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 # Marcap Portfolio       Currency:EURTop 25: 206
Visit Marcap
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Start:11/09/2022 Day Return:
0.00%
Day Rank:957
Days: 674 Month Return:
0.30%
Month Rank:232
Last:2024-07-12 Year Return:
0.00%
Year Rank:74
Visits:208 All Time Return:
6.03%
All Time Rank:426


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2022
    
    
    
    
    
    
    
    
    
    
1.54%
-3.40%
-1.91%
-0.87%
2023
-1.51%
-0.95%
-6.80%
-0.48%
-2.74%
-1.20%
3.00%
-4.05%
-1.12%
-3.08%
3.69%
3.53%
-11.60%
24.54%
2024
1.50%
-1.29%
5.43%
-0.05%
2.51%
-1.13%
12.44%
1.33%
0.32%
    
    
    
22.30%
16.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/09/2022206BSX Boston Scientific Corp0.00%$41.88$82.87$17,07197.89%14.62%
11/09/2022258CMS CMS Energy Corp0.00%$56.78$69.22$17,85921.90%15.29%
11/09/2022157DUK Duke Energy Corp0.00%$93.95$116.17$18,23923.66%15.62%
11/09/20221,181HBAN Huntington Bancshares Inc-OH-0.01%$14.97$14.21$16,782-5.09%14.37%
11/09/2022473PFE Pfizer Inc0.00%$38.72$29.63$14,015-23.47%12.00%
11/09/2022642RF Regions Financial Corp0.00%$22.64$21.99$14,118-2.85%12.09%
11/09/2022222XEL Xcel Energy Inc0.00%$66.09$63.85$14,175-3.38%12.14%
11/09/20224,109Cash   0.00%1.00€1.00€4,109€0.00%3.87%
EUR/USD: 1.10121    GBP/EUR: 1.1800 Portfolio Value: $116,783 106,050€ 100%

 # PerformanceMarcapS&P500
Return:
6.05%
43.97%
Annualized Return:3.21%21.68%
Std (Volatility):14.5214.05
Sharpe:-0.051.26
Beta:0.201.00
Jensen Alpha:-0.430.00
Drawdown:22.599.86



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