14.39% Return, Morelliure portfolio on Bolsia.com

Login

0 Bolsiacoins $j9KCqypwr2dmre

# Morelliure Portfolio Currency:EURTop 25: 424

Start:	03/01/2025		Day Return:	0.00%		Day Rank:	332
Days:	124		Month Return:	-0.96%		Month Rank:	1580
Last:	2025-05-26		Year Return:	0.00%		Year Rank:	230
Visits:	81		All Time Return:	14.39%		All Time Rank:	822

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			0.02%	5.27%	9.19%	0.47%	-1.34%						13.96%	5.23%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/03/2025	1,960	AGN.AS	0.13%	6.18�	6.17�	12,093�	-0.12%	10.61%
03/03/2025	2,086	BPE.MI	-3.08%	7.17�	7.50�	15,645�	4.59%	13.73%
03/03/2025	304	GLE.PA	-1.24%	39.73�	47.93�	14,571�	20.65%	12.79%
03/03/2025	508	IDR.MC	-2.33%	23.05�	35.96�	18,268�	56.03%	16.03%
03/03/2025	248	III.L	9919.89%	40.24�	40.34�	10,004�	0.24%	8.78%
03/03/2025	2,516	ISP.MI	-0.95%	4.82�	4.84�	12,177�	0.51%	10.69%
03/04/2025	13	NFLX	-3.21%	$988.84	$1296.11	$16,849	31.07%	12.54%
03/03/2025	2,570	SRG.MI	0.08%	4.61�	5.15�	13,236�	11.83%	11.61%
03/03/2025	3,674	Cash	0.00%	1.00�	1.00�	3,674�	0.00%	3.22%
EUR/USD: 1.17930 GBP/EUR: 1.1700				Portfolio Value:		$134,388	113,956�	100%

# Performance	Morelliure	S&P500
Return:	13.96%	5.23%
Annualized Return:	46.44%	16.04%
Std (Volatility):	23.16	22.88
Sharpe:	1.83	0.53
Beta:	0.71	1.00
Jensen Alpha:	3.39	0.00
Drawdown:	15.35	16.09

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo