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 # Cartera Enriq       Currency:EURTop 25: 248
Accede a la Cartera Enriq
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Inicio:20/01/2014 Rent. Día:
0.70%
Ranking Día:214
Días: 3960 Rent. Mes:
6.25%
Ranking Mes:770
Last:2024-07-18 Rent. Año:
0.00%
Ranking Año:248
Visitas:3006 Rent. Total:
178.83%
Ranking Total:175


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-5.34%
1.45%
-1.72%
-1.47%
2.12%
0.54%
-4.07%
1.77%
1.99%
-0.49%
5.17%
-3.56%
-4.05%
11.98%
2015
7.47%
4.98%
3.27%
-0.79%
0.54%
-2.16%
7.64%
-4.99%
0.42%
7.84%
4.61%
-2.11%
28.97%
-0.73%
2016
-3.29%
-0.98%
1.94%
2.26%
2.03%
2.42%
4.40%
0.26%
0.79%
-0.72%
-1.17%
3.34%
11.59%
9.54%
2017
0.79%
3.60%
2.53%
1.66%
-0.15%
-2.78%
1.26%
-0.55%
1.24%
2.26%
1.51%
-0.30%
11.48%
15.21%
2018
2.58%
-0.16%
-0.55%
3.65%
0.99%
0.31%
1.92%
3.40%
-0.36%
-4.45%
0.54%
-4.57%
2.95%
-2.81%
2019
5.30%
0.36%
2.22%
2.72%
-0.02%
3.20%
2.23%
-0.52%
0.64%
0.07%
0.96%
0.08%
18.49%
28.88%
2020
2.16%
-4.76%
-2.92%
5.17%
1.90%
0.93%
2.87%
1.73%
-0.70%
0.61%
0.11%
-0.98%
5.90%
16.26%
2021
-0.09%
-1.84%
1.83%
1.76%
-1.26%
3.26%
2.09%
-0.35%
1.37%
0.90%
4.51%
-0.42%
12.19%
27.24%
2022
-5.37%
1.51%
4.74%
-2.29%
-6.19%
-3.67%
4.67%
2.05%
-4.79%
-0.88%
0.81%
-4.52%
-13.80%
-20.01%
2023
5.10%
-1.39%
1.39%
0.44%
2.16%
1.95%
1.54%
0.93%
-1.07%
-0.15%
2.44%
1.85%
16.12%
24.54%
2024
1.45%
3.52%
1.31%
0.32%
2.44%
0.98%
1.13%
0.20%
1.79%
3.17%
6.67%
    
25.36%
24.95%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
23/01/2014155ADS.DE ADIDAS-0.03%135.80€209.80€32,519€54.49%11.62%
06/06/2022221AMZN Amazon.com-0.05%$124.79$198.33$43,83158.93%15.04%
12/07/202440AVGO Broadcom Inc-0.02%$167.69$163.94$6,558-2.24%2.25%
23/01/201446COST Costco Wholesale Corp0.23%$113.37$955.85$43,969743.11%15.08%
08/07/2024183CVNA Carvana Inc.0.04%$131.37$248.37$45,45289.06%15.59%
01/07/202488MSFT Microsoft Corp-0.07%$452.05$412.83$36,329-8.68%12.46%
28/06/20242,530REP.MC Repsol0.00%14.66€11.83€29,930€-19.32%10.69%
05/07/2024357TJX TJX Cos Inc0.00%$113.11$119.75$42,7515.87%14.66%
05/07/20247,293Liquidez   0.00%1.00€1.00€7,293€0.00%2.61%
EUR/USD: 1.04136    GBP/EUR: 1.2000 Valor Cartera: $291,516 279,937€ 100%

 # RatiosEnriqS&P500
Rentabilidad:
179.94%
223.52%
Rent. Anualizada:9.65%11.08%
Std (Volatilidad):9.7817.07
Sharpe:0.580.41
Beta:0.251.00
Alfa de Jensen:0.390.00
Drawdown:15.6933.92



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