15.34% Return, Macresval portfolio on Bolsia.com

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# Macresval Portfolio Currency:EURTop 25: 1651

Start:	09/28/2024		Day Return:	0.00%		Day Rank:	693
Days:	408		Month Return:	-1.89%		Month Rank:	1836
Last:	2025-04-08		Year Return:	0.00%		Year Rank:	1699
Visits:	162		All Time Return:	15.34%		All Time Rank:	1469

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									0.20%	-1.25%	5.72%	4.54%	9.35%	2.65%
2025	4.41%	-1.94%	-10.50%	-4.97%	5.42%	0.21%	2.66%	1.60%	6.82%	4.89%	-1.89%		5.47%	15.44%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/01/2024	70	AAPL	-0.48%	$233.26	$268.42	$18,789	15.07%	14.09%
09/30/2024	21	ASML.AS	-0.92%	747.84�	917.90�	19,276�	22.74%	16.71%
12/23/2024	54	GOOG	-1.98%	$177.00	$279.63	$15,100	57.99%	11.32%
10/01/2024	31	IVV	0.12%	$577.44	$674.27	$20,902	16.77%	15.67%
09/30/2024	25	META	0.45%	$569.10	$621.60	$15,540	9.22%	11.65%
10/22/2024	9	MTX.DE	-2.33%	311.93�	369.40�	3,325�	18.42%	2.88%
09/30/2024	315	RNO.PA	-2.12%	38.65�	33.72�	10,622�	-12.76%	9.21%
10/01/2024	31	SPY	0.10%	$574.66	$670.92	$20,799	16.75%	15.59%
10/01/2024	3,324	Cash	0.00%	1.00�	1.00�	3,324�	0.00%	2.88%
EUR/USD: 1.15659 GBP/EUR: 1.1300				Portfolio Value:		$133,399	115,339�	100%

# Performance	Macresval	S&P500
Return:	15.34%	18.50%
Annualized Return:	13.58%	16.35%
Std (Volatility):	20.01	15.75
Sharpe:	0.48	0.78
Beta:	0.67	1.00
Jensen Alpha:	0.13	0.00
Drawdown:	24.93	18.46

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