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IBEX 11,481 0.88% sube  
EUROSTOXX50 4,869 0.01% sube  
FTSE 8,093 -0.21% sube  
DAX 19,916 0.62% sube  
   



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 # Jose02 Portfolio       Currency:EURTop 25: 608
Visit Jose02
Look
Start:04/27/2024 Day Return:
0.00%
Day Rank:525
Days: 240 Month Return:
-5.11%
Month Rank:1406
Last:2024-11-11 Year Return:
0.00%
Year Rank:568
Visits:281 All Time Return:
14.49%
All Time Rank:621


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
-0.88%
1.19%
5.14%
0.43%
-0.03%
2.81%
1.59%
9.12%
-5.11%
14.49%
16.41%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/29/202494ABBV AbbVie0.04%$158.94$175.72$16,51810.56%13.83%
04/29/2024413BAC Bank of America Corp0.01%$37.98$44.16$18,23816.26%15.27%
04/29/202420COST Costco Wholesale Corp0.05%$725.55$953.88$19,07831.47%15.97%
04/29/202493CVX Chevron Corp0.02%$166.01$142.75$13,276-14.01%11.11%
04/29/202445HD Home Depot Inc0.09%$335.36$392.66$17,67017.09%14.79%
04/29/2024118MRK Merck & Co Inc-0.01%$131.39$98.13$11,579-25.31%9.69%
04/29/2024104ORCL Oracle Corp0.02%$117.26$169.77$17,65644.78%14.78%
04/29/20245,205Cash   0.00%1.00€1.00€5,205€0.00%4.55%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $119,444 114,491€ 100%

 # PerformanceJose02S&P500
Return:
14.49%
16.41%
Annualized Return:22.75%25.87%
Std (Volatility):12.9013.14
Sharpe:1.451.66
Beta:0.581.00
Jensen Alpha:0.610.00
Drawdown:7.898.19



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