7.95% de rentabilidad, cartera de bolsa SergioR en Bolsia.com

Login

0 Bolsiacoins $WQHxo5OKvEw2uz

# Cartera SergioR Currency:EURTop 25: 479

Accede a la Cartera SergioR

Inicio:	28/02/2018		Rent. D�a:	0.00%		Ranking D�a:	1177
D�as:	2242		Rent. Mes:	0.06%		Ranking Mes:	121
Last:	2023-02-03		Rent. A�o:	0.00%		Ranking A�o:	784
Visitas:	435		Rent. Total:	7.95%		Ranking Total:	1152

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2018		0.01%	-4.16%	2.22%	-0.88%	-0.16%	1.25%	-1.65%	-1.60%	-8.37%	-1.32%	-5.45%	-18.77%	-7.63%
2019	6.39%	1.94%	-1.54%	4.21%	-7.06%	2.67%	1.90%	-1.98%	1.83%	1.02%	4.28%	1.83%	15.86%	28.88%
2020	-2.47%	-4.16%	-8.22%	2.31%	-0.77%	2.18%	1.28%	0.01%	0.01%	0.01%	0.01%	0.01%	-9.82%	16.26%
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%	26.89%
2022	0.01%	0.01%	0.01%	0.01%	0.01%	2.42%	2.63%	0.71%	-1.07%	1.95%	3.35%	-0.94%	9.36%	-19.79%
2023	6.38%	1.21%	-3.23%	1.17%	-1.70%	1.49%	2.47%	3.57%	-0.10%	-0.90%	1.91%	0.25%	12.88%	24.54%
2024	-1.26%	1.01%	3.35%	0.06%									3.14%	5.22%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
23/03/2018	900	CBK.DE	1.87%	11.01�	13.04�	11,736�	18.40%	10.87%
28/03/2018	327	PHIA.AS	-1.15%	30.03�	18.94�	6,193�	-36.94%	5.74%
23/03/2018	335	STM.PA	-1.66%	18.54�	45.41�	15,212�	144.92%	14.09%
23/03/2018	856	TEN.MI	0.53%	13.63�	17.94�	15,357�	31.66%	14.23%
23/03/2018	59,453	Liquidez	0.00%	1.00�	1.00�	59,453�	0.00%	55.07%
EUR/USD: 1.06778 GBP/EUR: 1.1700				Valor Cartera:		$115,268	107,951�	100%

# Ratios	SergioR	S&P500
Rentabilidad:	7.95%	84.59%
Rent. Anualizada:	1.21%	10.16%
Std (Volatilidad):	10.61	19.85
Sharpe:	-0.26	0.31
Beta:	0.23	1.00
Alfa de Jensen:	-0.42	0.00
Drawdown:	25.66	33.92

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo