34.84% de rentabilidad, cartera de bolsa Espet en Bolsia.com

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# Cartera Espet Currency:EURTop 25: 183

Inicio:	12/09/2016		Rent. D�a:	0.00%		Ranking D�a:	892
D�as:	2776		Rent. Mes:	-1.88%		Ranking Mes:	908
Last:	2024-03-22		Rent. A�o:	0.00%		Ranking A�o:	341
Visitas:	1007		Rent. Total:	34.84%		Ranking Total:	820

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2016									-0.37%	6.07%	-3.33%	6.52%	8.82%	3.70%
2017	0.01%	-0.03%	8.98%	3.33%	0.11%	-0.93%	1.35%	-0.19%	-0.38%	0.70%	-0.75%	-0.82%	11.54%	15.21%
2018	4.05%	-3.07%	-4.22%	0.98%	-1.92%	1.50%	1.75%	-4.05%	-0.09%	-1.93%	0.74%	-3.75%	-9.94%	-2.81%
2019	4.25%	-0.92%	-1.55%	1.80%	-1.23%	-0.73%	-2.66%	-1.18%	3.78%	1.16%	1.45%	1.15%	5.17%	28.88%
2020	-0.91%	-4.42%	-12.79%	2.30%	0.51%	1.98%	0.34%	0.01%	0.01%	0.01%	0.01%	0.01%	-13.05%	16.29%
2021	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.01%	0.12%	27.12%
2022	0.01%	0.01%	0.01%	0.01%	0.01%	11.18%	-3.04%	0.82%	0.43%	3.07%	2.38%	-0.79%	14.34%	-19.96%
2023	5.53%	1.98%	-3.78%	0.18%	0.52%	1.57%	0.92%	0.33%	0.37%	-1.05%	5.83%	-2.19%	10.25%	24.54%
2024	2.37%	0.37%	6.14%	-1.88%									7.00%	5.22%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
12/09/2016	70	AMS.MC	0.36%	43.34�	56.28�	3,940�	29.85%	2.92%
12/09/2016	1,977	BBVA.MC	2.59%	5.46�	10.22�	20,205�	87.11%	14.98%
12/09/2016	1,360	BKT.MC	1.56%	6.55�	6.91�	9,398�	5.47%	6.97%
12/09/2016	3,615	CABK.MC	1.47%	2.47�	4.69�	16,954�	89.58%	12.57%
12/09/2016	342	ENG.MC	0.52%	26.57�	13.50�	4,617�	-49.18%	3.42%
12/09/2016	495	FER.MC	-0.18%	18.24�	33.54�	16,602�	83.85%	12.31%
12/09/2016	63,122	Liquidez	0.00%	1.00�	1.00�	63,122�	0.00%	46.81%
EUR/USD: 1.06720 GBP/EUR: 1.1700				Valor Cartera:		$143,899	134,838�	100%

# Ratios	Espet	S&P500
Rentabilidad:	34.70%	132.02%
Rent. Anualizada:	3.84%	11.22%
Std (Volatilidad):	10.72	18.37
Sharpe:	-0.01	0.39
Beta:	0.20	1.00
Alfa de Jensen:	-0.16	0.00
Drawdown:	27.77	33.92

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