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FTSE 10,358 -0.31% sube  
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1 Men.  BolsiaCoins 0 Bolsiacoins  $5OSHzxTQKaPuVH
 # FIN01 Portfolio       Currency:EURTop 25: 1650
Visit FIN01
Look
Start:03/31/2024 Day Return:
-2.31%
Day Rank:2277
Days: 683 Month Return:
1.97%
Month Rank:612
Last:2026-01-21 Year Return:
0.00%
Year Rank:2407
Visits:878 All Time Return:
36.99%
All Time Rank:857


 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%
6.20%
3.35%
6.31%
2.05%
1.57%
2.00%
1.00%
2.05%
9.69%
16.77%
2026
-4.27%
0.55%
    
    
    
    
    
    
    
    
    
    
-3.74%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/01/202465AXP American Express Co0.96%$227.56$363.12$23,60359.57%14.63%
04/01/2024411BAC Bank of America Corp-1.79%$37.57$55.40$22,76947.45%14.11%
04/01/202436BRK-B Berkshire Hathaway Inc0.43%$421.51$500.15$18,00518.66%11.16%
04/01/2024149BX Blackstone Inc.1.83%$135.88$133.81$19,938-1.52%12.35%
04/01/202477JPM JPMorgan Chase & Co-1.20%$199.64$318.11$24,49459.35%15.18%
04/01/2024135MS Morgan Stanley-2.42%$93.69$177.95$24,02389.94%14.89%
04/01/2024272WFC Wells Fargo-2.83%$57.74$91.93$25,00559.23%15.49%
04/01/20242,974Cash   0.00%1.00€1.00€2,974€0.00%2.19%
EUR/USD: 1.19074    GBP/EUR: 1.1500 Portfolio Value: $161,379 135,529€ 100%

 # PerformanceFIN01S&P500
Return:
35.53%
-100.00%
Annualized Return:17.61%-100.00%
Std (Volatility):24.1874.44
Sharpe:0.56-1.40
Beta:0.031.00
Jensen Alpha:1.670.00
Drawdown:27.69100



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