24.63% Return, Kalevala portfolio on Bolsia.com

Login

0 Bolsiacoins $hq6KcOegkYAfD9

# Kalevala Portfolio Currency:EURTop 25: 460

Start:	04/05/2025		Day Return:	-0.10%		Day Rank:	669
Days:	165		Month Return:	3.22%		Month Rank:	810
Last:	2025-08-11		Year Return:	0.00%		Year Rank:	264
Visits:	181		All Time Return:	24.63%		All Time Rank:	823

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025				11.33%	6.78%	-2.01%	3.47%	0.18%	3.20%				24.60%	28.92%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
04/07/2025	1,527	BKT.MC	1.26%	8.75�	13.26�	20,248�	51.50%	16.25%
04/07/2025	2,163	CABK.MC	1.51%	6.06�	8.88�	19,207�	46.42%	15.41%
04/08/2025	201	HDB	-0.06%	$64.04	$70.60	$14,191	10.24%	9.64%
04/07/2025	190	PUB.PA	-0.63%	77.06�	82.84�	15,740�	7.50%	12.63%
04/08/2025	31	RACE	0.20%	$399.47	$478.93	$14,847	19.89%	10.09%
04/07/2025	2,168	SAN.MC	1.17%	5.24�	8.59�	18,623�	64.05%	14.95%
04/07/2025	223	TTE.PA	0.88%	50.70�	52.55�	11,719�	3.65%	9.40%
04/08/2025	390	ZAL.DE	2.62%	29.98�	25.84�	10,078�	-13.80%	8.09%
04/08/2025	4,412	Cash	0.00%	1.00�	1.00�	4,412�	0.00%	3.54%
EUR/USD: 1.18141 GBP/EUR: 1.1600				Portfolio Value:		$147,210	124,605�	100%

# Performance	Kalevala	S&P500
Return:	24.61%	28.92%
Annualized Return:	62.20%	74.80%
Std (Volatility):	16.19	15.88
Sharpe:	3.59	4.46
Beta:	0.58	1.00
Jensen Alpha:	1.71	0.00
Drawdown:	4.85	4.13

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo