14.94% de rentabilidad, cartera de bolsa NEW08 en Bolsia.com

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0 Bolsiacoins $TiMrs0js0HlEIn

# Cartera NEW08 Currency:EURTop 25: 413

Inicio:	05/10/2022		Rent. D�a:	0.00%		Ranking D�a:	324
D�as:	579		Rent. Mes:	0.98%		Ranking Mes:	202
Last:	2024-01-23		Rent. A�o:	0.00%		Ranking A�o:	362
Visitas:	362		Rent. Total:	14.94%		Ranking Total:	574

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										0.81%	4.80%	-4.72%	0.66%	1.03%
2023	3.46%	-0.82%	2.60%	2.04%	0.39%	1.13%	1.75%	-1.24%	-4.42%	-1.09%	5.21%	-0.73%	8.22%	24.54%
2024	2.57%	2.72%	2.74%	-3.47%	0.98%								5.51%	7.64%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
06/10/2022	39	ADS.DE	0.45%	123.55�	224.80�	8,767�	81.94%	7.63%
06/10/2022	87	JNJ	-0.43%	$164.02	$149.27	$12,986	-8.99%	10.50%
06/10/2022	30	LMT	-0.28%	$403.47	$461.91	$13,857	14.48%	11.20%
06/10/2022	18	MC.PA	1.96%	643.35�	782.15�	14,079�	21.57%	12.25%
06/10/2022	83	MRK.DE	1.13%	173.30�	152.00�	12,616�	-12.29%	10.98%
06/10/2022	46	MSFT	2.22%	$249.20	$406.66	$18,706	63.18%	15.12%
06/10/2022	38	OR.PA	0.96%	336.23�	440.10�	16,724�	30.89%	14.55%
06/10/2022	60	STZ	0.79%	$231.96	$256.08	$15,365	10.40%	12.42%
06/10/2022	6,150	Liquidez	0.00%	1.00�	1.00�	6,150�	0.00%	5.35%
EUR/USD: 1.07616 GBP/EUR: 1.1700				Valor Cartera:		$123,693	114,940�	100%

# Ratios	NEW08	S&P500
Rentabilidad:	14.94%	35.43%
Rent. Anualizada:	9.12%	20.95%
Std (Volatilidad):	11.56	14.87
Sharpe:	0.44	1.14
Beta:	0.42	1.00
Alfa de Jensen:	-0.20	0.00
Drawdown:	8.56	9.86

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