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 # Kastre2031 Portfolio       Currency:EURTop 25: 550
Visit Kastre2031
Look
Start:05/31/2024 Day Return:
-0.10%
Day Rank:1276
Days: 218 Month Return:
1.02%
Month Rank:486
Last:2024-11-05 Year Return:
0.00%
Year Rank:491
Visits:175 All Time Return:
16.93%
All Time Rank:562


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
0.01%
0.14%
-1.41%
3.44%
3.13%
7.03%
7.88%
-4.82%
15.76%
12.02%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/09/2024124AFL Aflac Inc-0.01%$101.69$102.38$12,6950.68%10.57%
07/24/2024272BN Brookfield Corporation0.00%$47.55$57.56$15,65621.05%13.04%
07/08/202482CVNA Carvana Inc.-0.01%$129.09$199.57$16,36554.59%13.63%
09/25/20241,329GLEN.L Glencore0.10%£4.06£3.64£5,846-10.45%5.00%
07/01/202420LRCX Lam Research0.10%$1003.35$814.17$16,283-18.85%13.56%
07/11/202430META Meta0.10%$500.22$599.13$17,97419.77%14.97%
06/24/202438MSI Motorola Solutions Inc-0.06%$399.73$459.29$17,45314.90%14.53%
06/14/20242,070RR.L Rolls Royce Holdings plc0.19%£4.89£5.83£14,59219.09%12.48%
06/14/20242,612Cash   0.00%1.00€1.00€2,612€0.00%2.23%
EUR/USD: 1.02724    GBP/EUR: 1.2100 Portfolio Value: $120,105 116,920€ 100%

 # PerformanceKastre2031S&P500
Return:
16.92%
11.73%
Annualized Return:29.76%20.31%
Std (Volatility):14.7413.44
Sharpe:1.751.21
Beta:0.771.00
Jensen Alpha:1.320.00
Drawdown:7.18.19



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