21.97% de rentabilidad, cartera de bolsa Charles en Bolsia.com

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0 Bolsiacoins $6B9LuE6z3VvprR

# Cartera Charles Currency:EURTop 25: 152

Inicio:	19/09/2022		Rent. D�a:	-0.20%		Ranking D�a:	491
D�as:	585		Rent. Mes:	-1.60%		Ranking Mes:	460
Last:	2024-02-12		Rent. A�o:	0.00%		Ranking A�o:	120
Visitas:	467		Rent. Total:	21.97%		Ranking Total:	542

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022									-6.03%	8.10%	3.89%	-1.41%	4.04%	-1.98%
2023	4.73%	3.34%	-3.78%	-2.16%	-0.90%	1.07%	1.14%	0.85%	0.26%	-3.54%	7.41%	-2.39%	5.55%	24.54%
2024	1.69%	-0.51%	11.58%	-1.60%									11.08%	6.53%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
20/09/2022	72	ANA.MC	-0.56%	198.83�	106.80�	7,690�	-46.28%	6.30%
20/09/2022	1,880	BBVA.MC	0.38%	4.97�	10.59�	19,909�	113.26%	16.32%
20/09/2022	2,347	BKT.MC	0.83%	6.03�	7.33�	17,204�	21.62%	14.10%
20/09/2022	485	FER.MC	-0.41%	25.04�	34.20�	16,587�	36.59%	13.60%
20/09/2022	500	IBE.MC	-0.09%	10.67�	11.52�	5,760�	7.92%	4.72%
20/09/2022	7,225	MAP.MC	-0.53%	1.73�	2.27�	16,401�	31.06%	13.45%
20/09/2022	1,000	REP.MC	-1.70%	12.13�	14.76�	14,760�	21.64%	12.10%
20/09/2022	250	VIS.MC	-0.17%	57.52�	60.40�	15,100�	5.02%	12.38%
20/09/2022	8,564	Liquidez	0.00%	1.00�	1.00�	8,564�	0.00%	7.02%
EUR/USD: 1.07274 GBP/EUR: 1.1700				Valor Cartera:		$130,846	121,974�	100%

# Ratios	Charles	S&P500
Rentabilidad:	21.97%	30.05%
Rent. Anualizada:	13.17%	17.78%
Std (Volatilidad):	13.02	15.42
Sharpe:	0.70	0.89
Beta:	0.39	1.00
Alfa de Jensen:	0.38	0.00
Drawdown:	10.43	9.86

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