Mirmix

Duplicate portfolio
Author mir
Number of securities 3
Total assets 3,891.39€
Yield (MWRR) 29.45% (885.27€)

Securities in this portfolio

Asset class

Equity 99.74%
Cash 0.26%
Bonds 0.00%
Other 0.00%
Crypto 0.00%
Deposit 0.00%
Commodities 0.00%
Real Estate 0.00%
Money Market 0.00%

Broker fees

Average TER
0.00%
The author of this portfolio didn't add broker fees

Currencies

USD 54.62%
EUR 45.38%

Risks summary

Currency

54.62%

Specific

54.76%

Sistemic

54.62%

Liquidity

0.00%

Total assets ( 3,891.39 EUR of wich 9.96 EUR in cash )

Yields (MWRR TWRR Over time)

Yields detail (MWRR)

Cumulative yield

29.45%

30 days yield

3.36%

90 days yield

-3.76%

YTD yield

20.31%

Annualized yields (MWRR)

Top countries

Flag
United States
54.62%
Flag
Italy
45.12%

Top sectors

Health Care
54.62%
Consumer Cyclical
45.12%

Top holdings

Eli Lilly And Company
54.76%
Italian Sea Group
23.75%
Sanlorenzo S.P.A
21.49%

Max drawdown: 11.30%

Volatility

Activities

  • Portfolio has been updated
    Aug. 14, 2023

    Bought shares of Sanlorenzo S.p.A

    • Shares 20.00
      Cost per share 39.00 EUR
      Amount 780.00 EUR

    Bought shares of ITALIAN SEA GROUP

    • Shares 100.00
      Cost per share 7.40 EUR
      Amount 740.00 EUR

    Bought shares of Eli Lilly and Company

    • Shares 3.00
      Cost per share 550.30 EUR
      Amount 1,650.90 EUR

Revenues

2024-05-15 2.67 EUR Eli Lilly and Company
2024-02-14 2.69 EUR Eli Lilly and Company
2023-11-14 2.31 EUR Eli Lilly and Company
2023-08-14 2.3 EUR Eli Lilly and Company

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