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IBEX 11,481 0.88% sube  
EUROSTOXX50 4,869 0.01% sube  
FTSE 8,093 -0.21% sube  
DAX 19,916 0.62% sube  
   



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  BolsiaCoins 0 Bolsiacoins  $Xlt7NWgKeG4DP0
 # KOSTOLANY Portfolio       Currency:EURTop 25: 691
Visit KOSTOLANY
Look
Start:09/11/2024 Day Return:
0.00%
Day Rank:330
Days: 103 Month Return:
-3.63%
Month Rank:1262
Last:2024-12-06 Year Return:
0.00%
Year Rank:661
Visits:66 All Time Return:
12.12%
All Time Rank:707


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
3.60%
0.01%
12.31%
-3.63%
12.12%
7.96%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/10/2024117BNTX BioNTech SE0.02%$120.56$113.07$13,229-6.21%11.31%
10/11/20248CAT Caterpillar Inc0.08%$401.59$366.26$2,930-8.80%2.50%
09/11/202432IVV iShares S&P 500 Index Fund0.09%$545.37$593.60$18,9958.84%16.24%
09/12/202458PWR Quanta Services Inc0.09%$263.34$328.61$19,05924.78%16.29%
09/12/202447SHW Sherwin-Williams Co-The0.06%$371.77$345.47$16,237-7.08%13.88%
09/12/202432SPY SPDR S&P 500 ETF0.09%$554.98$590.91$18,9096.47%16.17%
10/11/202416TT Trane Technologies plc0.02%$399.19$377.28$6,036-5.49%5.16%
09/11/2024201WMT Wal-Mart Stores Inc-0.01%$78.02$92.25$18,54218.24%15.85%
09/11/20242,910Cash   0.00%1.00€1.00€2,910€0.00%2.60%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $116,975 112,124€ 100%

 # PerformanceKOSTOLANYS&P500
Return:
12.12%
7.96%
Annualized Return:49.43%30.85%
Std (Volatility):12.9511.35
Sharpe:3.512.37
Beta:0.791.00
Jensen Alpha:2.420.00
Drawdown:4.373.23



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