6.29% de rentabilidad, cartera de bolsa Sharpeeuro01 en Bolsia.com

Login

0 Bolsiacoins $PXMuXssGWjxRQq

# Cartera Sharpeeuro01 Currency:EURTop 25: 1934

Inicio:	20/08/2024		Rent. D�a:	0.00%		Ranking D�a:	788
D�as:	482		Rent. Mes:	0.64%		Ranking Mes:	943
Last:	2025-07-22		Rent. A�o:	0.00%		Ranking A�o:	1790
Visitas:	223		Rent. Total:	6.29%		Ranking Total:	1963

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								1.42%	1.29%	-3.36%	2.05%	-0.36%	0.95%	5.19%
2025	7.01%	-2.85%	-5.92%	-4.86%	3.83%	-2.19%	1.74%	5.05%	-3.73%	6.10%	1.40%	0.64%	5.29%	16.23%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
21/08/2024	412	AD.AS	-0.69%	30.11�	34.60�	14,255�	14.91%	13.41%
21/08/2024	134	BC.MI	0.15%	88.35�	96.32�	12,907�	9.02%	12.14%
21/08/2024	22	CDI.PA	0.17%	626.72�	580.00�	12,760�	-7.45%	12.00%
23/12/2024	31	DRI	-0.56%	$194.46	$182.21	$5,649	-6.30%	4.53%
21/08/2024	604	FDR.MC	-0.17%	21.68�	23.54�	14,218�	8.56%	13.38%
21/08/2024	933	IBE.MC	0.96%	12.55�	17.89�	16,691�	42.50%	15.70%
18/09/2024	91	PHM	-0.89%	$142.02	$126.44	$11,506	-10.97%	9.22%
21/08/2024	1,702	STLAM.MI	0.20%	11.94�	10.06�	17,122�	-15.72%	16.11%
21/08/2024	3,728	Liquidez	0.00%	1.00�	1.00�	3,728�	0.00%	3.51%
EUR/USD: 1.17403 GBP/EUR: 1.1400				Valor Cartera:		$124,792	106,293�	100%

# Ratios	Sharpeeuro01	S&P500
Rentabilidad:	6.29%	22.27%
Rent. Anualizada:	4.73%	16.44%
Std (Volatilidad):	15.68	15.09
Sharpe:	0.05	0.82
Beta:	0.48	1.00
Alfa de Jensen:	-0.52	0.00
Drawdown:	19.07	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo