12.62% Return, Mom15 portfolio on Bolsia.com

Login

0 Bolsiacoins $gr3uoRoBqBdKXb

# Mom15 Portfolio Currency:EURTop 25: 1097

Start:	08/05/2024		Day Return:	0.00%		Day Rank:	1269
Days:	154		Month Return:	0.37%		Month Rank:	1232
Last:	2024-08-05		Year Return:	0.00%		Year Rank:	1239
Visits:	131		All Time Return:	12.62%		All Time Rank:	727

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								6.17%	2.64%	-2.02%	6.88%	-1.68%	12.20%	10.07%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/05/2024	68	AAPL	0.00%	$209.17	$243.30	$16,544	16.32%	14.25%
08/05/2024	123	ANA.MC	0.01%	115.03�	113.80�	13,997�	-1.07%	12.43%
08/05/2024	56	MCD	0.02%	$277.01	$294.78	$16,508	6.41%	14.22%
08/05/2024	37	MSI	0.01%	$406.36	$461.50	$17,076	13.57%	14.71%
08/05/2024	57	MTX.DE	-0.04%	249.68�	316.40�	18,035�	26.72%	16.01%
08/05/2024	351	QIA.DE	0.00%	41.56�	43.47�	15,258�	4.60%	13.55%
08/05/2024	511	VNA.DE	-0.01%	28.29�	29.16�	14,901�	3.07%	13.23%
08/05/2024	1,802	Cash	0.00%	1.00�	1.00�	1,802�	0.00%	1.60%
EUR/USD: 1.03092 GBP/EUR: 1.2000				Portfolio Value:		$116,099	112,617�	100%

# Performance	Mom15	S&P500
Return:	12.62%	11.16%
Annualized Return:	32.29%	28.28%
Std (Volatility):	9.78	13.70
Sharpe:	2.89	1.77
Beta:	0.27	1.00
Jensen Alpha:	2.17	0.00
Drawdown:	4.93	4.2

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo