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 # Ohara Portfolio       Currency:EURTop 25: 205
Visit Ohara
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Start:11/03/2011 Day Return:
0.00%
Day Rank:60
Days: 4937 Month Return:
2.82%
Month Rank:846
Last:2025-04-22 Year Return:
0.00%
Year Rank:454
Visits:4278 All Time Return:
196.57%
All Time Rank:140


 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%
1.76%
7.45%
-4.03%
27.71%
23.71%
2025
5.96%
-0.75%
-4.12%
0.37%
2.77%
    
    
    
    
    
    
    
4.01%
-3.70%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/21/201492BRK-B Berkshire Hathaway Inc-5.12%$125.52$512.75$47,173308.49%14.15%
06/21/202418COST Costco Wholesale Corp0.65%$918.15$1014.69$18,26410.51%5.48%
05/16/2024659ENR.DE Siemens Energy AG1.02%24.51€73.22€48,252€198.75%16.28%
05/16/20241,000PRX.AS Prosus-0.39%36.66€42.97€42,970€17.22%14.49%
05/16/2024256QCOM Qualcomm-0.26%$186.93$139.48$35,707-25.38%10.71%
05/16/2024154SU.PA SCHNEIDER-1.23%235.40€213.15€32,825€-9.45%11.07%
11/06/2013287THC Tenet Healthcare Corp0.68%$43.91$149.03$42,772239.36%12.83%
05/16/2024221TXRH Texas Roadhouse Inc-0.37%$169.34$171.20$37,8351.10%11.35%
05/16/202410,740Cash   0.00%1.00€1.00€10,740€0.00%3.62%
EUR/USD: 1.12428    GBP/EUR: 1.1700 Portfolio Value: $333,290 296,447€ 100%

 # PerformanceOharaS&P500
Return:
195.66%
349.73%
Annualized Return:8.12%11.44%
Std (Volatility):13.7716.56
Sharpe:0.300.45
Beta:0.341.00
Jensen Alpha:0.160.00
Drawdown:27.8333.92



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