21.63% de rentabilidad, cartera de bolsa Moris en Bolsia.com

Login

0 Bolsiacoins $TthBRjjuJvNXFf

# Cartera Moris Currency:EURTop 25: 97

Inicio:	20/02/2023		Rent. D�a:	0.00%		Ranking D�a:	347
D�as:	433		Rent. Mes:	2.62%		Ranking Mes:	31
Last:	2024-04-05		Rent. A�o:	0.00%		Ranking A�o:	35
Visitas:	308		Rent. Total:	21.63%		Ranking Total:	551

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2023		-0.02%	-10.73%	2.49%	-2.72%	3.69%	7.42%	-1.79%	-2.32%	-1.91%	10.22%	0.70%	3.52%	16.71%
2024	2.15%	0.61%	11.41%	2.62%									17.49%	7.05%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
20/02/2023	2,000	AGN.AS	1.57%	5.15�	5.82�	11,640�	13.09%	9.57%
20/02/2023	1,643	BBVA.MC	4.66%	6.98�	11.00�	18,073�	57.64%	14.86%
20/02/2023	3,340	BPE.MI	1.31%	2.76�	4.78�	15,965�	72.98%	13.13%
21/02/2023	1,444	COL.MC	1.92%	6.75�	5.57�	8,043�	-17.46%	6.61%
20/02/2023	600	G.MI	0.40%	18.38�	22.84�	13,704�	24.25%	11.27%
20/02/2023	444	GLE.PA	0.90%	27.65�	25.32�	11,242�	-8.43%	9.24%
21/02/2023	5,000	ISP.MI	1.41%	2.52�	3.55�	17,750�	40.71%	14.59%
20/02/2023	1,200	MRL.MC	2.32%	9.08�	10.58�	12,696�	16.51%	10.44%
21/02/2023	2,000	SRG.MI	0.84%	4.81�	4.31�	8,620�	-10.32%	7.09%
21/02/2023	3,901	Liquidez	0.00%	1.00�	1.00�	3,901�	0.00%	3.21%
EUR/USD: 1.06945 GBP/EUR: 1.1700				Valor Cartera:		$130,082	121,634�	100%

# Ratios	Moris	S&P500
Rentabilidad:	21.63%	24.95%
Rent. Anualizada:	17.77%	20.44%
Std (Volatilidad):	17.14	12.13
Sharpe:	0.80	1.36
Beta:	0.82	1.00
Alfa de Jensen:	0.03	0.00
Drawdown:	15.19	9.86

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo