42.34% Return, NEW07 portfolio on Bolsia.com

Login

0 Bolsiacoins $7IadK0eqXfHf0N

# NEW07 Portfolio Currency:EURTop 25: 695

Start:	10/05/2022		Day Return:	-0.10%		Day Rank:	1919
Days:	948		Month Return:	2.69%		Month Rank:	938
Last:	2025-03-11		Year Return:	0.00%		Year Rank:	1415
Visits:	920		All Time Return:	42.34%		All Time Rank:	289

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										3.35%	8.55%	-7.85%	3.39%	0.71%
2023	9.33%	-0.71%	-1.90%	-3.03%	0.99%	2.05%	6.18%	-2.00%	-3.00%	-3.84%	5.48%	8.25%	17.95%	24.54%
2024	0.63%	0.69%	5.44%	-0.32%	5.83%	-4.26%	8.32%	0.03%	3.69%	-1.17%	8.33%	-3.77%	24.89%	23.59%
2025	7.41%	-2.43%	-8.09%	-5.51%	2.65%								-6.57%	-3.61%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/06/2022	1,339	ACA.PA	0.33%	8.65�	16.56�	22,174�	91.45%	15.58%
10/06/2022	189	BSX	-0.66%	$77.51	$104.24	$19,701	34.48%	12.32%
10/06/2022	50	DE	-0.07%	$357.63	$481.47	$24,074	34.63%	15.06%
10/06/2022	77	FSLR	-2.59%	$137.87	$127.14	$9,790	-7.78%	6.12%
10/06/2022	42	GS	-1.16%	$307.36	$559.91	$23,516	82.17%	14.71%
10/06/2022	88	MAR	-0.88%	$148.14	$247.18	$21,752	66.86%	13.61%
10/06/2022	291	MAS	-0.82%	$50.15	$61.75	$17,969	23.14%	11.24%
10/06/2022	250	RIO.L	1.63%	�51.15	�45.10	�13,190	-11.84%	9.27%
10/06/2022	2,969	Cash	0.00%	1.00�	1.00�	2,969�	0.00%	2.09%
EUR/USD: 1.12360 GBP/EUR: 1.1700				Portfolio Value:		$159,873	142,286�	100%

# Performance	NEW07	S&P500
Return:	42.29%	49.42%
Annualized Return:	14.53%	16.70%
Std (Volatility):	17.38	15.74
Sharpe:	0.61	0.81
Beta:	0.52	1.00
Jensen Alpha:	0.39	0.00
Drawdown:	22.77	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo