11.81% Return, ANAKIS1 portfolio on Bolsia.com

Login

0 Bolsiacoins $MUqoZdIPukxzrt

# ANAKIS1 Portfolio Currency:EURTop 25: 2212

Start:	03/13/2025		Day Return:	-0.10%		Day Rank:	382
Days:	313		Month Return:	2.86%		Month Rank:	1684
Last:	2025-11-13		Year Return:	0.00%		Year Rank:	1684
Visits:	160		All Time Return:	11.81%		All Time Rank:	1982

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			0.27%	-1.08%	4.31%	-2.34%	4.70%	-0.92%	4.55%	0.46%	-1.87%	0.63%	8.71%	22.26%
2026	2.85%												2.85%	1.08%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/14/2025	39	ALV.DE	-0.47%	349.70�	380.30�	14,832�	8.75%	13.26%
03/14/2025	722	BA.L	1.22%	16.07�	20.66�	14,917�	28.53%	13.34%
03/13/2025	1,558	BEZ.L	0.24%	8.79�	8.21�	12,791�	-6.58%	11.44%
03/13/2025	1,226	BKT.MC	0.42%	10.03�	14.27�	17,495�	42.25%	15.65%
03/14/2025	130	GILD	3.01%	$113.48	$124.93	$16,241	10.09%	12.49%
04/11/2025	13	IBM	2.59%	$230.92	$305.72	$3,974	32.39%	3.06%
03/14/2025	91	JNJ	-0.41%	$163.19	$218.68	$19,900	34.00%	15.31%
03/14/2025	4,118	TEF.MC	-0.62%	4.24�	3.36�	13,836�	-20.71%	12.37%
03/14/2025	3,443	Cash	0.00%	1.00�	1.00�	3,443�	0.00%	3.08%
EUR/USD: 1.16282 GBP/EUR: 1.1500				Portfolio Value:		$130,017	111,812�	100%

# Performance	ANAKIS1	S&P500
Return:	11.81%	23.57%
Annualized Return:	13.86%	27.90%
Std (Volatility):	12.50	15.69
Sharpe:	0.79	1.52
Beta:	0.32	1.00
Jensen Alpha:	0.22	0.00
Drawdown:	9.69	13.64

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo