29.28% de rentabilidad, cartera de bolsa Kas05 en Bolsia.com

Login

0 Bolsiacoins $aQNz3y9s1faJzU

# Cartera Kas05 Currency:EURTop 25: 445

Inicio:	29/08/2024		Rent. D�a:	0.57%		Ranking D�a:	93
D�as:	383		Rent. Mes:	0.31%		Ranking Mes:	1722
Last:	2025-07-23		Rent. A�o:	0.00%		Ranking A�o:	298
Visitas:	305		Rent. Total:	29.28%		Ranking Total:	634

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.09%	1.02%	-0.70%	1.04%	3.49%	5.00%	5.22%
2025	8.16%	3.94%	-1.12%	-2.36%	4.24%	-1.70%	5.94%	4.18%	0.29%				23.10%	11.90%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
27/09/2024	66	BABA	-0.24%	$116.16	$155.02	$10,231	33.45%	6.73%
29/08/2024	1,204	BMED.MI	0.75%	10.93�	17.47�	21,034�	59.80%	16.27%
29/08/2024	188	BMW.DE	0.41%	83.20�	84.16�	15,822�	1.15%	12.24%
29/08/2024	585	G.MI	0.64%	24.89�	33.24�	19,445�	33.56%	15.04%
29/08/2024	1,142	IBE.MC	-0.03%	12.74�	15.69�	17,918�	23.11%	13.86%
26/09/2024	32	JPM	0.44%	$211.25	$306.91	$9,821	45.29%	6.46%
29/08/2024	449	RNO.PA	1.43%	40.81�	34.86�	15,652�	-14.57%	12.11%
29/08/2024	64	SAF.PA	0.74%	198.33�	287.70�	18,413�	45.06%	14.25%
29/08/2024	3,923	Liquidez	0.00%	1.00�	1.00�	3,923�	0.00%	3.04%
EUR/USD: 1.17637 GBP/EUR: 1.1600				Valor Cartera:		$152,050	129,253�	100%

# Ratios	Kas05	S&P500
Rentabilidad:	29.25%	17.74%
Rent. Anualizada:	27.62%	16.79%
Std (Volatilidad):	15.73	16.22
Sharpe:	1.50	0.79
Beta:	0.59	1.00
Alfa de Jensen:	1.61	0.00
Drawdown:	14.39	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo