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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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 # Jose05 Portfolio       Currency:EURTop 25: 512
Visit Jose05
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Start:04/27/2024 Day Return:
0.00%
Day Rank:455
Days: 240 Month Return:
-0.34%
Month Rank:689
Last:2024-11-13 Year Return:
0.00%
Year Rank:472
Visits:227 All Time Return:
17.23%
All Time Rank:541


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
-1.02%
3.19%
2.46%
5.14%
0.71%
1.98%
1.85%
2.21%
-0.34%
17.23%
16.41%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/29/202456AMGN Amgen Inc-0.06%$274.13$263.50$14,756-3.88%12.06%
04/29/202418NOW ServiceNow0.31%$719.97$1090.32$19,62651.44%16.05%
04/29/2024614PFE Pfizer Inc0.01%$25.78$26.37$16,1912.29%13.24%
04/29/2024147PM Philip Morris International Inc0.02%$95.23$124.19$18,25630.41%14.93%
04/29/2024444PRX.AS Prosus0.00%31.74€39.84€17,689€25.53%15.09%
04/29/202481SIE.DE SIEMENS0.02%178.16€189.38€15,340€6.30%13.08%
04/29/202463UNP Union Pacific0.03%$242.60$226.31$14,258-6.72%11.66%
04/29/20244,564Cash   0.00%1.00€1.00€4,564€0.00%3.89%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $122,305 117,234€ 100%

 # PerformanceJose05S&P500
Return:
17.23%
16.41%
Annualized Return:27.23%25.87%
Std (Volatility):12.3813.14
Sharpe:1.881.66
Beta:0.451.00
Jensen Alpha:1.340.00
Drawdown:5.78.19



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