21.04% Return, EuroS01 portfolio on Bolsia.com

Login

0 Bolsiacoins $SBKT14pcyzqlZ3

# EuroS01 Portfolio Currency:EURTop 25: 861

Start:	08/17/2024		Day Return:	0.00%		Day Rank:	192
Days:	396		Month Return:	-0.01%		Month Rank:	1760
Last:	2025-07-22		Year Return:	0.00%		Year Rank:	661
Visits:	270		All Time Return:	21.04%		All Time Rank:	974

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								1.75%	0.53%	-1.38%	3.21%	0.77%	4.92%	6.03%
2025	4.21%	0.95%	-2.46%	-0.48%	4.08%	-2.90%	10.20%	1.44%	-0.01%				15.36%	12.33%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/19/2024	478	DTE.DE	-0.57%	25.27�	29.84�	14,264�	18.09%	11.78%
08/19/2024	86	EC.PA	0.00%	164.19�	180.00�	15,480�	9.63%	12.79%
07/22/2025	182	IDR.MC	0.88%	38.84�	34.20�	6,224�	-11.95%	5.14%
08/19/2024	4,071	KPN.AS	-0.28%	3.59�	4.24�	17,261�	17.97%	14.26%
08/19/2024	325	MBG.DE	-0.70%	58.67�	51.35�	16,689�	-12.48%	13.79%
08/19/2024	239	PRY.MI	0.02%	61.09�	80.82�	19,316�	32.30%	15.96%
08/19/2024	6	RMS.PA	1.48%	2128.41�	2118.00�	12,708�	-0.49%	10.50%
08/19/2024	1,911	TRN.MI	-0.07%	7.70�	8.50�	16,244�	10.41%	13.42%
08/19/2024	2,850	Cash	0.00%	1.00�	1.00�	2,850�	0.00%	2.35%
EUR/USD: 1.18072 GBP/EUR: 1.1600				Portfolio Value:		$142,909	121,035�	100%

# Performance	EuroS01	S&P500
Return:	21.04%	19.11%
Annualized Return:	19.19%	17.44%
Std (Volatility):	15.38	16.12
Sharpe:	0.99	0.83
Beta:	0.41	1.00
Jensen Alpha:	0.97	0.00
Drawdown:	12.87	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo