13.52% de rentabilidad, cartera de bolsa UK05 en Bolsia.com

Login

0 Bolsiacoins $5Y4R1NWIUJvlvJ

# Cartera UK05 Currency:EURTop 25: 559

Inicio:	04/09/2024		Rent. D�a:	0.05%		Ranking D�a:	1106
D�as:	314		Rent. Mes:	-2.11%		Ranking Mes:	1977
Last:	2024-09-05		Rent. A�o:	0.00%		Ranking A�o:	316
Visitas:	239		Rent. Total:	13.52%		Ranking Total:	967

	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%	-2.11%						13.82%	6.27%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
05/09/2024	236	BNP.PA	-2.19%	62.19�	76.20�	17,983�	22.53%	15.84%
05/09/2024	421	CS.PA	-0.05%	34.92�	41.62�	17,522�	19.19%	15.43%
05/09/2024	5,333	CTEC.L	-0.31%	�2.31	�2.60	�15,946	12.42%	14.05%
05/09/2024	1,230	NG.L	0.34%	�10.20	�10.32	�14,591	1.16%	12.85%
05/09/2024	333	RNO.PA	-1.58%	41.92�	41.20�	13,720�	-1.71%	12.09%
05/09/2024	62	SAF.PA	0.91%	193.33�	278.50�	17,267�	44.06%	15.21%
05/09/2024	3,260	SRG.MI	0.12%	4.55�	4.98�	16,235�	9.57%	14.30%
05/09/2024	259	Liquidez	0.00%	1.00�	1.00�	259�	0.00%	0.23%
EUR/USD: 1.16629 GBP/EUR: 1.1500				Valor Cartera:		$132,399	113,522�	100%

# Ratios	UK05	S&P500
Rentabilidad:	13.52%	13.30%
Rent. Anualizada:	15.83%	15.57%
Std (Volatilidad):	15.76	17.19
Sharpe:	0.75	0.67
Beta:	0.49	1.00
Alfa de Jensen:	0.62	0.00
Drawdown:	13.46	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo