18.21% de rentabilidad, cartera de bolsa UK05 en Bolsia.com

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0 Bolsiacoins $5Y4R1NWIUJvlvJ

# Cartera UK05 Currency:EURTop 25: 1470

Inicio:	04/09/2024		Rent. D�a:	0.00%		Ranking D�a:	991
D�as:	565		Rent. Mes:	-11.91%		Ranking Mes:	2582
Last:	2026-03-18		Rent. A�o:	0.00%		Ranking A�o:	1342
Visitas:	554		Rent. Total:	18.21%		Ranking Total:	1335

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									0.01%	-1.83%	0.85%	0.72%	-0.27%	6.61%
2025	7.62%	3.97%	0.54%	1.43%	3.87%	-1.90%	0.91%	-1.63%	0.41%	-0.42%	1.94%	3.14%	21.35%	16.77%
2026	0.79%	10.01%	-11.91%										-2.33%	-4.61%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
05/09/2024	214	BNP.PA	-2.79%	62.19�	82.24�	17,599�	32.24%	14.89%
05/09/2024	421	CS.PA	-1.93%	34.92�	37.88�	15,947�	8.48%	13.49%
05/09/2024	5,333	CTEC.L	-1.97%	�2.31	�2.20	�13,517	-4.70%	11.43%
27/01/2026	70	EDV.L	-2.01%	�44.97	�39.44	�3,175	-12.30%	2.69%
05/09/2024	1,230	NG.L	-3.07%	�10.20	�12.33	�17,437	20.90%	14.75%
05/09/2024	333	RNO.PA	1.17%	41.92�	27.56�	9,177�	-34.25%	7.76%
05/09/2024	62	SAF.PA	-3.96%	193.33�	280.80�	17,410�	45.25%	14.73%
05/09/2024	2,960	SRG.MI	-0.19%	4.55�	6.30�	18,648�	38.61%	15.78%
05/09/2024	5,301	Liquidez	0.00%	1.00�	1.00�	5,301�	0.00%	4.48%
EUR/USD: 1.15712 GBP/EUR: 1.1500				Valor Cartera:		$136,786	118,212�	100%

# Ratios	UK05	S&P500
Rentabilidad:	18.21%	18.76%
Rent. Anualizada:	11.39%	11.73%
Std (Volatilidad):	15.24	14.43
Sharpe:	0.48	0.54
Beta:	0.51	1.00
Alfa de Jensen:	0.35	0.00
Drawdown:	13.46	18.46

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