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  BolsiaCoins 0 Bolsiacoins  $PA4f2znlEEDI9x
 # Cartera Sergio_h       Currency:EURTop 25: 412
Accede a la Cartera Sergio_h
Ver
Inicio:09/03/2013 Rent. Día:
0.00%
Ranking Día:1113
Días: 4705 Rent. Mes:
5.52%
Ranking Mes:555
Last:2026-01-02 Rent. Año:
0.00%
Ranking Año:555
Visitas:5666 Rent. Total:
397.22%
Ranking Total:52


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
-2.67%
2.00%
-0.86%
-2.26%
3.19%
-2.23%
3.21%
8.34%
3.99%
1.47%
14.52%
19.16%
2014
1.72%
2.37%
0.85%
-0.59%
3.58%
1.03%
-1.78%
4.39%
5.51%
1.78%
3.31%
1.73%
26.41%
11.39%
2015
5.59%
5.33%
3.37%
-5.49%
1.25%
-2.94%
7.46%
-5.64%
1.73%
9.35%
3.79%
-1.88%
22.64%
-0.73%
2016
-2.30%
0.34%
-1.22%
3.97%
4.25%
3.66%
1.85%
-1.37%
0.11%
1.31%
6.02%
-0.78%
16.59%
9.54%
2017
0.20%
6.30%
-0.20%
-0.11%
0.40%
-1.35%
0.96%
1.29%
1.59%
3.46%
1.69%
-0.40%
14.50%
15.21%
2018
5.74%
1.74%
-2.97%
0.49%
3.12%
-1.85%
5.53%
2.25%
2.29%
-7.88%
1.62%
-9.13%
-0.32%
-2.81%
2019
9.24%
4.03%
0.36%
2.88%
-0.13%
2.37%
1.92%
-0.29%
2.01%
-1.34%
3.00%
-1.02%
25.10%
28.87%
2020
4.32%
-6.59%
-6.85%
6.37%
-0.37%
-0.30%
1.07%
1.51%
-1.22%
-0.99%
-1.36%
-0.61%
-5.65%
15.97%
2021
1.14%
-1.74%
4.06%
0.07%
-1.37%
2.68%
2.50%
-2.55%
0.63%
-1.12%
2.96%
-0.18%
7.08%
27.48%
2022
-0.61%
1.09%
5.94%
-1.26%
-2.81%
-1.97%
1.70%
3.25%
-2.87%
3.49%
-1.85%
-2.05%
1.61%
-19.96%
2023
-0.17%
-0.31%
0.22%
-0.15%
1.68%
1.57%
0.10%
3.96%
-2.19%
1.32%
1.12%
0.74%
8.05%
24.54%
2024
-0.07%
2.19%
0.73%
-1.10%
0.13%
1.23%
3.52%
-1.18%
0.72%
-4.11%
6.08%
-0.45%
7.58%
23.59%
2025
5.75%
2.76%
-3.49%
-3.84%
9.72%
-0.11%
5.39%
1.67%
3.17%
6.26%
0.24%
2.67%
33.61%
16.77%
2026
5.51%
    
    
    
    
    
    
    
    
    
    
    
5.51%
0.68%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
06/06/2022263AMZN Amazon.com2.06%$124.79$239.19$62,90791.67%10.70%
18/06/20243,642BBVA.MC BBVA-1.13%9.33€20.99€76,446€124.90%15.38%
21/06/20242,982HPE Hewlett Packard Enterprise-1.47%$19.76$21.05$62,7716.50%10.67%
13/06/20241,402IDR.MC Indra1.19%20.46€55.10€77,250€169.28%15.54%
11/03/2013426JNJ Johnson & Johnson0.78%$109.46$220.15$93,784101.12%15.95%
28/08/2013126LMT Lockheed Martin Corp-0.53%$192.51$590.70$74,428206.85%12.66%
28/06/2024101MCO Moody`s Corp-1.11%$426.90$524.32$52,95622.82%9.00%
20/06/2024146WING Wingstop Inc.1.13%$323.71$271.66$39,662-16.08%6.74%
20/06/202416,735Liquidez   0.00%1.00€1.00€16,735€0.00%3.37%
EUR/USD: 1.18289    GBP/EUR: 1.1500 Valor Cartera: $588,110 497,180€ 100%

 # RatiosSergio_hS&P500
Rentabilidad:
397.16%
345.97%
Rent. Anualizada:13.00%12.07%
Std (Volatilidad):12.0416.68
Sharpe:0.750.48
Beta:0.341.00
Alfa de Jensen:0.630.00
Drawdown:20.7233.92



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