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 # Cartera Zapato       Currency:EURTop 25: 394
Accede a la Cartera Zapato
Ver
Inicio:02/01/2014 Rent. Día:
-5.03%
Ranking Día:1361
Días: 4111 Rent. Mes:
-10.94%
Ranking Mes:1846
Last:2024-08-05 Rent. Año:
0.00%
Ranking Año:1053
Visitas:3875 Rent. Total:
298.68%
Ranking Total:44


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-2.33%
0.72%
4.34%
-4.32%
3.69%
3.33%
1.57%
6.33%
4.45%
3.15%
3.15%
5.29%
32.99%
12.39%
2015
0.57%
8.18%
5.34%
-3.32%
4.60%
-0.45%
2.21%
-6.91%
-1.54%
3.25%
3.94%
-3.01%
12.50%
-0.73%
2016
-5.68%
-0.95%
1.25%
2.15%
2.47%
-1.03%
2.07%
2.27%
-1.74%
4.29%
12.67%
3.54%
22.27%
9.54%
2017
-0.89%
5.44%
-3.32%
-0.65%
-3.64%
2.89%
-0.71%
-0.74%
3.25%
4.40%
1.37%
0.19%
7.35%
15.21%
2018
3.27%
-0.12%
-3.77%
1.59%
2.02%
-0.79%
3.93%
2.02%
-2.30%
-1.46%
2.51%
-9.50%
-3.35%
-2.81%
2019
7.58%
0.28%
-0.49%
4.39%
-4.25%
2.81%
4.42%
-3.83%
1.54%
3.11%
5.09%
1.47%
23.68%
28.88%
2020
-0.28%
-7.26%
-11.42%
9.38%
0.65%
-2.05%
0.12%
2.26%
-2.64%
0.60%
6.66%
0.44%
-5.11%
16.29%
2021
0.38%
6.12%
6.71%
1.67%
3.00%
1.75%
1.27%
3.00%
-0.75%
6.90%
-1.40%
1.69%
34.43%
26.85%
2022
-2.58%
-1.44%
3.65%
-0.91%
-1.54%
-2.43%
8.10%
-0.93%
-5.40%
7.69%
2.00%
-7.13%
-2.09%
-19.79%
2023
2.73%
-0.44%
-5.80%
1.77%
0.30%
1.50%
3.71%
1.01%
0.91%
-2.03%
5.11%
2.86%
11.77%
24.54%
2024
1.91%
0.76%
3.62%
-1.46%
2.27%
1.65%
11.25%
1.43%
-3.02%
4.56%
15.12%
-5.73%
35.36%
23.59%
2025
7.71%
-1.63%
-9.18%
-10.96%
    
    
    
    
    
    
    
    
-14.32%
-8.25%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
02/01/2014851BAC Bank of America Corp-7.89%$23.97$34.28$29,17243.00%7.00%
02/01/2014136BRK-B Berkshire Hathaway Inc-3.83%$196.57$509.86$69,341159.38%16.64%
02/01/2014122GS Goldman Sachs-8.31%$280.24$468.76$57,18967.27%13.73%
02/01/2014278JPM JPMorgan Chase & Co-7.39%$102.53$211.80$58,880106.57%14.13%
02/01/2014137MCO Moody`s Corp-5.15%$106.79$419.59$57,484292.92%13.80%
02/01/2014570MS Morgan Stanley-8.48%$69.76$98.78$56,30541.59%13.52%
02/01/2014100MTB M&T Bank Corp-5.26%$115.51$154.76$15,47633.98%3.71%
14/01/2014107UNH UnitedHealth Group Inc0.58%$145.36$543.59$58,164273.95%13.96%
14/01/201413,295Liquidez   0.00%1.00€1.00€13,295€0.00%3.50%
EUR/USD: 1.09687    GBP/EUR: 1.1800 Valor Cartera: $416,594 379,802€ 100%

 # RatiosZapatoS&P500
Rentabilidad:
280.09%
194.67%
Rent. Anualizada:12.45%9.96%
Std (Volatilidad):19.6017.21
Sharpe:0.430.35
Beta:0.451.00
Alfa de Jensen:0.580.00
Drawdown:30.4433.92



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