15.21% de rentabilidad, cartera de bolsa UK05 en Bolsia.com

Login

0 Bolsiacoins $5Y4R1NWIUJvlvJ

# Cartera UK05 Currency:EURTop 25: 1369

Inicio:	04/09/2024		Rent. D�a:	0.05%		Ranking D�a:	878
D�as:	422		Rent. Mes:	-0.33%		Ranking Mes:	2093
Last:	2024-09-05		Rent. A�o:	0.00%		Ranking A�o:	1081
Visitas:	357		Rent. Total:	15.21%		Ranking Total:	1529

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									0.01%	-1.83%	0.85%	0.72%	-0.27%	6.61%
2025	7.62%	3.97%	0.54%	1.43%	3.87%	-1.90%	0.91%	-1.63%	0.41%	-0.04%			15.86%	16.68%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
05/09/2024	236	BNP.PA	-0.70%	62.19�	66.19�	15,621�	6.43%	13.52%
05/09/2024	421	CS.PA	0.28%	34.92�	39.26�	16,528�	12.43%	14.30%
05/09/2024	5,333	CTEC.L	0.33%	�2.31	�2.44	�14,810	5.33%	12.82%
05/09/2024	1,230	NG.L	0.61%	�10.20	�11.52	�16,153	12.98%	13.98%
05/09/2024	333	RNO.PA	-2.27%	41.92�	32.99�	10,986�	-21.30%	9.51%
05/09/2024	62	SAF.PA	0.59%	193.33�	305.10�	18,916�	57.82%	16.37%
05/09/2024	3,260	SRG.MI	-0.11%	4.55�	5.37�	17,506�	18.15%	15.15%
05/09/2024	5,032	Liquidez	0.00%	1.00�	1.00�	5,032�	0.00%	4.35%
EUR/USD: 1.15658 GBP/EUR: 1.1400				Valor Cartera:		$133,646	115,553�	100%

# Ratios	UK05	S&P500
Rentabilidad:	15.55%	24.39%
Rent. Anualizada:	13.28%	20.73%
Std (Volatilidad):	15.71	15.70
Sharpe:	0.59	1.07
Beta:	0.50	1.00
Alfa de Jensen:	0.09	0.00
Drawdown:	13.46	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo