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 # NEW03 Portfolio       Currency:EURTop 25: 1215
Visit NEW03
Look
Start:10/04/2022 Day Return:
0.00%
Day Rank:1997
Days: 1167 Month Return:
-3.58%
Month Rank:2470
Last:2025-04-05 Year Return:
0.00%
Year Rank:1233
Visits:1267 All Time Return:
42.15%
All Time Rank:562


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2022
    
    
    
    
    
    
    
    
    
10.50%
2.76%
-5.39%
7.43%
3.92%
2023
6.34%
-0.84%
-3.19%
-5.37%
-0.59%
8.63%
7.64%
-2.71%
1.45%
-6.40%
1.67%
1.91%
7.48%
24.54%
2024
-2.20%
1.65%
11.59%
-4.13%
6.16%
-2.90%
6.24%
-5.09%
-3.66%
-0.64%
12.01%
-7.99%
9.05%
23.59%
2025
2.17%
-1.35%
-3.74%
-10.70%
8.72%
0.77%
7.55%
0.48%
5.12%
4.07%
4.34%
-3.58%
12.89%
16.23%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/04/2022327AES AES Corp-The-1.18%$25.22$13.84$4,526-45.13%2.71%
10/04/2022132EOG EOG Resources-1.37%$121.18$108.00$14,256-10.88%8.54%
10/04/202270FSLR First Solar Inc-6.61%$160.64$254.94$17,84658.71%10.69%
10/04/202227MCK McKesson Corp-0.21%$354.85$813.58$21,967129.28%13.16%
10/04/202250NSC Norfolk Southern Corp0.99%$222.94$297.17$14,85933.29%8.90%
10/04/2022100PSX Phillips 66-1.39%$89.38$141.42$14,14258.22%8.47%
10/04/20222,461RIG Transocean-3.15%$2.87$4.14$10,18944.08%6.10%
10/04/202250ROK Rockwell Automation Inc-1.91%$231.35$405.26$20,26375.17%12.14%
10/04/2022134VLO Valero Energy Corp-2.10%$113.56$168.30$22,55248.20%13.51%
10/04/2022350WMB Williams Cos Inc-The-1.94%$30.57$59.74$20,90995.44%12.53%
10/04/20224,584Cash   0.00%1.00€1.00€4,584€0.00%3.22%
EUR/USD: 1.17403    GBP/EUR: 1.1400 Portfolio Value: $166,889 142,151€ 100%

 # PerformanceNEW03S&P500
Return:
42.15%
85.92%
Annualized Return:11.61%21.36%
Std (Volatility):20.7414.97
Sharpe:0.371.16
Beta:0.441.00
Jensen Alpha:-0.000.00
Drawdown:25.2918.46



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