42.89% Return, KENDER portfolio on Bolsia.com

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10178 Bolsiacoins $ytRcEi2TjbWOXP

# KENDER Portfolio Currency:EURTop 25: 342

Start:	09/12/2024		Day Return:	0.00%		Day Rank:	767
Days:	466		Month Return:	4.07%		Month Rank:	319
Last:	2025-07-07		Year Return:	0.00%		Year Rank:	262
Visits:	450		All Time Return:	42.89%		All Time Rank:	582

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024									2.60%	-3.10%	7.53%	-2.04%	4.73%	5.98%
2025	4.49%	3.14%	-5.91%	-0.16%	6.98%	1.78%	8.16%	3.07%	1.29%	5.78%	-0.43%	4.07%	36.44%	15.75%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/12/2024	113	ANA.MC	1.60%	124.51�	184.30�	20,826�	48.02%	14.57%
09/13/2024	88	BLDR	-1.80%	$175.99	$103.81	$9,135	-41.01%	5.46%
09/12/2024	2,321	CABK.MC	0.53%	5.46�	10.45�	24,254�	91.52%	16.97%
09/12/2024	364	FER.MC	-0.32%	37.38�	56.38�	20,522�	50.82%	14.36%
03/17/2025	491	FRES.L	2.86%	�11.62	�31.38	�17,565	169.98%	12.29%
09/12/2024	4,275	IAG.MC	-0.98%	2.31�	4.76�	20,349�	105.82%	14.24%
09/12/2024	3,968	MKS.L	-1.66%	3.56�	3.25�	12,908�	-8.57%	9.03%
09/12/2024	29	SPGI	1.16%	$515.37	$512.48	$14,862	-0.56%	8.88%
09/12/2024	5,972	Cash	0.00%	1.00�	1.00�	5,972�	0.00%	4.18%
EUR/USD: 1.17084 GBP/EUR: 1.1400				Portfolio Value:		$167,304	142,892�	100%

# Performance	KENDER	S&P500
Return:	42.89%	22.67%
Annualized Return:	32.18%	17.32%
Std (Volatility):	14.97	15.02
Sharpe:	1.88	0.89
Beta:	0.52	1.00
Jensen Alpha:	2.13	0.00
Drawdown:	15.78	18.46

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