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IBEX 16,021 -0.09% sube  
EUROSTOXX50 5,657 -0.38% sube  
FTSE 9,708 0.09% sube  
DAX 23,947 -0.77% sube  
   



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 # Lex Portfolio       Currency:EURTop 25: 1262
Visit Lex
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Start:12/31/2024 Day Return:
0.01%
Day Rank:615
Days: 310 Month Return:
0.49%
Month Rank:329
Last:2025-10-30 Year Return:
0.00%
Year Rank:980
Visits:167 All Time Return:
16.60%
All Time Rank:1431


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
    
    
    
0.09%
0.09%
-0.18%
2025
2.49%
2.80%
-4.89%
-0.59%
10.40%
0.05%
2.63%
-3.20%
2.48%
3.46%
0.54%
    
16.55%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/31/202424BRK-B Berkshire Hathaway Inc2.58%$454.02$487.65$11,7047.41%8.74%
12/31/202415COST Costco Wholesale Corp1.37%$927.59$940.91$14,1141.44%10.54%
01/02/2025327EXPN.L Experian0.65%£33.71£35.67£13,1805.81%11.30%
01/02/20252,472GLEN.L Glencore-1.94%3.57€3.50€8,648€-1.96%7.41%
01/02/2025360IDR.MC Indra0.30%17.18€50.75€18,270€195.40%15.66%
12/31/202424IVV iShares S&P 500 Index Fund-1.17%$604.75$678.66$16,28812.22%12.16%
12/31/2024249MCHP Microchip Technology Inc-4.66%$56.90$59.44$14,8014.46%11.05%
12/31/202433MSFT Microsoft Corp-0.52%$444.85$514.77$16,98715.72%12.68%
12/31/202466PG Procter & Gamble Co-The-0.60%$167.04$147.13$9,711-11.92%7.25%
12/31/20243,736Cash   0.00%1.00€1.00€3,736€0.00%3.20%
EUR/USD: 1.14806    GBP/EUR: 1.1300 Portfolio Value: $133,928 116,656€ 100%

 # PerformanceLexS&P500
Return:
16.66%
15.33%
Annualized Return:19.82%18.22%
Std (Volatility):16.5016.74
Sharpe:0.960.85
Beta:0.471.00
Jensen Alpha:0.910.00
Drawdown:13.2618.46



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