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 # Alhergui Portfolio       Currency:EURTop 25: 554
Visit Alhergui
Look
Start:09/12/2024 Day Return:
-0.40%
Day Rank:2082
Days: 370 Month Return:
3.69%
Month Rank:721
Last:2025-09-15 Year Return:
0.00%
Year Rank:474
Visits:237 All Time Return:
28.07%
All Time Rank:692


 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%
3.69%
    
    
    
19.19%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/12/2024114ANA.MC ACCIONA1.08%125.84€168.70€19,232€34.06%15.02%
09/14/202467CTAS Cintas Corp-1.31%$209.31$199.61$13,374-4.63%8.87%
09/12/2024384FER.MC Ferrovial-0.31%37.62€48.83€18,751€29.79%14.64%
09/13/2024881GOLD Barrick Gold Corporation1.25%$20.62$18.86$16,616-8.55%11.02%
09/12/2024387III.L 3i Ord1.39%32.00€38.59€14,934€20.61%11.66%
10/11/202494ORCL Oracle Corp1.27%$164.23$241.62$22,71247.12%15.06%
09/13/202458TSLA Tesla Motors3.56%$268.18$410.24$23,79452.97%15.78%
12/17/202480WMT Wal-Mart Stores Inc0.19%$99.73$103.69$8,2953.97%5.50%
12/17/20243,157Cash   0.00%1.00€1.00€3,157€0.00%2.47%
EUR/USD: 1.17770    GBP/EUR: 1.1600 Portfolio Value: $150,829 128,071€ 100%

 # PerformanceAlherguiS&P500
Return:
28.07%
19.16%
Annualized Return:27.56%18.83%
Std (Volatility):17.9416.24
Sharpe:1.310.91
Beta:0.671.00
Jensen Alpha:1.360.00
Drawdown:17.2918.46



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