13.38% Return, Kas07 portfolio on Bolsia.com

Login

0 Bolsiacoins $XTeB37CJaWqlsF

# Kas07 Portfolio Currency:EURTop 25: 204

Start:	08/29/2024		Day Return:	0.00%		Day Rank:	608
Days:	308		Month Return:	-0.65%		Month Rank:	1310
Last:	2025-07-01		Year Return:	0.00%		Year Rank:	74
Visits:	227		All Time Return:	13.38%		All Time Rank:	871

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								-0.35%	-2.75%	-4.02%	0.85%	-0.17%	-6.37%	5.22%
2025	4.75%	2.94%	4.97%	1.27%	7.40%	-0.99%	-0.65%						21.09%	5.26%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/29/2024	1,625	BKT.MC	0.59%	7.97�	11.15�	18,119�	39.92%	15.98%
08/29/2024	2,259	CPR.MI	1.61%	7.93�	5.80�	13,102�	-26.88%	11.56%
08/29/2024	482	IDR.MC	-1.41%	16.99�	36.34�	17,516�	113.90%	15.45%
08/29/2024	146	PUB.PA	-0.91%	99.89�	91.24�	13,321�	-8.66%	11.75%
08/29/2024	328	REL.L	-0.08%	�35.85	�39.34	�14,968	9.73%	13.20%
08/29/2024	1,839	TRN.MI	0.44%	7.73�	8.76�	16,110�	13.36%	14.21%
08/29/2024	295	TTE.PA	-0.13%	60.50�	52.03�	15,349�	-14.00%	13.54%
08/29/2024	4,900	Cash	0.00%	1.00�	1.00�	4,900�	0.00%	4.32%
EUR/USD: 1.18020 GBP/EUR: 1.1600				Portfolio Value:		$133,816	113,384�	100%

# Performance	Kas07	S&P500
Return:	13.38%	10.75%
Annualized Return:	16.00%	12.82%
Std (Volatility):	16.14	17.36
Sharpe:	0.74	0.51
Beta:	0.49	1.00
Jensen Alpha:	0.77	0.00
Drawdown:	12	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo