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 # Cartera Ohara       Currency:EURTop 25: 482
Accede a la Cartera Ohara
Ver
Inicio:03/11/2011 Rent. Día:
1.68%
Ranking Día:30
Días: 4830 Rent. Mes:
4.37%
Ranking Mes:536
Last:2025-01-07 Rent. Año:
0.00%
Ranking Año:536
Visitas:4186 Rent. Total:
197.47%
Ranking Total:170


 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%
-4.03%
27.71%
23.71%
2025
4.47%
    
    
    
    
    
    
    
    
    
    
    
4.47%
2.71%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
21/03/201492BRK-B Berkshire Hathaway Inc-0.02%$125.52$468.57$43,108273.29%13.85%
21/06/20249COST Costco Wholesale Corp0.03%$849.38$947.54$8,52811.56%2.74%
16/05/2024811ENR.DE Siemens Energy AG0.03%24.72€56.62€45,919€129.05%15.42%
16/05/20241,000PRX.AS Prosus0.00%36.66€34.94€34,940€-4.69%11.73%
16/05/2024256QCOM Qualcomm0.01%$186.93$167.36$42,844-10.47%13.76%
16/05/2024154SU.PA SCHNEIDER0.02%235.40€270.10€41,595€14.74%13.97%
06/11/2013287THC Tenet Healthcare Corp0.03%$43.91$134.46$38,590206.18%12.40%
16/05/2024221TXRH Texas Roadhouse Inc0.01%$169.34$182.16$40,2577.57%12.93%
16/05/20249,531Liquidez   0.00%1.00€1.00€9,531€0.00%3.20%
EUR/USD: 1.04551    GBP/EUR: 1.1800 Valor Cartera: $311,320 297,768€ 100%

 # RatiosOharaS&P500
Rentabilidad:
196.98%
379.66%
Rent. Anualizada:8.34%12.23%
Std (Volatilidad):13.2516.37
Sharpe:0.330.50
Beta:0.321.00
Alfa de Jensen:0.170.00
Drawdown:27.8333.92



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