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IBEX 11,810 0.15% sube  
EUROSTOXX50 5,016 0.24% sube  
FTSE 8,242 -0.04% sube  
DAX 20,348 1.35% sube  
   



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  BolsiaCoins 0 Bolsiacoins  $4Twp5zYzysOqNd
 # FIN03 Portfolio       Currency:EURTop 25: 964
Visit FIN03
Look
Start:04/01/2024 Day Return:
-0.10%
Day Rank:1339
Days: 283 Month Return:
0.78%
Month Rank:1000
Last:2024-06-03 Year Return:
0.00%
Year Rank:1002
Visits:245 All Time Return:
14.68%
All Time Rank:659


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
-0.70%
3.55%
-0.65%
4.44%
-0.91%
-1.38%
2.04%
8.83%
-1.71%
13.80%
11.98%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/01/202459CB Chubb Corp0.01%$258.15$268.74$15,8564.10%13.36%
05/28/2024301GM General Motors-0.02%$43.87$51.98$15,64618.48%13.18%
04/02/20241,840HSBA.L HSBC0.02%£6.27£7.75£17,25023.62%15.04%
04/01/202475MMC Marsh & McLennan0.00%$204.40$209.97$15,7482.72%13.27%
04/01/20241,546MUFG Mitsubishi UFJ Financial Group, Inc.0.00%$9.96$12.11$18,72221.57%15.78%
04/01/2024261TD Toronto Dominion Bank (The)0.00%$60.31$54.66$14,266-9.37%12.02%
04/01/2024510UBS UBS Group AG Registered0.00%$30.47$32.47$16,5606.55%13.95%
04/01/20243,903Cash   0.00%1.00€1.00€3,903€0.00%3.40%
EUR/USD: 1.03455    GBP/EUR: 1.2100 Portfolio Value: $118,681 114,717€ 100%

 # PerformanceFIN03S&P500
Return:
14.72%
12.47%
Annualized Return:19.30%16.30%
Std (Volatility):13.0813.18
Sharpe:1.170.93
Beta:0.421.00
Jensen Alpha:1.010.00
Drawdown:8.068.19



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