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FTSE 8,772 -0.43% sube  
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 # Carteraa1 Portfolio       Currency:EURTop 25: 145
Visit Carteraa1
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Start:10/06/2024 Day Return:
0.00%
Day Rank:320
Days: 269 Month Return:
2.10%
Month Rank:679
Last:2025-06-27 Year Return:
0.00%
Year Rank:85
Visits:289 All Time Return:
25.42%
All Time Rank:484


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
    
-0.14%
2.45%
1.30%
3.63%
2.34%
2025
9.66%
4.61%
-7.80%
3.76%
8.01%
2.12%
0.01%
    
    
    
    
    
21.06%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/18/2024542ALO.PA ALSTOM-0.70%22.55€19.88€10,775€-11.83%8.59%
10/16/202485AMAT Applied Materials Inc-0.08%$186.01$183.03$15,558-1.60%10.53%
10/18/202449AMGN Amgen Inc0.75%$311.70$279.20$13,681-10.43%9.26%
11/15/2024527DTE.DE Deutsche Telekom-0.51%30.56€31.05€16,363€1.59%13.04%
11/11/2024205ENR.DE Siemens Energy AG2.68%44.10€97.96€20,082€122.15%16.01%
11/07/2024387GLE.PA Societe Generale-0.63%26.69€48.64€18,824€82.23%15.00%
11/11/20244,234IAG.MC IAG0.45%2.87€3.97€16,809€38.10%13.40%
11/05/2024153WMT Wal-Mart Stores Inc0.51%$84.03$97.76$14,95716.34%10.12%
11/05/20245,090Cash   0.00%1.00€1.00€5,090€0.00%4.06%
EUR/USD: 1.17813    GBP/EUR: 1.1700 Portfolio Value: $147,804 125,456€ 100%

 # PerformanceCarteraa1S&P500
Return:
25.46%
7.71%
Annualized Return:35.88%10.56%
Std (Volatility):20.0118.13
Sharpe:1.590.36
Beta:0.661.00
Jensen Alpha:2.760.00
Drawdown:19.6118.46



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