18.23% Return, EURS07 portfolio on Bolsia.com

Login

0 Bolsiacoins $XgcYlzkWdcF8in

# EURS07 Portfolio Currency:EURTop 25: 1038

Start:	08/19/2024		Day Return:	0.00%		Day Rank:	733
Days:	490		Month Return:	0.28%		Month Rank:	1600
Last:	2025-12-04		Year Return:	0.00%		Year Rank:	661
Visits:	344		All Time Return:	18.23%		All Time Rank:	1459

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								1.76%	-0.83%	-5.12%	1.37%	-1.78%	-4.66%	5.37%
2025	4.37%	1.62%	0.51%	3.34%	5.03%	-0.63%	0.25%	-0.67%	5.33%	2.16%	0.39%	0.28%	24.02%	15.75%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/14/2025	33	ABBV	1.80%	$215.72	$226.72	$7,482	5.10%	5.40%
08/20/2024	19	ASML.AS	-0.11%	762.58�	891.70�	16,942�	16.93%	14.33%
08/20/2024	761	BA.L	1.11%	�13.36	�17.33	�15,034	29.76%	12.72%
08/20/2024	60	DB1.DE	2.33%	207.68�	219.60�	13,176�	5.74%	11.14%
08/20/2024	409	EWP	0.45%	$34.32	$53.47	$21,869	55.81%	15.80%
08/20/2024	36	OR.PA	-1.44%	385.94�	370.50�	13,338�	-4.00%	11.28%
08/20/2024	655	SSE.L	0.79%	�18.92	�21.73	�16,226	14.87%	13.72%
08/20/2024	58	SU.PA	0.85%	225.31�	236.15�	13,697�	4.81%	11.58%
08/20/2024	4,752	Cash	0.00%	1.00�	1.00�	4,752�	0.00%	4.02%
EUR/USD: 1.17084 GBP/EUR: 1.1400				Portfolio Value:		$138,433	118,234�	100%

# Performance	EURS07	S&P500
Return:	18.23%	21.97%
Annualized Return:	13.26%	15.91%
Std (Volatility):	13.60	15.04
Sharpe:	0.68	0.79
Beta:	0.51	1.00
Jensen Alpha:	0.32	0.00
Drawdown:	11.65	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo