26.93% Return, BikeEUR portfolio on Bolsia.com

Login

0 Bolsiacoins $dvRlvVwOtjgm9K

# BikeEUR Portfolio Currency:EURTop 25: 740

Start:	02/14/2024		Day Return:	0.00%		Day Rank:	2106
Days:	635		Month Return:	-0.45%		Month Rank:	889
Last:	2025-09-26		Year Return:	0.00%		Year Rank:	518
Visits:	588		All Time Return:	26.93%		All Time Rank:	966

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024		0.19%	0.05%	-0.52%	0.87%	-2.44%	3.16%	0.36%	0.52%	-2.36%	2.61%	0.12%	2.46%	18.79%
2025	8.16%	2.59%	-2.93%	-0.35%	3.58%	-1.15%	6.57%	1.01%	5.23%	-0.03%	-0.45%		23.89%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/15/2024	88	AI.PA	0.52%	173.28�	168.72�	14,847�	-2.63%	11.70%
05/31/2024	654	ANTO.L	-3.32%	�20.91	�26.54	�19,614	26.95%	15.45%
04/04/2024	2,244	CABK.MC	0.59%	5.00�	9.17�	20,577�	83.33%	16.21%
05/28/2024	69	JPM	0.25%	$199.26	$314.22	$21,681	57.69%	14.77%
02/14/2024	28	MUV2.de	0.37%	445.95�	537.80�	15,058�	20.60%	11.86%
06/19/2024	321	QIA.DE	0.60%	39.29�	39.71�	12,747�	1.06%	10.04%
03/01/2024	107	VOW3.DE	-1.41%	114.75�	91.00�	9,737�	-20.70%	7.67%
06/21/2024	139	WMT	0.89%	$67.79	$102.62	$14,264	51.39%	9.72%
06/21/2024	3,273	Cash	0.00%	1.00�	1.00�	3,273�	0.00%	2.58%
EUR/USD: 1.15659 GBP/EUR: 1.1300				Portfolio Value:		$146,809	126,932�	100%

# Performance	BikeEUR	S&P500
Return:	26.93%	37.25%
Annualized Return:	14.67%	19.93%
Std (Volatility):	12.73	14.87
Sharpe:	0.84	1.07
Beta:	0.49	1.00
Jensen Alpha:	0.29	0.00
Drawdown:	14.56	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo