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 # Ohara Portfolio       Currency:EURTop 25: 178
Visit Ohara
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Start:11/03/2011 Day Return:
-0.10%
Day Rank:960
Days: 4724 Month Return:
0.27%
Month Rank:479
Last:2024-09-04 Year Return:
0.00%
Year Rank:138
Visits:4084 All Time Return:
171.93%
All Time Rank:163


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
-0.51%
0.30%
-0.22%
-0.28%
2012
13.79%
8.10%
-6.29%
-11.73%
-3.59%
4.90%
0.07%
8.83%
0.64%
-3.38%
-2.93%
20.97%
27.96%
13.41%
2013
4.83%
-3.29%
-0.85%
-1.94%
9.32%
-8.09%
8.29%
-0.29%
9.05%
4.71%
-0.46%
-2.17%
18.91%
29.60%
2014
1.11%
-0.42%
-0.25%
0.09%
2.60%
0.20%
-0.77%
7.19%
0.56%
-0.50%
1.83%
-0.54%
11.38%
11.39%
2015
2.30%
2.99%
3.44%
-3.02%
0.02%
-3.07%
3.80%
-7.84%
-3.70%
5.67%
3.17%
-6.76%
-4.04%
-0.73%
2016
-1.98%
0.00%
1.64%
2.31%
1.41%
-0.46%
1.48%
-0.92%
-0.42%
1.99%
-0.28%
2.85%
7.78%
9.54%
2017
-0.30%
1.75%
0.69%
-0.62%
0.53%
-1.09%
-0.42%
1.02%
0.42%
0.81%
-0.34%
-0.18%
2.26%
15.21%
2018
0.63%
-0.34%
-0.18%
1.52%
2.27%
0.81%
1.20%
-0.48%
0.38%
-1.88%
1.73%
-4.04%
1.46%
-2.81%
2019
3.28%
0.61%
0.36%
0.19%
-2.21%
0.14%
-0.96%
-0.93%
2.00%
1.31%
2.08%
0.96%
6.92%
28.88%
2020
-0.98%
-3.82%
-5.22%
2.23%
-1.61%
-1.40%
1.99%
1.71%
-1.26%
1.12%
1.77%
0.47%
-5.17%
15.96%
2021
2.15%
1.02%
2.35%
0.74%
1.69%
1.45%
0.47%
0.64%
-0.99%
1.21%
1.99%
0.30%
13.77%
27.22%
2022
0.65%
2.33%
4.23%
-0.33%
-1.22%
-5.14%
2.45%
-2.00%
-2.92%
1.06%
1.46%
-1.41%
-1.21%
-19.79%
2023
1.37%
1.22%
-0.41%
2.77%
-0.09%
2.26%
-1.28%
3.25%
-1.18%
-3.25%
3.30%
-0.34%
7.63%
24.54%
2024
3.05%
2.45%
2.91%
0.25%
2.59%
-0.69%
3.15%
1.80%
4.45%
0.29%
    
    
22.06%
20.58%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/21/201492BRK-B Berkshire Hathaway Inc-0.01%$125.52$454.64$41,827262.20%14.00%
06/21/20249COST Costco Wholesale Corp0.07%$849.38$883.68$7,9534.04%2.66%
05/16/2024943ENR.DE Siemens Energy AG0.00%24.85€35.46€33,439€42.71%12.28%
05/16/20241,000PRX.AS Prosus0.00%36.66€40.23€40,230€9.74%14.77%
05/16/2024200QCOM Qualcomm0.02%$194.31$166.84$33,368-14.14%11.17%
05/16/2024154SU.PA SCHNEIDER0.02%235.40€238.70€36,760€1.40%13.49%
11/06/2013287THC Tenet Healthcare Corp-0.03%$43.91$149.27$42,840239.91%14.34%
05/16/2024221TXRH Texas Roadhouse Inc0.03%$169.34$178.97$39,5525.69%13.24%
05/16/202411,012Cash   0.00%1.00€1.00€11,012€0.00%4.04%
EUR/USD: 1.09658    GBP/EUR: 1.1900 Portfolio Value: $298,710 272,402€ 100%

 # PerformanceOharaS&P500
Return:
171.68%
355.19%
Annualized Return:7.81%12.07%
Std (Volatility):13.2016.45
Sharpe:0.290.49
Beta:0.321.00
Jensen Alpha:0.120.00
Drawdown:27.8333.92



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