21.65% Return, Isa portfolio on Bolsia.com

Login

0 Bolsiacoins $Z6IJYRhcB3JSow

# Isa Portfolio Currency:EURTop 25: 90

Start:	10/27/2022		Day Return:	0.00%		Day Rank:	300
Days:	549		Month Return:	0.74%		Month Rank:	127
Last:	2023-12-18		Year Return:	0.00%		Year Rank:	38
Visits:	350		All Time Return:	21.65%		All Time Rank:	550

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										-0.59%	3.52%	-5.38%	-2.63%	-0.50%
2023	3.73%	-0.05%	-2.19%	-0.79%	-3.41%	5.23%	4.13%	-0.63%	-1.75%	-3.90%	2.62%	3.92%	6.54%	24.54%
2024	4.05%	4.40%	7.16%	0.74%									17.26%	7.05%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	0.02%	$2510.12	$2945.98	$8,838	17.36%	6.79%
10/27/2022	49	BRK-B	-0.69%	$291.04	$402.10	$19,703	38.16%	15.15%
10/27/2022	35	DE	-0.19%	$401.21	$393.33	$13,767	-1.96%	10.58%
10/27/2022	379	FCX	2.23%	$33.03	$50.50	$19,140	52.90%	14.71%
10/27/2022	52	PXD	-2.28%	$270.08	$268.87	$13,981	-0.45%	10.75%
10/27/2022	88	SU.PA	2.86%	128.19�	217.50�	19,140�	69.67%	15.73%
10/27/2022	66	TSCO	3.26%	$215.10	$273.90	$18,077	27.34%	13.90%
10/27/2022	112	TXT	1.90%	$66.26	$86.51	$9,689	30.55%	7.45%
10/27/2022	6,013	Cash	0.00%	1.00�	1.00�	6,013�	0.00%	4.94%
EUR/USD: 1.06945 GBP/EUR: 1.1700				Portfolio Value:		$130,095	121,646�	100%

# Performance	Isa	S&P500
Return:	21.65%	32.66%
Annualized Return:	13.86%	20.59%
Std (Volatility):	13.64	14.30
Sharpe:	0.72	1.16
Beta:	0.42	1.00
Jensen Alpha:	0.29	0.00
Drawdown:	8.65	9.86

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo