30.74% Return, EUR08 portfolio on Bolsia.com

Login

0 Bolsiacoins $tCUHB39OADzaut

# EUR08 Portfolio Currency:EURTop 25: 458

Start:	10/25/2022		Day Return:	-0.10%		Day Rank:	1761
Days:	928		Month Return:	2.79%		Month Rank:	859
Last:	2025-03-10		Year Return:	0.00%		Year Rank:	987
Visits:	677		All Time Return:	30.74%		All Time Rank:	321

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										0.10%	0.41%	-3.77%	-3.28%	-0.54%
2023	0.11%	1.81%	-2.35%	-3.83%	-1.80%	6.35%	2.69%	-0.37%	-0.80%	-0.78%	4.50%	2.70%	8.02%	24.54%
2024	1.98%	5.22%	4.33%	1.15%	-0.77%	0.12%	7.30%	1.18%	1.25%	0.76%	5.30%	-2.94%	27.34%	23.59%
2025	3.69%	1.27%	-3.36%	-5.80%	2.69%								-1.83%	-3.61%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/26/2022	2,987	CABK.MC	-0.38%	3.55�	6.86�	20,491�	93.02%	15.69%
10/26/2022	61	CMI	0.82%	$237.09	$302.44	$18,449	27.56%	12.56%
10/26/2022	47	DE	-0.07%	$388.56	$481.47	$22,629	23.91%	15.41%
10/26/2022	69	GD	-0.33%	$255.03	$272.14	$18,778	6.71%	12.79%
10/26/2022	29	INTU	0.08%	$422.78	$632.45	$18,341	49.59%	12.49%
10/26/2022	34	NOC	0.39%	$514.61	$493.33	$16,773	-4.13%	11.42%
03/10/2025	1,494	SAB.MC	0.43%	2.67�	2.54�	3,795�	-5.01%	2.91%
10/26/2022	81	SU.PA	-1.23%	131.95�	213.15�	17,265�	61.54%	13.22%
10/26/2022	4,591	Cash	0.00%	1.00�	1.00�	4,591�	0.00%	3.51%
EUR/USD: 1.12429 GBP/EUR: 1.1700				Portfolio Value:		$146,847	130,613�	100%

# Performance	EUR08	S&P500
Return:	30.61%	47.57%
Annualized Return:	11.05%	16.50%
Std (Volatility):	14.79	15.39
Sharpe:	0.48	0.81
Beta:	0.46	1.00
Jensen Alpha:	0.13	0.00
Drawdown:	15.03	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo