21.55% Return, NUEVARUMASA portfolio on Bolsia.com

Login

3426 Bolsiacoins $sHEvdtFZW2FuFr

# NUEVARUMASA Portfolio Currency:EURTop 25: 1087

Start:	03/01/2025		Day Return:	0.00%		Day Rank:	1413
Days:	296		Month Return:	3.34%		Month Rank:	491
Last:	2025-12-19		Year Return:	0.00%		Year Rank:	806
Visits:	305		All Time Return:	21.55%		All Time Rank:	1312

	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%	7.35%	-2.52%	1.31%	3.34%	21.55%	15.71%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/04/2025	46	AON	-0.84%	$389.58	$350.20	$16,109	-10.11%	11.32%
05/28/2025	255	FRES.L	2.86%	�11.34	�31.38	�9,122	176.67%	7.50%
03/03/2025	278	GLE.PA	0.65%	39.73�	68.16�	18,948�	71.58%	15.59%
03/03/2025	488	IFX.DE	-1.01%	33.58�	35.63�	17,387�	6.11%	14.30%
03/03/2025	496	MT.AS	-1.34%	28.85�	38.19�	18,942�	32.36%	15.58%
03/03/2025	294	PRX.AS	1.57%	42.13�	53.14�	15,623�	26.14%	12.85%
03/03/2025	9	RHM.DE	-4.27%	1159.30�	1547.00�	13,923�	33.44%	11.45%
03/03/2025	93	WKL.AS	-0.99%	149.87�	89.84�	8,355�	-40.06%	6.87%
03/03/2025	5,491	Cash	0.00%	1.00�	1.00�	5,491�	0.00%	4.52%
EUR/USD: 1.17084 GBP/EUR: 1.1400				Portfolio Value:		$142,317	121,551�	100%

# Performance	NUEVARUMASA	S&P500
Return:	21.55%	15.71%
Annualized Return:	27.11%	19.64%
Std (Volatility):	19.83	16.47
Sharpe:	1.17	0.95
Beta:	0.79	1.00
Jensen Alpha:	1.08	0.00
Drawdown:	16.69	16.09

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo