16.54% Return, NUEVARUMASA portfolio on Bolsia.com

Login

3426 Bolsiacoins $sHEvdtFZW2FuFr

# NUEVARUMASA Portfolio Currency:EURTop 25: 928

Start:	03/01/2025		Day Return:	0.00%		Day Rank:	1282
Days:	200		Month Return:	5.05%		Month Rank:	391
Last:	2025-08-05		Year Return:	0.00%		Year Rank:	613
Visits:	173		All Time Return:	16.54%		All Time Rank:	1214

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			-1.86%	1.35%	10.04%	-0.13%	2.86%	-1.34%	5.05%				16.55%	12.40%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/04/2025	34	AON	-2.19%	$409.80	$363.81	$12,370	-11.22%	9.02%
05/28/2025	255	FRES.L	1.86%	�11.34	�21.95	�6,493	93.53%	5.57%
03/03/2025	313	GLE.PA	2.79%	39.73�	58.96�	18,454�	48.42%	15.83%
03/03/2025	488	IFX.DE	2.82%	33.58�	32.62�	15,919�	-2.85%	13.66%
03/03/2025	496	MT.AS	-0.03%	28.85�	29.59�	14,677�	2.55%	12.59%
03/03/2025	323	PRX.AS	1.85%	42.13�	55.45�	17,910�	31.62%	15.37%
03/03/2025	9	RHM.DE	2.82%	1159.30�	1946.00�	17,514�	67.86%	15.03%
03/03/2025	93	WKL.AS	-1.51%	149.87�	110.65�	10,290�	-26.17%	8.83%
03/03/2025	4,774	Cash	0.00%	1.00�	1.00�	4,774�	0.00%	4.10%
EUR/USD: 1.17604 GBP/EUR: 1.1600				Portfolio Value:		$137,067	116,549�	100%

# Performance	NUEVARUMASA	S&P500
Return:	16.55%	12.40%
Annualized Return:	32.06%	23.65%
Std (Volatility):	22.02	19.07
Sharpe:	1.27	1.03
Beta:	0.80	1.00
Jensen Alpha:	1.23	0.00
Drawdown:	16.69	16.09

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo