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IBEX 13,512 0.50% sube  
EUROSTOXX50 5,283 -0.03% sube  
FTSE 8,603 1.17% sube  
DAX 23,335 1.08% sube  
   



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1 Men.  BolsiaCoins 0 Bolsiacoins  $5OSHzxTQKaPuVH
 # FIN01 Portfolio       Currency:EURTop 25: 1076
Visit FIN01
Look
Start:03/31/2024 Day Return:
-0.10%
Day Rank:1922
Days: 405 Month Return:
4.12%
Month Rank:223
Last:2024-04-01 Year Return:
0.00%
Year Rank:1689
Visits:483 All Time Return:
15.30%
All Time Rank:532


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
0.01%
-2.24%
2.99%
0.25%
5.95%
0.24%
-1.11%
8.62%
16.95%
-4.68%
28.37%
11.98%
2025
7.39%
-1.96%
-12.03%
-6.85%
3.92%
    
    
    
    
    
    
    
-10.34%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/01/202465AXP American Express Co0.43%$227.56$278.02$18,07122.18%13.97%
04/01/2024411BAC Bank of America Corp0.12%$37.57$41.12$16,9009.44%13.06%
04/01/202436BRK-B Berkshire Hathaway Inc-5.12%$421.51$512.75$18,45921.65%14.27%
04/01/2024119BX Blackstone Inc.-0.95%$131.27$136.11$16,1973.69%12.52%
04/01/202477JPM JPMorgan Chase & Co0.02%$199.64$252.68$19,45626.57%15.04%
04/01/2024162MS Morgan Stanley-0.52%$93.69$119.59$19,37427.65%14.97%
04/01/2024272WFC Wells Fargo0.07%$57.74$73.83$20,08227.88%15.52%
04/01/2024747Cash   0.00%1.00€1.00€747€0.00%0.65%
EUR/USD: 1.12427    GBP/EUR: 1.1700 Portfolio Value: $129,379 115,078€ 100%

 # PerformanceFIN01S&P500
Return:
15.08%
7.94%
Annualized Return:13.46%7.11%
Std (Volatility):27.3316.63
Sharpe:0.350.19
Beta:0.771.00
Jensen Alpha:0.710.00
Drawdown:27.6918.46



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