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 # Alhergui Portfolio       Currency:EURTop 25: 418
Visit Alhergui
Look
Start:09/12/2024 Day Return:
0.00%
Day Rank:739
Days: 420 Month Return:
-0.52%
Month Rank:1221
Last:2025-09-29 Year Return:
0.00%
Year Rank:336
Visits:290 All Time Return:
39.10%
All Time Rank:588


 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%
7.25%
2.47%
7.14%
-2.14%
8.17%
4.66%
-0.49%
    
29.49%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/12/2024114ANA.MC ACCIONA2.01%125.84€198.00€22,572€57.34%16.22%
09/14/202467CTAS Cintas Corp1.14%$209.31$184.18$12,340-12.01%7.72%
09/12/2024384FER.MC Ferrovial0.97%37.62€54.34€20,867€44.44%15.00%
09/13/2024881GOLD Barrick Gold Corporation1.25%$20.62$18.86$16,616-8.55%10.40%
09/12/2024475III.L 3i Ord-0.71%33.56€43.54€20,682€29.74%14.86%
10/11/202477ORCL Oracle Corp-3.77%$161.52$248.13$19,10653.63%11.96%
09/13/202458TSLA Tesla Motors-5.15%$268.18$444.19$25,76365.63%16.13%
12/17/202480WMT Wal-Mart Stores Inc0.70%$99.73$102.31$8,1852.59%5.12%
12/17/20243,588Cash   0.00%1.00€1.00€3,588€0.00%2.58%
EUR/USD: 1.14811    GBP/EUR: 1.1300 Portfolio Value: $159,746 139,138€ 100%

 # PerformanceAlherguiS&P500
Return:
39.14%
22.45%
Annualized Return:33.16%19.20%
Std (Volatility):17.5915.63
Sharpe:1.660.97
Beta:0.641.00
Jensen Alpha:1.940.00
Drawdown:17.2918.46



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