58.8% de rentabilidad, cartera de bolsa WBJ en Bolsia.com

Login

0 Bolsiacoins $6IhJDj2U2uigvR

# Cartera WBJ Currency:EURTop 25: 150

Accede a la Cartera WBJ

Inicio:	02/01/2018		Rent. D�a:	0.00%		Ranking D�a:	7
D�as:	2399		Rent. Mes:	-2.52%		Ranking Mes:	586
Last:	2024-06-17		Rent. A�o:	0.00%		Ranking A�o:	221
Visitas:	1760		Rent. Total:	58.80%		Ranking Total:	298

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2018	-1.95%	-3.24%	5.86%	0.81%	9.48%	3.76%	-0.92%	0.05%	-3.52%	-3.66%	-1.43%	-10.97%	-7.00%	-6.24%
2019	9.98%	0.16%	0.94%	0.44%	-7.01%	1.37%	1.75%	-3.02%	2.29%	0.32%	0.73%	5.22%	12.98%	28.87%
2020	-2.68%	-4.92%	-8.34%	9.66%	0.03%	-4.46%	0.47%	1.20%	-2.00%	2.83%	4.07%	-0.38%	-5.56%	16.30%
2021	3.18%	3.76%	3.74%	0.47%	0.17%	1.91%	-0.36%	-2.19%	0.73%	-2.10%	5.15%	1.76%	17.14%	27.12%
2022	-1.85%	2.21%	0.83%	-1.02%	-0.08%	5.01%	4.70%	-8.47%	-6.89%	1.99%	1.86%	-5.89%	-8.37%	-19.96%
2023	4.64%	2.25%	0.09%	3.64%	3.04%	2.46%	5.32%	0.82%	0.52%	-1.01%	2.92%	2.55%	30.67%	24.54%
2024	3.07%	6.03%	7.57%	-4.02%	2.48%	1.23%	-2.52%						14.10%	14.68%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
09/01/2018	1,200	BAB.L	-0.37%	�7.08	�5.37	�7,604	-24.18%	4.79%
10/01/2018	400	ITX.MC	0.01%	28.96�	45.00�	18,000�	55.38%	11.33%
18/07/2022	55	META	0.02%	$180.50	$465.86	$25,622	158.09%	14.86%
02/01/2018	197	MU	-0.01%	$41.60	$109.46	$21,564	163.10%	12.51%
31/05/2024	2,867	PRU.L	-0.70%	�7.25	�7.07	�23,918	-2.42%	15.06%
05/02/2018	3,114	SWN	0.00%	$4.81	$6.53	$20,334	35.70%	11.80%
05/06/2024	218	SY1.DE	0.01%	110.59�	114.65�	24,994�	3.67%	15.74%
02/01/2018	313	TAP	0.00%	$72.36	$54.34	$17,008	-24.90%	9.87%
02/01/2018	6,420	Liquidez	0.00%	1.00�	1.00�	6,420�	0.00%	4.04%
EUR/USD: 1.08558 GBP/EUR: 1.1800				Valor Cartera:		$172,391	158,801�	100%

# Ratios	WBJ	S&P500
Rentabilidad:	58.80%	104.20%
Rent. Anualizada:	6.98%	10.97%
Std (Volatilidad):	12.94	19.62
Sharpe:	0.23	0.36
Beta:	0.27	1.00
Alfa de Jensen:	0.11	0.00
Drawdown:	27.26	33.92

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo