47.93% Return, Carlosm portfolio on Bolsia.com

Login

0 Bolsiacoins $HC2uypLgWS9yWV

# Carlosm Portfolio Currency:EURTop 25: 121

Start:	09/02/2024		Day Return:	0.00%		Day Rank:	1026
Days:	434		Month Return:	-0.85%		Month Rank:	1152
Last:	2025-07-23		Year Return:	0.00%		Year Rank:	73
Visits:	343		All Time Return:	47.93%		All Time Rank:	429

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									2.26%	-1.28%	-1.15%	2.89%	2.68%	4.20%
2025	6.36%	3.64%	-1.63%	-3.27%	9.60%	-0.04%	12.22%	0.78%	7.87%	3.64%	-0.85%		44.08%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/03/2024	13	ASML.AS	-0.92%	810.86�	917.90�	11,933�	13.20%	8.07%
09/03/2024	1,109	BBVA.MC	1.71%	9.36�	17.59�	19,507�	87.90%	13.19%
09/04/2024	1,317	BKT.MC	-0.27%	7.93�	13.10�	17,253�	65.21%	11.66%
09/03/2024	170	BNP.PA	-0.18%	61.68�	65.91�	11,205�	6.85%	7.57%
09/05/2024	1,949	CABK.MC	0.59%	5.38�	9.17�	17,872�	70.56%	12.08%
09/05/2024	71	GOOG	-1.98%	$157.99	$279.63	$19,854	77.00%	11.60%
09/03/2024	830	INGA.AS	0.43%	16.38�	22.00�	18,260�	34.27%	12.34%
09/04/2024	217	ITX.MC	-0.59%	47.89�	47.21�	10,245�	-1.41%	6.93%
09/05/2024	123	NVDA	0.04%	$120.40	$188.23	$23,152	56.34%	13.53%
09/05/2024	4,477	Cash	0.00%	1.00�	1.00�	4,477�	0.00%	3.03%
EUR/USD: 1.15659 GBP/EUR: 1.1300				Portfolio Value:		$171,100	147,935�	100%

# Performance	Carlosm	S&P500
Return:	47.93%	20.39%
Annualized Return:	38.90%	16.85%
Std (Volatility):	19.14	15.63
Sharpe:	1.82	0.82
Beta:	0.78	1.00
Jensen Alpha:	2.49	0.00
Drawdown:	17.62	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo