2.48% Return, Dor portfolio on Bolsia.com

Login

2 Ref. 1247 Men.

56586 Bolsiacoins $ZAQ87faDqXeD6T

# Dor Portfolio Currency:EURTop 25: 1778

Visit Dor

Start:	03/13/2025		Day Return:	0.10%		Day Rank:	160
Days:	172		Month Return:	-5.17%		Month Rank:	2064
Last:	2025-07-09		Year Return:	0.00%		Year Rank:	1454
Visits:	319		All Time Return:	2.48%		All Time Rank:	1850

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2025			1.81%	0.92%	5.62%	-2.14%	1.75%	-5.25%					2.39%	15.70%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/14/2025	76	AI.PA	-0.34%	180.41�	176.80�	13,437�	-2.00%	13.12%
07/03/2025	82	ATI	-1.19%	$87.08	$77.55	$6,359	-10.95%	5.31%
03/13/2025	442	IDR.MC	-0.12%	25.07�	34.40�	15,205�	37.22%	14.85%
07/07/2025	76	MS	0.20%	$144.40	$150.51	$11,439	4.23%	9.55%
03/14/2025	310	REN.AS	-1.68%	44.97�	39.84�	12,350�	-11.41%	12.06%
03/13/2025	553	SHELL.AS	0.30%	30.91�	31.67�	17,514�	2.46%	17.10%
03/13/2025	96	WKL.AS	-1.05%	140.61�	108.15�	10,382�	-23.09%	10.14%
03/13/2025	174	WMT	0.91%	$84.79	$97.01	$16,880	14.42%	14.09%
03/13/2025	3,857	Cash	0.00%	1.00�	1.00�	3,857�	0.00%	3.77%
EUR/USD: 1.16967 GBP/EUR: 1.1500				Portfolio Value:		$119,765	102,392�	100%

# Performance	Dor	S&P500
Return:	2.39%	15.70%
Annualized Return:	5.11%	36.02%
Std (Volatility):	15.59	19.47
Sharpe:	0.07	1.64
Beta:	0.43	1.00
Jensen Alpha:	-1.27	0.00
Drawdown:	10.34	13.64

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo