28.57% Return, Capa portfolio on Bolsia.com

Login

0 Bolsiacoins $AqBk6CEWUsCkSd

# Capa Portfolio Currency:EURTop 25: 188

Start:	03/09/2023		Day Return:	0.00%		Day Rank:	1260
Days:	654		Month Return:	1.82%		Month Rank:	354
Last:	2024-11-01		Year Return:	0.00%		Year Rank:	109
Visits:	674		All Time Return:	28.57%		All Time Rank:	355

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2023			-15.61%	-1.65%	1.46%	4.27%	6.36%	1.10%	-1.25%	-2.80%	10.14%	-3.97%	-4.15%	18.83%
2024	1.95%	0.43%	15.84%	4.35%	5.82%	-8.34%	14.88%	-1.29%	0.34%	-0.17%	-3.38%	1.82%	34.14%	24.62%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
03/09/2023	1,992	BBVA.MC	0.00%	7.83�	9.31�	18,546�	18.93%	14.42%
03/09/2023	2,000	BKT.MC	0.00%	6.79�	7.35�	14,700�	8.28%	11.43%
03/09/2023	75	BNP.PA	0.00%	62.98�	57.51�	4,313�	-8.68%	3.35%
03/09/2023	3,000	CABK.MC	0.00%	4.07�	5.11�	15,330�	25.41%	11.92%
03/09/2023	765	GLE.PA	0.00%	24.46�	26.74�	20,456�	9.32%	15.91%
03/09/2023	1,000	INGA.AS	0.00%	13.07�	14.71�	14,710�	12.59%	11.44%
03/09/2023	10,000	SAB.MC	0.00%	1.30�	1.85�	18,500�	42.14%	14.39%
03/09/2023	4,000	SAN.MC	0.00%	3.79�	4.37�	17,480�	15.17%	13.60%
03/09/2023	4,535	Cash	0.00%	1.00�	1.00�	4,535�	0.00%	3.53%
EUR/USD: 1.04326 GBP/EUR: 1.2000				Portfolio Value:		$134,132	128,570�	100%

# Performance	Capa	S&P500
Return:	28.57%	48.09%
Annualized Return:	15.03%	24.46%
Std (Volatility):	23.06	12.41
Sharpe:	0.48	1.65
Beta:	0.57	1.00
Jensen Alpha:	-0.06	0.00
Drawdown:	21.1	9.86

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo