32.63% Return, JoeRicher portfolio on Bolsia.com

Login

0 Bolsiacoins $rwxsGRwTUYajEM

# JoeRicher Portfolio Currency:EURTop 25: 444

Start:	10/18/2024		Day Return:	0.00%		Day Rank:	1600
Days:	434		Month Return:	0.22%		Month Rank:	1789
Last:	2025-08-11		Year Return:	0.00%		Year Rank:	226
Visits:	470		All Time Return:	32.63%		All Time Rank:	887

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024										-0.49%	0.47%	-4.57%	-4.59%	0.73%
2025	3.46%	8.01%	-2.69%	-3.33%	5.22%	1.53%	2.79%	3.31%	5.12%	4.96%	5.41%	0.22%	39.01%	17.88%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/18/2024	1,093	BBVA.MC	-0.10%	9.36�	19.75�	21,587�	110.92%	16.28%
11/25/2024	317	CNX	-1.99%	$39.74	$37.01	$11,732	-6.86%	7.51%
11/14/2024	286	CVS	1.33%	$57.00	$79.11	$22,625	38.80%	14.48%
10/22/2024	1,000	IBE.MC	0.33%	13.85�	18.29�	18,290�	32.10%	13.79%
11/22/2024	503	MT.AS	0.42%	23.99�	38.42�	19,325�	60.17%	14.57%
10/22/2024	1,251	REP.MC	0.10%	11.91�	15.80�	19,766�	32.65%	14.90%
12/09/2024	46	SHAK	0.08%	$136.22	$85.11	$3,915	-37.52%	2.51%
11/26/2024	169	WMT	0.64%	$93.55	$111.57	$18,855	19.27%	12.07%
11/26/2024	5,162	Cash	0.00%	1.00�	1.00�	5,162�	0.00%	3.89%
EUR/USD: 1.17788 GBP/EUR: 1.1500				Portfolio Value:		$156,223	132,631�	100%

# Performance	JoeRicher	S&P500
Return:	32.63%	18.74%
Annualized Return:	26.74%	15.50%
Std (Volatility):	13.22	15.36
Sharpe:	1.72	0.75
Beta:	0.41	1.00
Jensen Alpha:	1.80	0.00
Drawdown:	12.88	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo