17.17% Return, DANI portfolio on Bolsia.com

Login

0 Bolsiacoins $nYMdd2KUkrIbjY

# DANI Portfolio Currency:EURTop 25: 886

Start:	03/23/2025		Day Return:	-0.10%		Day Rank:	1360
Days:	178		Month Return:	3.92%		Month Rank:	630
Last:	2025-07-22		Year Return:	0.00%		Year Rank:	570
Visits:	84		All Time Return:	17.17%		All Time Rank:	1175

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			-2.45%	-0.23%	7.11%	1.58%	6.82%	-0.32%	3.92%				17.17%	17.11%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/24/2025	220	ACS.MC	1.31%	54.01�	69.60�	15,312�	28.86%	13.07%
03/24/2025	1,951	AGN.AS	1.42%	6.19�	6.73�	13,130�	8.77%	11.21%
03/24/2025	1,628	CABK.MC	1.51%	7.31�	8.88�	14,457�	21.50%	12.34%
03/24/2025	175	ENR.DE	2.77%	60.79�	95.60�	16,730�	57.26%	14.28%
03/24/2025	650	INGA.AS	1.44%	18.54�	21.92�	14,248�	18.22%	12.16%
03/24/2025	29	LMT	0.41%	$429.48	$473.16	$13,722	10.17%	9.94%
03/24/2025	657	PHIA.AS	-0.17%	23.08�	23.98�	15,755�	3.89%	13.45%
03/24/2025	271	WMB	-0.70%	$60.58	$58.42	$15,832	-3.57%	11.47%
03/24/2025	2,446	Cash	0.00%	1.00�	1.00�	2,446�	0.00%	2.09%
EUR/USD: 1.17763 GBP/EUR: 1.1600				Portfolio Value:		$137,987	117,173�	100%

# Performance	DANI	S&P500
Return:	17.17%	17.11%
Annualized Return:	38.15%	38.01%
Std (Volatility):	20.22	18.83
Sharpe:	1.69	1.81
Beta:	0.75	1.00
Jensen Alpha:	0.86	0.00
Drawdown:	14.76	13.64

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo