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 # Alhergui Portfolio       Currency:EURTop 25: 838
Visit Alhergui
Look
Start:09/12/2024 Day Return:
0.00%
Day Rank:385
Days: 240 Month Return:
1.77%
Month Rank:1483
Last:2025-04-17 Year Return:
0.00%
Year Rank:699
Visits:138 All Time Return:
9.09%
All Time Rank:775


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
2.38%
-3.36%
11.79%
-2.86%
7.45%
5.98%
2025
4.02%
-0.92%
-6.18%
3.17%
1.68%
    
    
    
    
    
    
    
1.43%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/12/2024126ANA.MC ACCIONA1.57%125.84€129.60€16,330€2.99%14.98%
09/14/202467CTAS Cintas Corp0.13%$209.31$211.76$14,1881.17%11.60%
09/12/2024384FER.MC Ferrovial-0.48%37.62€43.62€16,750€15.94%15.37%
09/13/2024881GOLD Barrick Gold Corporation1.25%$20.62$18.64$16,422-9.61%13.42%
09/12/2024387III.L 3i Ord0.71%32.00€42.56€16,471€33.01%15.11%
10/11/2024117ORCL Oracle Corp-0.96%$166.66$149.32$17,470-10.40%14.28%
09/13/202440TSLA Tesla Motors-2.42%$230.09$280.20$11,20821.78%9.16%
12/17/202437WMT Wal-Mart Stores Inc0.59%$94.83$99.34$3,6764.76%3.00%
12/17/20243,350Cash   0.00%1.00€1.00€3,350€0.00%3.07%
EUR/USD: 1.12261    GBP/EUR: 1.1700 Portfolio Value: $122,350 108,987€ 100%

 # PerformanceAlherguiS&P500
Return:
8.99%
2.16%
Annualized Return:13.92%3.29%
Std (Volatility):20.2518.12
Sharpe:0.49-0.04
Beta:0.691.00
Jensen Alpha:1.040.00
Drawdown:17.2918.46



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