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 # Cartera Ohara       Currency:EURTop 25: 215
Accede a la Cartera Ohara
Ver
Inicio:03/11/2011 Rent. Día:
0.00%
Ranking Día:49
Días: 4799 Rent. Mes:
-3.08%
Ranking Mes:1188
Last:2024-09-04 Rent. Año:
0.00%
Ranking Año:192
Visitas:4158 Rent. Total:
187.85%
Ranking Total:166


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
-0.51%
0.30%
-0.22%
-0.28%
2012
13.79%
8.10%
-6.29%
-11.73%
-3.59%
4.90%
0.07%
8.83%
0.64%
-3.38%
-2.93%
20.97%
27.96%
13.41%
2013
4.83%
-3.29%
-0.85%
-1.94%
9.32%
-8.09%
8.29%
-0.29%
9.05%
4.71%
-0.46%
-2.17%
18.91%
29.60%
2014
1.11%
-0.42%
-0.25%
0.09%
2.60%
0.20%
-0.77%
7.19%
0.56%
-0.50%
1.83%
-0.54%
11.38%
11.39%
2015
2.30%
2.99%
3.44%
-3.02%
0.02%
-3.07%
3.80%
-7.84%
-3.70%
5.67%
3.17%
-6.76%
-4.04%
-0.73%
2016
-1.98%
0.00%
1.64%
2.31%
1.41%
-0.46%
1.48%
-0.92%
-0.42%
1.99%
-0.28%
2.85%
7.78%
9.54%
2017
-0.30%
1.75%
0.69%
-0.62%
0.53%
-1.09%
-0.42%
1.02%
0.42%
0.81%
-0.34%
-0.18%
2.26%
15.21%
2018
0.63%
-0.34%
-0.18%
1.52%
2.27%
0.81%
1.20%
-0.48%
0.38%
-1.88%
1.73%
-4.04%
1.46%
-2.81%
2019
3.28%
0.61%
0.36%
0.19%
-2.21%
0.14%
-0.96%
-0.93%
2.00%
1.31%
2.08%
0.96%
6.92%
28.88%
2020
-0.98%
-3.82%
-5.22%
2.23%
-1.61%
-1.40%
1.99%
1.71%
-1.26%
1.12%
1.77%
0.47%
-5.17%
15.96%
2021
2.15%
1.02%
2.35%
0.74%
1.69%
1.45%
0.47%
0.64%
-0.99%
1.21%
1.99%
0.30%
13.77%
27.22%
2022
0.65%
2.33%
4.23%
-0.33%
-1.22%
-5.14%
2.45%
-2.00%
-2.92%
1.06%
1.46%
-1.41%
-1.21%
-19.79%
2023
1.37%
1.22%
-0.41%
2.77%
-0.09%
2.26%
-1.28%
3.25%
-1.18%
-3.25%
3.30%
-0.34%
7.63%
24.54%
2024
3.05%
2.45%
2.91%
0.25%
2.59%
-0.69%
3.15%
1.80%
4.45%
1.76%
7.45%
-3.08%
28.98%
24.62%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
21/03/201492BRK-B Berkshire Hathaway Inc0.04%$125.52$453.86$41,755261.58%13.90%
21/06/20249COST Costco Wholesale Corp0.05%$849.38$953.88$8,58512.30%2.86%
16/05/2024943ENR.DE Siemens Energy AG0.01%24.85€50.96€48,055€105.10%16.69%
16/05/20241,000PRX.AS Prosus0.00%36.66€39.84€39,840€8.68%13.84%
16/05/2024200QCOM Qualcomm0.03%$194.31$152.93$30,586-21.30%10.19%
16/05/2024154SU.PA SCHNEIDER0.01%235.40€240.45€37,029€2.15%12.86%
06/11/2013287THC Tenet Healthcare Corp0.04%$43.91$130.65$37,497197.51%12.49%
16/05/2024221TXRH Texas Roadhouse Inc0.00%$169.34$181.27$40,0617.04%13.34%
16/05/202411,012Liquidez   0.00%1.00€1.00€11,012€0.00%3.83%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Valor Cartera: $300,300 287,848€ 100%

 # RatiosOharaS&P500
Rentabilidad:
187.08%
370.43%
Rent. Anualizada:8.12%12.15%
Std (Volatilidad):13.2416.39
Sharpe:0.310.50
Beta:0.321.00
Alfa de Jensen:0.150.00
Drawdown:27.8333.92



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