29.62% de rentabilidad, cartera de bolsa Isa en Bolsia.com

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0 Bolsiacoins $Z6IJYRhcB3JSow

# Cartera Isa Currency:EURTop 25: 271

Inicio:	27/10/2022		Rent. D�a:	2.24%		Ranking D�a:	96
D�as:	758		Rent. Mes:	5.66%		Ranking Mes:	848
Last:	2024-08-31		Rent. A�o:	0.00%		Ranking A�o:	242
Visitas:	697		Rent. Total:	29.62%		Ranking Total:	336

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										-0.59%	3.52%	-5.38%	-2.63%	-0.50%
2023	3.73%	-0.05%	-2.19%	-0.79%	-3.41%	5.23%	4.13%	-0.63%	-1.75%	-3.90%	2.62%	3.92%	6.54%	24.54%
2024	4.05%	4.40%	7.16%	0.11%	1.19%	-1.42%	1.86%	0.38%	2.33%	-2.77%	5.72%		25.02%	-100.00%

# Acciones y Dinero
Fecha	N�mero	Ticker	% D�a	Compra	Actual	Valor	% Total	Peso
27/10/2022	3	AZO	-0.15%	$2510.12	$3064.93	$9,195	22.10%	6.77%
27/10/2022	44	BRK-B	0.03%	$291.04	$472.03	$20,769	62.19%	15.29%
27/10/2022	35	DE	0.25%	$401.21	$437.67	$15,318	9.09%	11.28%
27/10/2022	379	FCX	0.00%	$33.03	$43.74	$16,577	32.43%	12.20%
27/10/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	10.32%
27/10/2022	80	SU.PA	0.03%	128.19�	240.35�	19,228�	87.50%	14.83%
27/10/2022	66	TSCO	0.01%	$215.10	$273.60	$18,058	27.20%	13.29%
27/10/2022	201	TXT	0.02%	$75.16	$83.96	$16,876	11.70%	12.42%
27/10/2022	4,664	Liquidez	0.00%	1.00�	1.00�	4,664�	0.00%	3.60%
EUR/USD: 1.04759 GBP/EUR: 1.2000				Valor Cartera:		$135,843	129,672�	100%

# Ratios	Isa	S&P500
Rentabilidad:	29.69%	-100.00%
Rent. Anualizada:	13.30%	-100.00%
Std (Volatilidad):	13.78	70.70
Sharpe:	0.67	-1.47
Beta:	0.02	1.00
Alfa de Jensen:	1.14	0.00
Drawdown:	8.65	9.86

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