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  BolsiaCoins 0 Bolsiacoins  $PA4f2znlEEDI9x
 # Cartera Sergio_h       Currency:EURTop 25: 733
Accede a la Cartera Sergio_h
Ver
Inicio:09/03/2013 Rent. Día:
-0.80%
Ranking Día:2298
Días: 4764 Rent. Mes:
-7.66%
Ranking Mes:1997
Last:2026-03-21 Rent. Año:
0.00%
Ranking Año:1093
Visitas:5769 Rent. Total:
370.87%
Ranking Total:56


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
-2.67%
2.00%
-0.86%
-2.26%
3.19%
-2.23%
3.21%
8.34%
3.99%
1.47%
14.52%
19.16%
2014
1.72%
2.37%
0.85%
-0.59%
3.58%
1.03%
-1.78%
4.39%
5.51%
1.78%
3.31%
1.73%
26.41%
11.39%
2015
5.59%
5.33%
3.37%
-5.49%
1.25%
-2.94%
7.46%
-5.64%
1.73%
9.35%
3.79%
-1.88%
22.64%
-0.73%
2016
-2.30%
0.34%
-1.22%
3.97%
4.25%
3.66%
1.85%
-1.37%
0.11%
1.31%
6.02%
-0.78%
16.59%
9.54%
2017
0.20%
6.30%
-0.20%
-0.11%
0.40%
-1.35%
0.96%
1.29%
1.59%
3.46%
1.69%
-0.40%
14.50%
15.21%
2018
5.74%
1.74%
-2.97%
0.49%
3.12%
-1.85%
5.53%
2.25%
2.29%
-7.88%
1.62%
-9.13%
-0.32%
-2.81%
2019
9.24%
4.03%
0.36%
2.88%
-0.13%
2.37%
1.92%
-0.29%
2.01%
-1.34%
3.00%
-1.02%
25.10%
28.87%
2020
4.32%
-6.59%
-6.85%
6.37%
-0.37%
-0.30%
1.07%
1.51%
-1.22%
-0.99%
-1.36%
-0.61%
-5.65%
15.97%
2021
1.14%
-1.74%
4.06%
0.07%
-1.37%
2.68%
2.50%
-2.55%
0.63%
-1.12%
2.96%
-0.18%
7.08%
27.48%
2022
-0.61%
1.09%
5.94%
-1.26%
-2.81%
-1.97%
1.70%
3.25%
-2.87%
3.49%
-1.85%
-2.05%
1.61%
-19.96%
2023
-0.17%
-0.31%
0.22%
-0.15%
1.68%
1.57%
0.10%
3.96%
-2.19%
1.32%
1.12%
0.74%
8.05%
24.54%
2024
-0.07%
2.19%
0.73%
-1.10%
0.13%
1.23%
3.52%
-1.18%
0.72%
-4.11%
6.08%
-0.45%
7.58%
23.59%
2025
5.75%
2.76%
-3.49%
-3.84%
9.72%
-0.11%
5.39%
1.67%
3.17%
6.26%
0.24%
2.67%
33.61%
16.77%
2026
7.00%
1.14%
-7.79%
    
    
    
    
    
    
    
    
    
-0.21%
-4.25%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
06/06/2022345AMZN Amazon.com-1.38%$144.99$207.28$71,51242.96%13.09%
18/06/20243,642BBVA.MC BBVA-1.00%9.33€18.25€66,467€95.54%14.14%
21/06/20242,982HPE Hewlett Packard Enterprise7.08%$19.76$23.90$71,27020.92%13.05%
13/06/20241,272IDR.MC Indra-4.19%20.44€46.56€59,224€127.75%12.59%
11/03/2013361JNJ Johnson & Johnson-0.11%$115.12$235.27$84,932104.36%15.55%
28/08/2013126LMT Lockheed Martin Corp-0.98%$192.51$610.24$76,890217.00%14.08%
28/06/2024138MCO Moody`s Corp-2.84%$428.77$428.55$59,140-0.05%10.83%
20/06/2024146WING Wingstop Inc.-6.10%$323.71$172.01$25,113-46.86%4.60%
20/06/20249,780Liquidez   0.00%1.00€1.00€9,780€0.00%2.08%
EUR/USD: 1.16163    GBP/EUR: 1.1600 Valor Cartera: $546,224 470,222€ 100%

 # RatiosSergio_hS&P500
Rentabilidad:
370.20%
324.13%
Rent. Anualizada:12.37%11.50%
Std (Volatilidad):12.1316.62
Sharpe:0.690.45
Beta:0.341.00
Alfa de Jensen:0.580.00
Drawdown:20.7233.92



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