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FTSE 10,188 0.04% sube  
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 # Sharpe02 Portfolio       Currency:EURTop 25: 1600
Visit Sharpe02
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Start:07/13/2024 Day Return:
0.09%
Day Rank:1506
Days: 552 Month Return:
3.40%
Month Rank:1377
Last:2025-11-20 Year Return:
0.00%
Year Rank:1378
Visits:575 All Time Return:
25.24%
All Time Rank:1355


 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%
-0.98%
0.90%
-6.14%
16.77%
2026
3.41%
    
    
    
    
    
    
    
    
    
    
    
3.41%
0.84%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/15/202434AMP Ameriprise Financial Inc2.44%$446.31$507.65$17,26013.74%11.84%
07/15/202427AXON Taser International-1.92%$307.10$629.74$17,003105.06%11.67%
07/15/202414ORLY O`Reilly Automotive Inc-2.15%$1053.13$1347.64$18,86727.96%12.95%
07/15/2024154PCAR PACCAR Inc-0.36%$104.68$119.01$18,32813.69%12.58%
07/15/202469PGR Progressive Corp-The0.23%$217.47$205.54$14,182-5.48%9.73%
07/15/202458SNA Snap-On Inc0.62%$271.17$362.82$21,04433.80%14.44%
07/15/2024143TJX TJX Cos Inc-1.90%$114.93$155.14$22,18534.99%15.22%
04/04/202532UNH UnitedHealth Group Inc0.31%$370.28$334.95$10,718-9.54%7.35%
04/04/20255,293Cash   0.00%1.00€1.00€5,293€0.00%4.23%
EUR/USD: 1.16360    GBP/EUR: 1.1500 Portfolio Value: $145,746 125,254€ 100%

 # PerformanceSharpe02S&P500
Return:
25.25%
23.37%
Annualized Return:16.02%14.87%
Std (Volatility):18.4415.23
Sharpe:0.650.71
Beta:0.501.00
Jensen Alpha:0.660.00
Drawdown:19.1518.46



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