23.44% Return, Dividendo17 portfolio on Bolsia.com

Login

200 Bolsiacoins $Jc0BLeoDNgBQwn

# Dividendo17 Portfolio Currency:EURTop 25: 1621

Start:	07/13/2024		Day Return:	-0.22%		Day Rank:	2452
Days:	563		Month Return:	1.80%		Month Rank:	1468
Last:	2026-01-19		Year Return:	0.00%		Year Rank:	1463
Visits:	595		All Time Return:	23.44%		All Time Rank:	1366

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024							0.08%	2.05%	2.87%	-3.44%	8.78%	-1.98%	8.17%	4.77%
2025	9.15%	2.16%	-8.10%	1.20%	2.84%	0.04%	5.38%	-0.60%	1.47%	0.54%	-0.29%	-1.39%	12.10%	16.77%
2026	1.51%												1.51%	0.64%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/22/2024	124	AFL	-1.13%	$106.87	$107.07	$13,277	0.19%	9.10%
08/19/2024	270	HALO	-2.90%	$61.04	$69.25	$18,698	13.45%	12.82%
08/27/2024	420	III.L	-3.62%	�31.90	�31.70	�15,311	-0.63%	12.44%
08/15/2024	27	META	1.72%	$533.75	$658.75	$17,786	23.42%	12.20%
08/15/2024	60	RL	1.02%	$162.45	$367.51	$22,051	126.24%	15.12%
08/14/2024	378	RWE.DE	0.93%	30.72�	52.04�	19,671�	69.39%	15.98%
09/02/2024	44	SAP.DE	-1.18%	203.41�	195.58�	8,606�	-3.85%	6.99%
08/27/2024	673	VNA.DE	0.37%	29.19�	24.30�	16,354�	-16.76%	13.29%
08/27/2024	2,535	Cash	0.00%	1.00�	1.00�	2,535�	0.00%	2.06%
EUR/USD: 1.18490 GBP/EUR: 1.1500				Portfolio Value:		$145,840	123,082�	100%

# Performance	Dividendo17	S&P500
Return:	23.08%	23.13%
Annualized Return:	14.39%	14.42%
Std (Volatility):	13.92	15.19
Sharpe:	0.75	0.69
Beta:	0.43	1.00
Jensen Alpha:	0.59	0.00
Drawdown:	16.11	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo