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 # Alhergui Portfolio       Currency:EURTop 25: 901
Visit Alhergui
Look
Start:09/12/2024 Day Return:
0.00%
Day Rank:261
Days: 466 Month Return:
2.29%
Month Rank:854
Last:2025-12-04 Year Return:
0.00%
Year Rank:800
Visits:332 All Time Return:
30.54%
All Time Rank:928


 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%
-8.73%
2.29%
21.49%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/12/2024102ANA.MC ACCIONA1.60%125.84€184.30€18,799€46.45%14.40%
09/14/202467CTAS Cintas Corp-1.22%$209.31$187.63$12,571-10.36%8.22%
09/12/2024347FER.MC Ferrovial-0.32%37.62€56.38€19,564€49.86%14.99%
09/13/2024881GOLD Barrick Gold Corporation1.25%$20.62$18.86$16,616-8.55%10.87%
09/12/2024586III.L 3i Ord-0.12%32.98€32.67€19,145€-0.93%14.67%
10/11/202477ORCL Oracle Corp6.63%$161.52$192.32$14,80919.07%9.69%
09/13/202452TSLA Tesla Motors-0.45%$272.57$480.91$25,00776.43%16.36%
12/17/202480WMT Wal-Mart Stores Inc-0.41%$99.73$114.45$9,15614.76%5.99%
12/17/20246,280Cash   0.00%1.00€1.00€6,280€0.00%4.81%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $152,843 130,542€ 100%

 # PerformanceAlherguiS&P500
Return:
30.54%
22.67%
Annualized Return:23.16%17.32%
Std (Volatility):17.7015.02
Sharpe:1.080.89
Beta:0.651.00
Jensen Alpha:1.050.00
Drawdown:17.2918.46



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