/2024	170	AKZA.AS	-1.27%	62.99�	56.12�	9,540�	-10.91%	7.05%
10/02/2024	212	AMS.MC	-0.48%	65.18�	65.86�	13,962�	1.04%	10.32%
10/02/2024	104	BABA	-2.03%	$114.61	$164.29	$17,086	43.34%	11.00%
10/02/2024	30	CAT	-4.05%	$394.19	$547.49	$16,425	38.89%	10.57%
10/02/2024	208	ENR.DE	2.05%	33.90�	109.45�	22,766�	222.86%	16.82%
10/02/2024	235	GEHC	-0.23%	$80.71	$74.30	$17,461	-7.94%	11.24%
10/02/2024	2,034	GLEN.L	-1.94%	4.34�	3.50�	7,116�	-19.41%	5.26%
10/02/2024	259	PRX.AS	-0.57%	41.01�	59.72�	15,467�	45.63%	11.43%
10/02/2024	113	VST	-3.82%	$122.67	$185.67	$20,981	51.36%	13.50%
10/02/2024	3,818	Cash	0.00%	1.00�	1.00�	3,818�	0.00%	2.82%
EUR/USD: 1.14827 GBP/EUR: 1.1300				Portfolio Value:		$155,396	135,331�	100%

# Performance	Elrey	S&P500
Return:	35.33%	19.09%
Annualized Return:	31.70%	17.24%
Std (Volatility):	22.89	15.88
Sharpe:	1.21	0.83
Beta:	0.85	1.00
Jensen Alpha:	1.65	0.00
Drawdown:	24.27	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo