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 # Joseramon Portfolio       Currency:EURTop 25: 414
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Start:11/10/2022 Day Return:
-0.43%
Day Rank:803
Days: 782 Month Return:
-2.31%
Month Rank:1066
Last:2024-12-05 Year Return:
0.00%
Year Rank:984
Visits:796 All Time Return:
41.90%
All Time Rank:286


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2022
    
    
    
    
    
    
    
    
    
    
0.96%
-12.42%
-11.58%
-2.00%
2023
11.63%
-3.25%
9.07%
-3.66%
7.93%
1.28%
5.01%
0.96%
-1.67%
-1.77%
12.96%
5.15%
50.90%
24.54%
2024
2.02%
3.07%
3.24%
-6.44%
-0.72%
6.69%
-2.68%
-4.13%
0.19%
0.21%
8.02%
-1.89%
6.81%
24.30%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/10/202245ADSK Autodesk Inc0.05%$217.88$297.50$13,38836.54%9.04%
11/10/202245AMT American Tower Corp-0.02%$219.46$180.22$8,110-17.88%5.47%
11/10/202266CRM Salesforce.com0.04%$154.32$337.44$22,271118.66%15.03%
11/10/2022110GOOG Google Inc0.02%$93.57$193.09$21,240106.36%14.34%
11/10/2022444INTC Intel Corp0.00%$29.01$19.95$8,858-31.24%5.98%
11/10/202230INTU Intuit Inc-0.02%$393.78$631.17$18,93560.28%12.78%
11/10/2022140MCHP Microchip Technology Inc0.00%$71.67$57.35$8,029-19.98%5.42%
11/10/202254MSFT Microsoft Corp0.00%$239.04$426.11$23,01078.26%15.53%
11/10/2022300WDC Western Digital Corp0.00%$37.28$59.88$17,96460.61%12.13%
11/10/20226,105Cash   0.00%1.00€1.00€6,105€0.00%4.28%
EUR/USD: 1.03957    GBP/EUR: 1.2100 Portfolio Value: $148,151 142,512€ 100%

 # PerformanceJoseramonS&P500
Return:
42.51%
51.70%
Annualized Return:17.93%21.41%
Std (Volatility):20.1713.62
Sharpe:0.691.28
Beta:0.761.00
Jensen Alpha:0.070.00
Drawdown:15.529.86



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