17.51% Return, Carteraa1 portfolio on Bolsia.com

Login

0 Bolsiacoins $1Cbs29FglDwsMJ

# Carteraa1 Portfolio Currency:EURTop 25: 116

Start:	10/06/2024		Day Return:	0.00%		Day Rank:	98
Days:	216		Month Return:	3.33%		Month Rank:	563
Last:	2025-05-02		Year Return:	0.00%		Year Rank:	79
Visits:	192		All Time Return:	17.51%		All Time Rank:	479

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-0.14%	2.45%	1.30%	3.63%	2.34%
2025	9.66%	4.61%	-7.80%	3.76%	3.30%								13.36%	-3.61%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
11/18/2024	542	ALO.PA	1.03%	22.55�	21.55�	11,680�	-4.42%	9.94%
10/16/2024	85	AMAT	-0.32%	$186.01	$154.68	$13,148	-16.84%	9.96%
10/18/2024	49	AMGN	-0.41%	$311.70	$280.05	$13,722	-10.15%	10.40%
11/15/2024	420	DTE.DE	0.76%	29.59�	31.96�	13,423�	8.00%	11.43%
11/06/2024	253	ENR.DE	1.02%	43.25�	73.22�	18,525�	69.31%	15.77%
11/07/2024	387	GLE.PA	-0.02%	26.69�	46.36�	17,941�	73.68%	15.27%
11/11/2024	4,234	IAG.MC	0.67%	2.87�	3.29�	13,930�	14.45%	11.86%
11/05/2024	153	WMT	0.59%	$84.03	$99.34	$15,199	18.22%	11.51%
11/05/2024	4,539	Cash	0.00%	1.00�	1.00�	4,539�	0.00%	3.86%
EUR/USD: 1.12360 GBP/EUR: 1.1700				Portfolio Value:		$132,000	117,480�	100%

# Performance	Carteraa1	S&P500
Return:	17.48%	-1.35%
Annualized Return:	31.12%	-2.27%
Std (Volatility):	20.01	18.91
Sharpe:	1.36	-0.33
Beta:	0.63	1.00
Jensen Alpha:	3.11	0.00
Drawdown:	19.61	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo