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FTSE 9,708 0.09% sube  
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1 Men.  BolsiaCoins 0 Bolsiacoins  $5OSHzxTQKaPuVH
 # FIN01 Portfolio       Currency:EURTop 25: 1065
Visit FIN01
Look
Start:03/31/2024 Day Return:
-0.10%
Day Rank:1912
Days: 585 Month Return:
0.26%
Month Rank:475
Last:2025-10-31 Year Return:
0.00%
Year Rank:1647
Visits:721 All Time Return:
36.96%
All Time Rank:651


 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%
0.28%
    
6.73%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/01/202465AXP American Express Co-0.29%$227.56$360.58$23,43858.46%14.89%
04/01/2024411BAC Bank of America Corp0.00%$37.57$53.56$22,01342.55%13.98%
04/01/202436BRK-B Berkshire Hathaway Inc2.58%$421.51$487.65$17,55515.69%11.15%
04/01/2024119BX Blackstone Inc.-1.04%$131.27$142.92$17,0078.88%10.80%
04/01/202477JPM JPMorgan Chase & Co0.01%$199.64$309.38$23,82254.97%15.13%
04/01/2024148MS Morgan Stanley0.21%$93.69$163.99$24,27175.04%15.42%
04/01/2024272WFC Wells Fargo-0.20%$57.74$87.12$23,69750.90%15.05%
04/01/20244,878Cash   0.00%1.00€1.00€4,878€0.00%3.56%
EUR/USD: 1.14900    GBP/EUR: 1.1300 Portfolio Value: $157,408 136,996€ 100%

 # PerformanceFIN01S&P500
Return:
37.00%
29.39%
Annualized Return:21.66%17.41%
Std (Volatility):25.1915.23
Sharpe:0.700.88
Beta:0.751.00
Jensen Alpha:0.760.00
Drawdown:27.6918.46



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