11.18% Return, AEX11 portfolio on Bolsia.com

Login

0 Bolsiacoins $nEfvPPO1va4mDL

# AEX11 Portfolio Currency:EURTop 25: 593

Start:	08/17/2024		Day Return:	0.00%		Day Rank:	492
Days:	289		Month Return:	0.00%		Month Rank:	498
Last:	2025-04-04		Year Return:	0.00%		Year Rank:	340
Visits:	154		All Time Return:	11.18%		All Time Rank:	936

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								4.22%	0.63%	-3.18%	0.12%	-1.00%	0.65%	5.94%
2025	1.94%	3.61%	-0.76%	1.86%	3.47%	0.01%							10.48%	0.48%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/19/2024	240	ASRNL.AS	0.28%	46.10�	56.36�	13,526�	22.24%	12.17%
08/19/2024	125	DSFIR.AS	-0.04%	113.18�	98.18�	12,273�	-13.25%	11.04%
02/26/2025	65	III.L	0.39%	�40.90	�40.78	�3,154	-0.30%	2.84%
08/19/2024	3,993	KPN.AS	0.43%	3.59�	4.16�	16,611�	15.75%	14.94%
08/19/2024	552	OCI.AS	0.00%	26.43�	25.80�	14,242�	-2.38%	12.81%
08/19/2024	360	PRX.AS	-1.67%	33.21�	44.95�	16,182�	35.36%	14.55%
08/19/2024	586	UMG.AS	-0.11%	22.47�	27.92�	16,361�	24.28%	14.72%
08/19/2024	263	UNA.AS	0.86%	55.44�	56.06�	14,744�	1.11%	13.26%
08/19/2024	4,091	Cash	0.00%	1.00�	1.00�	4,091�	0.00%	3.68%
EUR/USD: 1.13475 GBP/EUR: 1.1900				Portfolio Value:		$126,166	111,184�	100%

# Performance	AEX11	S&P500
Return:	11.18%	6.44%
Annualized Return:	14.27%	8.18%
Std (Volatility):	11.54	17.88
Sharpe:	0.89	0.23
Beta:	0.25	1.00
Jensen Alpha:	0.92	0.00
Drawdown:	8.18	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo