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 # Warren-Buffe Portfolio       Currency:EURTop 25: 1162
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Start:09/13/2024 Day Return:
-0.10%
Day Rank:2042
Days: 317 Month Return:
6.49%
Month Rank:157
Last:2025-07-21 Year Return:
0.00%
Year Rank:1183
Visits:222 All Time Return:
16.50%
All Time Rank:912


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
1.41%
6.63%
4.14%
0.35%
12.99%
4.68%
2025
-0.73%
-0.65%
-10.42%
-5.02%
11.53%
3.46%
6.49%
    
    
    
    
    
3.10%
8.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/14/20241,408AAL American Airlines Group0.35%$11.09$11.50$16,1923.67%11.84%
09/16/2024107ANA.MC ACCIONA1.71%126.02€172.20€18,425€36.64%15.82%
09/13/202458AXP American Express Co0.60%$259.77$310.10$17,98619.37%13.15%
09/16/20242,208BPE.MI Banca Pop Emilia Romagna0.80%4.89€7.85€17,333€60.68%14.88%
12/09/2024209DTE.DE Deutsche Telekom-1.09%31.72€31.67€6,619€-0.17%5.68%
09/16/2024884FUR.AS Fugro-0.56%18.55€12.55€11,094€-32.36%9.52%
09/14/2024128IRM Iron Mountain Inc0.09%$116.84$98.86$12,654-15.39%9.25%
09/14/2024127NVDA NVIDIA Corp0.04%$119.20$173.80$22,07345.80%16.14%
09/14/20244,346Cash   0.00%1.00€1.00€4,346€0.00%3.73%
EUR/USD: 1.17419    GBP/EUR: 1.1400 Portfolio Value: $136,793 116,500€ 100%

 # PerformanceWarren-BuffeS&P500
Return:
16.50%
13.50%
Annualized Return:19.16%15.65%
Std (Volatility):20.9817.03
Sharpe:0.720.68
Beta:0.721.00
Jensen Alpha:0.680.00
Drawdown:25.6118.46



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