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EUROSTOXX50 4,946 -0.08% sube  
FTSE 8,191 -1.12% sube  
DAX 19,057 1.19% sube  
   



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 # Beatriz Portfolio       Currency:EURTop 25: 607
Visit Beatriz
Look
Start:09/02/2024 Day Return:
-0.16%
Day Rank:939
Days: 37 Month Return:
0.48%
Month Rank:332
Last:2024-10-01 Year Return:
0.00%
Year Rank:595
Visits:15 All Time Return:
4.47%
All Time Rank:618


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
4.09%
0.41%
    
    
4.51%
1.48%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/06/202457AXP American Express Co-0.02%$255.80$269.58$15,3665.39%13.40%
09/05/202438CMI Cummins Inc-0.03%$297.64$326.60$12,4119.73%10.83%
09/04/202413COST Costco Wholesale Corp0.09%$879.65$886.00$11,5180.72%10.05%
09/06/202439GD General Dynamics Corp-0.02%$295.87$295.62$11,529-0.08%10.06%
09/04/2024163MDLZ Mondelez International Inc0.00%$72.34$70.66$11,518-2.33%10.05%
09/06/202483ORCL Oracle Corp0.03%$142.80$173.30$14,38421.36%12.55%
09/04/2024129TXT Textron Inc-0.01%$88.90$84.70$10,926-4.73%9.53%
09/04/202442V Visa Inc0.01%$278.94$275.63$11,576-1.19%10.10%
09/05/2024152WMT Wal-Mart Stores Inc0.00%$77.29$79.29$12,0522.59%10.51%
09/05/20243,068Cash   0.00%1.00€1.00€3,068€0.00%2.94%
EUR/USD: 1.09697    GBP/EUR: 1.1900 Portfolio Value: $114,646 104,511€ 100%

 # PerformanceBeatrizS&P500
Return:
4.51%
1.48%
Annualized Return:52.78%15.12%
Std (Volatility):10.9312.82
Sharpe:4.460.87
Beta:0.431.00
Jensen Alpha:4.400.00
Drawdown:1.154.2



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