21.83% de rentabilidad, cartera de bolsa Phoenix en Bolsia.com

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0 Bolsiacoins $n5SOUlh6tWbiWX

# Cartera Phoenix Currency:EURTop 25: 850

Inicio:	14/04/2025		Rent. D�a:	0.30%		Ranking D�a:	1490
D�as:	337		Rent. Mes:	-3.51%		Ranking Mes:	1291
Last:	2026-02-04		Rent. A�o:	0.00%		Ranking A�o:	579
Visitas:	261		Rent. Total:	21.83%		Ranking Total:	1356

	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	3.81%	5.62%	-2.50%										6.91%	-2.27%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
15/04/2025	81	CTAS	0.24%	$211.88	$194.75	$15,775	-8.08%	11.15%
15/04/2025	658	ENGI.PA	0.65%	18.27�	27.82�	18,306�	52.26%	14.87%
15/04/2025	799	IBE.MC	0.43%	15.21�	19.89�	15,892�	30.79%	12.91%
15/04/2025	262	III.L	1.38%	41.48�	30.10�	7,886�	-27.44%	6.41%
15/04/2025	27	MUV2.de	0.48%	573.72�	540.20�	14,585�	-5.84%	11.85%
15/04/2025	105	RTX	1.86%	$129.31	$208.33	$21,875	61.11%	15.46%
15/04/2025	1,686	SAN.MC	0.61%	5.97�	9.59�	16,169�	60.72%	13.13%
14/04/2025	192	XEL	0.28%	$70.33	$82.14	$15,771	16.79%	11.15%
14/04/2025	3,790	Liquidez	0.00%	1.00�	1.00�	3,790�	0.00%	3.08%
EUR/USD: 1.14945 GBP/EUR: 1.1600				Valor Cartera:		$141,500	123,102�	100%

# Ratios	Phoenix	S&P500
Rentabilidad:	23.10%	23.51%
Rent. Anualizada:	25.67%	26.13%
Std (Volatilidad):	10.12	11.61
Sharpe:	2.14	1.91
Beta:	0.27	1.00
Alfa de Jensen:	1.57	0.00
Drawdown:	4.57	4.88

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