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 # Cartera Velascoaki       Currency:EURTop 25: 580
Accede a la Cartera Velascoaki
Ver
Inicio:21/11/2011 Rent. Día:
0.00%
Ranking Día:369
Días: 4882 Rent. Mes:
0.29%
Ranking Mes:1653
Last:2024-09-06 Rent. Año:
0.00%
Ranking Año:584
Visitas:13905 Rent. Total:
416.55%
Ranking Total:17


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
4.34%
4.95%
9.50%
5.42%
2012
3.60%
2.18%
3.62%
-1.06%
-3.85%
4.98%
4.67%
0.00%
-4.16%
3.54%
0.63%
3.92%
19.00%
13.41%
2013
2.08%
7.08%
7.37%
-0.07%
7.93%
-0.51%
5.39%
0.52%
6.57%
6.60%
3.08%
2.86%
60.69%
29.60%
2014
-0.45%
1.15%
0.02%
0.37%
2.34%
0.27%
0.15%
4.26%
3.37%
0.96%
3.00%
2.11%
18.87%
11.39%
2015
5.58%
3.79%
2.44%
-4.81%
1.71%
-3.21%
4.28%
-4.82%
-0.04%
6.25%
2.00%
-2.19%
10.65%
-0.73%
2016
-3.65%
0.83%
1.07%
1.81%
1.52%
1.94%
0.41%
-0.36%
-0.17%
3.21%
5.47%
0.52%
13.05%
9.54%
2017
-0.06%
5.34%
-0.14%
0.41%
0.05%
-0.39%
2.58%
1.04%
3.47%
2.02%
1.48%
0.34%
17.21%
15.21%
2018
4.16%
1.25%
-3.02%
-0.51%
4.27%
-2.88%
2.83%
0.29%
2.83%
-5.89%
0.33%
-6.44%
-3.47%
-2.81%
2019
7.60%
5.14%
-1.60%
3.43%
-2.13%
2.92%
2.37%
0.85%
1.93%
-2.46%
2.60%
-2.11%
19.55%
28.87%
2020
2.34%
-5.54%
-12.25%
6.57%
-0.22%
-0.68%
-1.17%
1.93%
-0.24%
-1.96%
5.98%
-1.30%
-7.68%
16.27%
2021
-0.57%
1.70%
4.69%
0.19%
-0.03%
-0.18%
1.15%
-1.04%
-0.77%
0.44%
1.05%
1.76%
8.60%
26.89%
2022
2.45%
-1.19%
4.71%
0.03%
0.66%
-5.44%
5.11%
0.53%
-5.48%
10.53%
0.12%
-1.84%
9.49%
-19.79%
2023
-2.02%
0.28%
-0.78%
-0.33%
0.26%
0.80%
-0.30%
1.90%
-1.38%
1.54%
1.71%
2.30%
3.93%
24.54%
2024
-1.72%
0.16%
4.29%
-1.27%
1.61%
0.56%
7.06%
-0.76%
-1.68%
-1.60%
6.11%
-4.84%
7.49%
23.71%
2025
3.89%
0.57%
-4.30%
0.29%
    
    
    
    
    
    
    
    
0.28%
-4.61%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
14/08/20243,983BA.L BAE Systems plc1.67%£13.43£15.85£75,73617.97%14.66%
22/11/2011370HON Honeywell International Inc0.80%$51.10$213.44$78,973317.65%14.17%
26/06/20241,000INSM Insmed Incorporated-5.62%$66.62$72.00$72,0008.08%12.92%
21/12/2011140LMT Lockheed Martin Corp0.31%$80.15$448.10$62,734459.11%11.26%
26/06/2024160MCO Moody`s Corp0.63%$439.53$468.62$74,9796.62%13.45%
22/11/2011803MU Micron Technology Inc2.09%$44.99$88.74$71,25897.26%12.78%
03/01/2012150NOC Northrop Grumman Corp0.12%$231.38$512.60$76,890121.54%13.79%
06/09/2024234PYPL PayPal Holdings Inc1.30%$71.90$66.11$15,470-8.05%2.78%
06/09/202421,639Liquidez   0.00%1.00€1.00€21,639€0.00%4.19%
EUR/USD: 1.07912    GBP/EUR: 1.2000 Valor Cartera: $557,383 516,516€ 100%

 # RatiosVelascoakiS&P500
Rentabilidad:
418.02%
370.90%
Rent. Anualizada:12.83%12.05%
Std (Volatilidad):12.2116.45
Sharpe:0.720.49
Beta:0.371.00
Alfa de Jensen:0.590.00
Drawdown:25.8733.92



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