23.82% Return, Pumalito portfolio on Bolsia.com

Login

0 Bolsiacoins $GuUxwv6TafOiYQ

# Pumalito Portfolio Currency:EURTop 25: 669

Start:	10/20/2024		Day Return:	-0.20%		Day Rank:	1075
Days:	332		Month Return:	-0.58%		Month Rank:	1868
Last:	2025-06-27		Year Return:	0.00%		Year Rank:	491
Visits:	222		All Time Return:	23.82%		All Time Rank:	856

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-2.27%	12.49%	-5.15%	4.27%	0.33%
2025	8.24%	-2.18%	-6.85%	1.86%	8.23%	5.18%	6.65%	-2.08%	-0.81%				18.47%	12.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/22/2024	483	DTE.DE	-0.57%	27.93�	29.84�	14,413�	6.83%	11.67%
10/21/2024	198	ENR.DE	2.77%	36.39�	95.60�	18,929�	162.69%	15.32%
10/23/2024	252	EXPN.L	-0.26%	38.40�	38.11�	9,604�	-0.75%	7.77%
10/21/2024	184	IHG.L	-0.39%	84.03�	87.46�	16,092�	4.08%	13.03%
10/21/2024	291	III.L	-0.47%	34.08�	38.44�	11,186�	12.79%	9.05%
10/21/2024	47	MTX.DE	0.00%	310.21�	359.90�	16,915�	16.02%	13.69%
10/22/2024	74	ORCL	1.27%	$175.05	$241.62	$17,880	38.03%	12.25%
10/22/2024	143	PHM	-1.65%	$128.22	$134.82	$19,279	5.15%	13.21%
10/22/2024	4,951	Cash	0.00%	1.00�	1.00�	4,951�	0.00%	4.01%
EUR/USD: 1.18166 GBP/EUR: 1.1600				Portfolio Value:		$145,977	123,536�	100%

# Performance	Pumalito	S&P500
Return:	23.54%	12.81%
Annualized Return:	26.07%	14.12%
Std (Volatility):	18.41	16.84
Sharpe:	1.20	0.60
Beta:	0.74	1.00
Jensen Alpha:	1.46	0.00
Drawdown:	19.83	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo