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 # UncleKirby Portfolio       Currency:EURTop 25: 122
Visit UncleKirby
Look
Start:01/11/2023 Day Return:
0.00%
Day Rank:1329
Days: 712 Month Return:
2.96%
Month Rank:235
Last:2024-12-16 Year Return:
0.00%
Year Rank:241
Visits:1210 All Time Return:
73.18%
All Time Rank:260


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
5.28%
0.35%
8.79%
-5.04%
6.74%
5.54%
7.22%
-3.85%
-0.72%
-5.68%
8.79%
5.96%
36.83%
21.47%
2024
-2.26%
3.42%
2.61%
-3.42%
5.14%
2.13%
3.28%
-1.19%
2.42%
0.71%
8.55%
2.96%
26.57%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/11/202363AAPL Apple Inc.0.06%$180.90$254.59$16,03940.73%8.88%
01/11/2023240BABA Alibaba Group Holding Limited0.00%$100.75$82.37$19,769-18.24%10.94%
01/23/2023261D Dominion Resources Inc-VA0.01%$63.05$53.65$14,003-14.91%7.75%
02/10/2023130GOOG Google Inc0.06%$94.99$192.93$25,081103.11%13.88%
01/11/2023498INTC Intel Corp0.01%$29.15$19.52$9,721-33.04%5.38%
06/08/202398JPM JPMorgan Chase & Co0.06%$140.24$237.70$23,29569.49%12.89%
02/03/2023130MDT Medtronic Inc0.01%$81.71$81.01$10,531-0.86%5.83%
01/11/202323META Meta-0.04%$132.40$583.55$13,422340.75%7.43%
01/23/2023113QCOM Qualcomm0.03%$123.14$152.93$17,28124.19%9.56%
01/11/202366TSLA Tesla Motors-0.04%$121.26$420.60$27,760246.87%15.36%
01/11/20233,618Cash   0.00%1.00€1.00€3,618€0.00%2.09%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $180,675 173,183€ 100%

 # PerformanceUncleKirbyS&P500
Return:
73.18%
51.38%
Annualized Return:32.46%23.64%
Std (Volatility):18.9212.84
Sharpe:1.501.53
Beta:0.821.00
Jensen Alpha:1.240.00
Drawdown:11.799.86



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