16.84% Return, SH01 portfolio on Bolsia.com

Login

0 Bolsiacoins $QXtRB4rZDpJ1g5

# SH01 Portfolio Currency:EURTop 25: 72

Start:	09/01/2024		Day Return:	0.00%		Day Rank:	373
Days:	251		Month Return:	1.67%		Month Rank:	1510
Last:	2025-03-07		Year Return:	0.00%		Year Rank:	35
Visits:	181		All Time Return:	16.84%		All Time Rank:	489

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									3.66%	-1.66%	-1.22%	-0.53%	0.16%	4.20%
2025	7.48%	3.95%	1.54%	1.13%	1.67%								16.65%	-3.61%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/02/2024	42	ALV.DE	1.38%	281.63�	375.80�	15,784�	33.44%	13.51%
09/03/2024	238	AMS.MC	-0.17%	60.63�	70.34�	16,741�	16.02%	14.33%
09/02/2024	2,450	CABK.MC	-0.38%	5.45�	6.86�	16,807�	25.96%	14.39%
09/05/2024	330	EXPN.L	1.93%	�35.90	�38.66	�14,927	7.68%	12.78%
09/02/2024	959	MB.MI	1.92%	15.33�	18.63�	17,866�	21.55%	15.29%
09/02/2024	1,237	NG.L	-0.47%	�9.96	�10.64	�15,392	6.79%	13.17%
09/02/2024	631	NTGY.MC	0.69%	22.99�	26.16�	16,507�	13.81%	14.13%
09/02/2024	2,812	Cash	0.00%	1.00�	1.00�	2,812�	0.00%	2.41%
EUR/USD: 1.12420 GBP/EUR: 1.1700				Portfolio Value:		$131,346	116,835�	100%

# Performance	SH01	S&P500
Return:	16.84%	0.44%
Annualized Return:	25.28%	0.64%
Std (Volatility):	17.70	18.12
Sharpe:	1.20	-0.19
Beta:	0.59	1.00
Jensen Alpha:	2.33	0.00
Drawdown:	13.93	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo