18.98% de rentabilidad, cartera de bolsa Phoenix en Bolsia.com

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# Cartera Phoenix Currency:EURTop 25: 1494

Inicio:	14/04/2025		Rent. D�a:	0.50%		Ranking D�a:	955
D�as:	292		Rent. Mes:	3.33%		Ranking Mes:	1056
Last:	2025-11-17		Rent. A�o:	0.00%		Ranking A�o:	1055
Visitas:	204		Rent. Total:	18.98%		Ranking Total:	1552

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025				1.03%	3.17%	-0.59%	6.00%	-2.58%	3.26%	3.45%	-0.88%	1.63%	15.15%	26.37%
2026	3.37%												3.37%	1.39%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
15/04/2025	81	CTAS	0.26%	$211.88	$189.62	$15,359	-10.50%	10.80%
15/04/2025	658	ENGI.PA	0.64%	18.27�	25.03�	16,470�	36.99%	13.84%
15/04/2025	799	IBE.MC	0.50%	15.21�	18.99�	15,173�	24.87%	12.75%
15/04/2025	262	III.L	-1.75%	41.48�	33.63�	8,811�	-18.92%	7.40%
15/04/2025	21	MUV2.de	0.82%	587.28�	514.60�	10,807�	-12.38%	9.08%
15/04/2025	105	RTX	0.24%	$129.31	$199.94	$20,994	54.62%	14.76%
15/04/2025	1,855	SAN.MC	1.39%	5.97�	10.77�	19,978�	80.49%	16.79%
14/04/2025	192	XEL	-0.05%	$70.33	$75.95	$14,582	7.99%	10.25%
14/04/2025	5,154	Liquidez	0.00%	1.00�	1.00�	5,154�	0.00%	4.33%
EUR/USD: 1.19481 GBP/EUR: 1.1500				Valor Cartera:		$142,210	119,023�	100%

# Ratios	Phoenix	S&P500
Rentabilidad:	19.02%	28.12%
Rent. Anualizada:	24.23%	36.17%
Std (Volatilidad):	9.10	11.51
Sharpe:	2.22	2.79
Beta:	0.22	1.00
Alfa de Jensen:	1.32	0.00
Drawdown:	4.43	4.3

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