15.98% de rentabilidad, cartera de bolsa H11 en Bolsia.com

Login

0 Bolsiacoins $0O02TXp7PSwNWr

# Cartera H11 Currency:EURTop 25: 1445

Inicio:	01/09/2024		Rent. D�a:	1.69%		Ranking D�a:	1133
D�as:	569		Rent. Mes:	-12.28%		Ranking Mes:	2672
Last:	2026-02-26		Rent. A�o:	0.00%		Ranking A�o:	1749
Visitas:	551		Rent. Total:	15.98%		Ranking Total:	1434

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									5.12%	-1.32%	4.20%	-0.77%	7.25%	4.20%
2025	6.67%	-2.56%	-6.97%	1.82%	9.74%	0.15%	5.95%	-3.77%	-5.02%	4.56%	2.41%	0.77%	13.08%	16.77%
2026	4.48%	4.34%	-8.23%										0.04%	-3.84%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
02/09/2024	278	DSFIR.AS	1.07%	89.81�	58.74�	16,330�	-34.60%	13.46%
02/09/2024	418	DTG.DE	3.11%	34.14�	41.14�	17,197�	20.51%	14.17%
02/09/2024	119	ENR.DE	7.53%	26.20�	151.35�	18,011�	477.68%	14.84%
02/09/2024	3,640	HLN.L	-1.81%	�3.78	�3.69	�15,576	-2.53%	12.84%
02/09/2024	412	P911.DE	4.27%	58.85�	37.86�	15,598�	-35.66%	12.86%
02/09/2024	438	QIA.DE	-1.16%	40.59�	34.40�	15,067�	-15.25%	12.42%
02/09/2024	201	URW.PA	2.43%	73.44�	96.26�	19,348�	31.07%	15.95%
02/09/2024	4,199	Liquidez	0.00%	1.00�	1.00�	4,199�	0.00%	3.46%
EUR/USD: 1.16234 GBP/EUR: 1.1600				Valor Cartera:		$141,022	121,326�	100%

# Ratios	H11	S&P500
Rentabilidad:	21.33%	17.01%
Rent. Anualizada:	13.35%	10.72%
Std (Volatilidad):	16.61	14.54
Sharpe:	0.56	0.46
Beta:	0.61	1.00
Alfa de Jensen:	0.53	0.00
Drawdown:	18.99	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo