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 # Joseramon Portfolio       Currency:EURTop 25: 1085
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Start:11/10/2022 Day Return:
0.00%
Day Rank:1878
Days: 1026 Month Return:
-2.20%
Month Rank:1792
Last:2025-06-16 Year Return:
0.00%
Year Rank:1868
Visits:994 All Time Return:
39.04%
All Time Rank:394


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2022
    
    
    
    
    
    
    
    
    
    
0.96%
-12.42%
-11.58%
-2.00%
2023
11.63%
-3.25%
9.07%
-3.66%
7.93%
1.28%
5.01%
0.96%
-1.67%
-1.77%
12.96%
5.15%
50.90%
24.54%
2024
2.02%
3.07%
3.24%
-6.44%
-0.72%
6.69%
-2.68%
-4.13%
0.19%
0.21%
8.02%
-2.00%
6.69%
23.71%
2025
1.73%
-2.96%
-8.44%
-3.46%
6.89%
0.73%
6.30%
-2.20%
    
    
    
    
-2.33%
10.41%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/10/202245ADSK Autodesk Inc9.09%$217.88$314.48$14,15244.33%8.73%
11/10/202262AMT American Tower Corp0.64%$221.31$203.86$12,639-7.89%7.79%
11/10/202266CRM Salesforce.com0.68%$154.32$256.33$16,91866.10%10.43%
11/10/2022110GOOG Google Inc0.55%$93.57$213.66$23,503128.34%14.49%
11/10/2022444INTC Intel Corp-2.33%$29.01$24.38$10,825-15.97%6.68%
11/10/202230INTU Intuit Inc-0.18%$393.78$666.86$20,00669.35%12.34%
11/10/2022140MCHP Microchip Technology Inc-0.38%$71.67$65.00$9,100-9.30%5.61%
11/10/202249MSFT Microsoft Corp-0.58%$239.04$506.92$24,839112.06%15.32%
11/10/2022300WDC Western Digital Corp-2.07%$37.28$80.34$24,102115.48%14.86%
11/10/20225,212Cash   0.00%1.00€1.00€5,212€0.00%3.75%
EUR/USD: 1.16626    GBP/EUR: 1.1500 Portfolio Value: $162,161 139,044€ 100%

 # PerformanceJoseramonS&P500
Return:
39.04%
66.69%
Annualized Return:12.42%19.89%
Std (Volatility):20.7714.83
Sharpe:0.411.07
Beta:0.641.00
Jensen Alpha:-0.180.00
Drawdown:2418.46



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