22.63% de rentabilidad, cartera de bolsa SharpeDE en Bolsia.com

Login

0 Bolsiacoins $vCPpcWJhQJ2R6S

# Cartera SharpeDE Currency:EURTop 25: 73

Inicio:	11/08/2024		Rent. D�a:	0.00%		Ranking D�a:	115
D�as:	272		Rent. Mes:	1.19%		Ranking Mes:	1624
Last:	2025-04-04		Rent. A�o:	0.00%		Ranking A�o:	51
Visitas:	206		Rent. Total:	22.63%		Ranking Total:	368

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								7.01%	0.18%	-2.98%	2.62%	-0.50%	6.20%	10.11%
2025	6.76%	4.65%	1.47%	0.65%	1.19%								15.47%	-3.61%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
12/08/2024	55	ALV.DE	1.38%	255.99�	375.80�	20,669�	46.80%	16.85%
12/08/2024	182	BMW.DE	0.27%	79.45�	75.26�	13,697�	-5.27%	11.17%
12/08/2024	67	DB1.DE	1.24%	184.71�	293.00�	19,631�	58.63%	16.01%
12/08/2024	536	DTE.DE	0.76%	24.62�	31.96�	17,131�	29.82%	13.97%
12/08/2024	248	MBG.DE	1.01%	57.88�	53.82�	13,347�	-7.01%	10.88%
12/08/2024	32	MUV2.de	2.73%	440.30�	595.00�	19,040�	35.13%	15.53%
12/08/2024	457	RWE.DE	0.36%	32.06�	33.29�	15,214�	3.85%	12.41%
12/08/2024	3,900	Liquidez	0.00%	1.00�	1.00�	3,900�	0.00%	3.18%
EUR/USD: 1.12561 GBP/EUR: 1.1700				Valor Cartera:		$138,032	122,629�	100%

# Ratios	SharpeDE	S&P500
Rentabilidad:	22.63%	6.13%
Rent. Anualizada:	31.36%	8.28%
Std (Volatilidad):	16.05	17.80
Sharpe:	1.70	0.24
Beta:	0.43	1.00
Alfa de Jensen:	2.55	0.00
Drawdown:	12.09	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo