9.89% Return, Axis portfolio on Bolsia.com

Login

0 Bolsiacoins $ZCa5rist2yaZCu

# Axis Portfolio Currency:EURTop 25: 1141

Start:	08/23/2024		Day Return:	0.85%		Day Rank:	472
Days:	133		Month Return:	0.92%		Month Rank:	882
Last:	2024-11-22		Year Return:	0.00%		Year Rank:	885
Visits:	71		All Time Return:	9.89%		All Time Rank:	862

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.01%	0.95%	5.63%	6.65%	-4.25%	8.90%	5.57%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/01/2024	187	AMS.MC	0.00%	65.62�	68.54�	12,817�	4.45%	11.65%
09/27/2024	131	BABA	0.00%	$101.98	$84.76	$11,104	-16.89%	9.84%
09/24/2024	444	CNX	0.00%	$30.73	$37.13	$16,486	20.81%	14.62%
09/25/2024	73	CVNA	-0.07%	$169.91	$203.35	$14,845	19.68%	13.16%
09/18/2024	388	FER.MC	0.00%	38.53�	40.86�	15,854�	6.05%	14.41%
09/27/2024	220	III.L	0.57%	�33.59	�36.10	�9,610	7.47%	8.74%
09/27/2024	288	ITX.MC	0.01%	52.32�	50.32�	14,492�	-3.83%	13.18%
10/02/2024	66	SIE.DE	0.01%	179.97�	188.72�	12,456�	4.86%	11.32%
10/02/2024	3,382	Cash	0.00%	1.00�	1.00�	3,382�	0.00%	3.07%
EUR/USD: 1.02556 GBP/EUR: 1.2100				Portfolio Value:		$112,798	109,986�	100%

# Performance	Axis	S&P500
Return:	9.99%	4.77%
Annualized Return:	29.60%	13.54%
Std (Volatility):	10.86	12.39
Sharpe:	2.36	0.77
Beta:	0.14	1.00
Jensen Alpha:	2.43	0.00
Drawdown:	5.81	4.2

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo