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 # Cartera Travis       Currency:EURTop 25: 459
Accede a la Cartera Travis
Ver
Inicio:23/02/2012 Rent. Día:
-0.20%
Ranking Día:2351
Días: 5049 Rent. Mes:
0.41%
Ranking Mes:1282
Last:2025-11-07 Rent. Año:
0.00%
Ranking Año:536
Visitas:5068 Rent. Total:
316.55%
Ranking Total:85


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
0.34%
4.06%
-5.08%
-4.02%
1.45%
0.32%
2.12%
-0.57%
-0.43%
1.72%
3.09%
2.62%
4.60%
2013
3.60%
5.05%
7.04%
1.72%
3.23%
-1.48%
4.55%
-2.84%
2.42%
1.58%
2.57%
0.09%
30.73%
29.60%
2014
-2.62%
2.37%
0.20%
-2.12%
3.97%
2.35%
1.45%
4.45%
2.16%
2.83%
2.87%
1.16%
20.53%
11.39%
2015
5.27%
6.83%
2.36%
-3.24%
2.72%
-3.70%
2.17%
-6.20%
-2.43%
8.56%
3.59%
-4.93%
10.14%
-0.73%
2016
-5.95%
-0.74%
1.91%
1.17%
3.23%
-0.90%
3.93%
1.81%
-0.11%
2.57%
5.78%
2.58%
15.84%
9.54%
2017
-1.78%
3.64%
-0.22%
-0.79%
-0.26%
-0.49%
1.36%
-0.01%
3.72%
3.21%
0.28%
1.49%
10.39%
15.21%
2018
2.40%
-0.04%
-3.71%
1.30%
3.84%
-0.98%
2.06%
0.69%
0.50%
-4.17%
0.55%
-4.80%
-2.73%
-2.81%
2019
6.80%
4.82%
-1.04%
4.25%
-4.73%
4.53%
3.72%
-1.87%
2.60%
-3.09%
3.42%
-0.53%
19.72%
28.87%
2020
-1.14%
-5.21%
-13.30%
8.99%
0.65%
2.10%
0.82%
3.08%
-1.77%
0.52%
2.27%
-0.62%
-5.10%
15.97%
2021
0.66%
2.29%
4.70%
-1.06%
0.64%
0.92%
0.04%
0.30%
0.66%
2.61%
-0.48%
-0.47%
11.20%
27.22%
2022
-2.37%
-3.47%
5.12%
-1.71%
-0.22%
-5.38%
7.83%
-0.60%
-5.45%
3.70%
5.39%
-3.53%
-1.78%
-19.79%
2023
3.50%
-1.43%
0.07%
-1.77%
1.03%
2.10%
1.40%
-0.15%
-1.68%
-2.02%
2.27%
3.11%
6.42%
24.54%
2024
-1.42%
-0.26%
2.22%
-1.12%
3.30%
0.28%
6.20%
-1.83%
1.46%
-1.16%
6.26%
-1.15%
13.06%
23.59%
2025
6.18%
0.38%
-9.77%
-7.80%
7.54%
2.25%
9.18%
3.74%
4.85%
5.81%
2.37%
0.50%
26.04%
15.13%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
08/08/2024180AAPL Apple Inc.0.13%$222.78$272.16$48,98922.17%10.03%
09/03/2012177APD Air Products & Chemicals Inc-1.07%$130.52$243.74$43,14286.74%8.84%
26/06/20243,504BBVA.MC BBVA-0.05%9.05€19.56€68,538€116.17%16.44%
09/03/2012684C Citigroup Inc1.23%$47.26$112.83$77,176138.76%15.81%
10/06/2024264FSLR First Solar Inc3.05%$201.95$261.74$69,09929.61%14.15%
04/10/2024270LRCX Lam Research6.27%$100.66$164.68$44,46463.60%9.11%
12/03/2012100QQQ PowerShares QQQ Trust1.45%$146.57$609.15$60,915315.59%12.48%
24/02/2012244TXN Texas Instruments Inc0.97%$33.51$176.16$42,983425.71%8.80%
24/02/201218,123Liquidez   0.00%1.00€1.00€18,123€0.00%4.35%
EUR/USD: 1.17119    GBP/EUR: 1.1400 Valor Cartera: $488,264 416,896€ 100%

 # RatiosTravisS&P500
Rentabilidad:
316.87%
396.85%
Rent. Anualizada:10.62%12.00%
Std (Volatilidad):13.9616.49
Sharpe:0.470.49
Beta:0.431.00
Alfa de Jensen:0.320.00
Drawdown:24.1933.92



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