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 # MAD03 Portfolio       Currency:EURTop 25: 159
Visit MAD03
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Start:09/28/2022 Day Return:
0.40%
Day Rank:867
Days: 717 Month Return:
-0.50%
Month Rank:694
Last:2024-07-12 Year Return:
0.00%
Year Rank:72
Visits:481 All Time Return:
25.05%
All Time Rank:313


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2022
    
    
    
    
    
    
    
    
-2.74%
13.51%
-1.81%
-5.12%
2.85%
4.81%
2023
-3.19%
0.89%
-0.30%
2.89%
-1.23%
1.79%
1.00%
-1.99%
-2.04%
-2.81%
1.52%
2.07%
-1.62%
24.54%
2024
0.34%
1.15%
3.01%
-0.91%
0.39%
0.15%
9.85%
8.55%
-0.34%
    
    
    
23.80%
18.32%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/28/202243BRK-B Berkshire Hathaway Inc-0.02%$272.28$449.92$19,34765.24%13.94%
09/28/2022258K Kellogg Co0.00%$69.76$80.66$20,81015.63%14.99%
09/28/202260MCD McDonald`s Corp0.01%$237.17$295.07$17,70424.41%12.75%
09/28/2022163MMM 3M Co0.01%$111.91$132.51$21,59918.41%15.56%
09/28/202283MO Altria Group Inc0.00%$41.53$52.88$4,38927.34%3.16%
09/28/2022957PCG PG&E Corp0.00%$12.68$19.73$18,88255.55%13.60%
09/28/202287PEP PepsiCo Inc-NC0.00%$168.84$177.40$15,4345.07%11.12%
02/26/2024198WMT Wal-Mart Stores Inc0.01%$67.02$80.43$15,92520.01%11.47%
02/26/20244,262Cash   0.00%1.00€1.00€4,262€0.00%3.40%
EUR/USD: 1.10820    GBP/EUR: 1.1800 Portfolio Value: $138,813 125,260€ 100%

 # PerformanceMAD03S&P500
Return:
25.26%
54.45%
Annualized Return:12.13%24.73%
Std (Volatility):12.6615.10
Sharpe:0.641.37
Beta:0.201.00
Jensen Alpha:0.400.00
Drawdown:15.019.86



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