38.23% Return, NovatoGuru portfolio on Bolsia.com

Login

4 Ref. 1 Men.

0 Bolsiacoins $pDpfTGVWF4XNWJ

# NovatoGuru Portfolio Currency:EURTop 25: 318

Start:	10/20/2024		Day Return:	0.62%		Day Rank:	785
Days:	383		Month Return:	-0.33%		Month Rank:	1481
Last:	2025-07-31		Year Return:	0.00%		Year Rank:	196
Visits:	389		All Time Return:	38.23%		All Time Rank:	635

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-3.54%	8.55%	-2.53%	2.06%	0.33%
2025	7.53%	0.66%	-6.61%	-2.06%	11.57%	3.95%	5.67%	-1.71%	8.88%	4.66%	-0.37%		35.39%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/21/2024	839	BA.L	-0.54%	13.31�	18.54�	15,551�	39.30%	11.25%
10/22/2024	77	GE	0.30%	$194.49	$305.10	$23,493	56.87%	14.76%
10/21/2024	90	GOOG	2.41%	$166.00	$284.78	$25,630	71.56%	16.10%
10/23/2024	120	HWM	0.63%	$102.79	$206.37	$24,764	100.77%	15.56%
10/22/2024	122	NVDA	-1.75%	$135.89	$195.17	$23,811	43.62%	14.96%
04/22/2025	462	SAN.MC	-0.68%	6.04�	8.78�	4,056�	45.36%	2.94%
10/21/2024	55	SU.PA	-1.86%	242.33�	239.70�	13,184�	-1.08%	9.54%
10/22/2024	105	TRGP	5.25%	$162.85	$162.68	$17,081	-0.11%	10.73%
10/22/2024	5,764	Cash	0.00%	1.00�	1.00�	5,764�	0.00%	4.17%
EUR/USD: 1.15210 GBP/EUR: 1.1300				Portfolio Value:		$159,198	138,181�	100%

# Performance	NovatoGuru	S&P500
Return:	38.18%	15.92%
Annualized Return:	35.99%	15.08%
Std (Volatility):	23.04	16.06
Sharpe:	1.39	0.69
Beta:	0.71	1.00
Jensen Alpha:	2.41	0.00
Drawdown:	20.85	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo