53.05% Return, Chon portfolio on Bolsia.com

Login

0 Bolsiacoins $voo3LRyCz86o9D

# Chon Portfolio Currency:EURTop 25: 394

Start:	10/20/2024		Day Return:	0.00%		Day Rank:	2000
Days:	526		Month Return:	-15.86%		Month Rank:	2749
Last:	2026-02-26		Year Return:	0.00%		Year Rank:	832
Visits:	475		All Time Return:	53.05%		All Time Rank:	415

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-4.05%	11.36%	-3.33%	3.29%	0.33%
2025	4.90%	2.92%	1.37%	3.48%	7.45%	6.82%	4.07%	2.44%	4.11%	4.17%	-3.26%	2.12%	48.46%	16.77%
2026	8.16%	9.67%	-15.86%										-0.19%	-6.92%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/23/2024	413	CELH	-4.64%	$29.98	$33.91	$14,005	13.11%	7.95%
10/22/2024	161	ENR.DE	-3.86%	36.54�	144.40�	23,248�	295.16%	15.19%
03/06/2025	377	IDR.MC	-4.42%	28.20�	45.06�	16,988�	59.80%	11.10%
10/21/2024	334	III.L	1.04%	�33.72	�23.54	�9,040	-30.19%	5.91%
10/23/2024	40	LMT	-1.84%	$553.42	$615.59	$24,624	11.23%	13.98%
10/21/2024	762	PHIA.AS	-1.01%	27.29�	23.43�	17,854�	-14.15%	11.66%
10/21/2024	1,955	RR.L	-3.61%	5.64�	11.10�	21,691�	96.78%	14.17%
10/22/2024	367	WMB	-0.67%	$53.82	$73.57	$27,000	36.69%	15.32%
10/22/2024	7,221	Cash	0.00%	1.00�	1.00�	7,221�	0.00%	4.72%
EUR/USD: 1.15113 GBP/EUR: 1.1500				Portfolio Value:		$176,185	153,054�	100%

# Performance	Chon	S&P500
Return:	53.05%	9.05%
Annualized Return:	34.43%	6.21%
Std (Volatility):	18.93	14.77
Sharpe:	1.61	0.15
Beta:	0.72	1.00
Jensen Alpha:	2.88	0.00
Drawdown:	16	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo