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FTSE 8,093 -0.21% sube  
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 # Beatriz Portfolio       Currency:EURTop 25: 673
Visit Beatriz
Look
Start:09/02/2024 Day Return:
0.00%
Day Rank:866
Days: 112 Month Return:
-3.36%
Month Rank:1227
Last:2024-10-01 Year Return:
0.00%
Year Rank:643
Visits:80 All Time Return:
12.48%
All Time Rank:683


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
4.09%
0.68%
11.06%
-3.36%
12.48%
5.06%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/06/202457AXP American Express Co0.06%$255.80$298.80$17,03216.81%14.51%
09/05/202438CMI Cummins Inc0.03%$297.64$351.83$13,37018.21%11.39%
09/04/202413COST Costco Wholesale Corp0.05%$879.65$953.88$12,4008.44%10.57%
09/06/202439GD General Dynamics Corp0.05%$295.87$263.67$10,283-10.88%8.76%
09/04/2024163MDLZ Mondelez International Inc0.00%$72.34$59.38$9,679-17.92%8.25%
09/06/202483ORCL Oracle Corp0.02%$142.80$169.77$14,09118.89%12.01%
09/04/2024129TXT Textron Inc0.01%$88.90$76.89$9,919-13.51%8.45%
09/04/202442V Visa Inc0.04%$278.94$317.77$13,34613.92%11.37%
09/05/2024152WMT Wal-Mart Stores Inc-0.01%$77.29$92.25$14,02219.36%11.95%
09/05/20243,068Cash   0.00%1.00€1.00€3,068€0.00%2.73%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $117,342 112,477€ 100%

 # PerformanceBeatrizS&P500
Return:
12.48%
5.06%
Annualized Return:46.20%17.29%
Std (Volatility):14.7712.33
Sharpe:2.861.08
Beta:0.741.00
Jensen Alpha:3.240.00
Drawdown:4.194.2



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