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EUROSTOXX50 5,743 -0.77% sube  
FTSE 9,806 -1.05% sube  
DAX 24,045 -1.39% sube  
   



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 # Sharpe02 Portfolio       Currency:EURTop 25: 1887
Visit Sharpe02
Look
Start:07/13/2024 Day Return:
0.00%
Day Rank:1736
Days: 493 Month Return:
-3.27%
Month Rank:1937
Last:2025-09-30 Year Return:
0.00%
Year Rank:2376
Visits:496 All Time Return:
17.26%
All Time Rank:1370


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
0.40%
4.07%
2.29%
6.17%
20.39%
-5.54%
29.05%
4.77%
2025
5.11%
-1.53%
-6.21%
-4.41%
2.96%
-2.39%
1.79%
0.29%
0.85%
-2.15%
-3.13%
    
-9.00%
15.11%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/15/202434AMP Ameriprise Financial Inc0.33%$446.31$460.94$15,6723.28%11.50%
07/15/202427AXON Taser International-0.24%$307.10$555.96$15,01181.03%11.01%
07/15/202414ORLY O`Reilly Automotive Inc-2.15%$1053.13$1347.64$18,86727.96%13.84%
07/15/2024154PCAR PACCAR Inc-1.37%$104.68$95.22$14,664-9.03%10.76%
07/15/202469PGR Progressive Corp-The1.36%$217.47$226.18$15,6064.01%11.45%
07/15/202458SNA Snap-On Inc-1.75%$271.17$330.30$19,15721.81%14.06%
07/15/2024157TJX TJX Cos Inc-0.11%$114.84$146.24$22,96027.34%16.85%
04/04/202532UNH UnitedHealth Group Inc-3.45%$370.28$321.05$10,274-13.30%7.54%
04/04/20253,521Cash   0.00%1.00€1.00€3,521€0.00%3.00%
EUR/USD: 1.16066    GBP/EUR: 1.1300 Portfolio Value: $136,298 117,431€ 100%

 # PerformanceSharpe02S&P500
Return:
17.43%
20.60%
Annualized Return:12.61%14.84%
Std (Volatility):19.1315.84
Sharpe:0.450.68
Beta:0.511.00
Jensen Alpha:0.310.00
Drawdown:19.1518.46



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