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FTSE 9,720 0.27% sube  
DAX 23,844 0.32% sube  
   



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 # Sharpe02 Portfolio       Currency:EURTop 25: 1884
Visit Sharpe02
Look
Start:07/13/2024 Day Return:
0.00%
Day Rank:1818
Days: 507 Month Return:
-1.03%
Month Rank:1720
Last:2025-11-20 Year Return:
0.00%
Year Rank:2486
Visits:512 All Time Return:
19.97%
All Time Rank:1315


 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%
0.01%
-6.97%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/15/202434AMP Ameriprise Financial Inc0.50%$446.31$456.17$15,5102.21%11.14%
07/15/202427AXON Taser International1.31%$307.10$540.20$14,58575.90%10.48%
07/15/202414ORLY O`Reilly Automotive Inc-2.15%$1053.13$1347.64$18,86727.96%13.56%
07/15/2024154PCAR PACCAR Inc0.45%$104.68$105.42$16,2350.71%11.66%
07/15/202469PGR Progressive Corp-The-0.16%$217.47$229.16$15,8125.38%11.36%
07/15/202458SNA Snap-On Inc0.14%$271.17$341.03$19,78025.76%14.21%
07/15/2024143TJX TJX Cos Inc-0.96%$114.93$151.66$21,68731.96%15.58%
04/04/202532UNH UnitedHealth Group Inc0.02%$370.28$330.04$10,561-10.87%7.59%
04/04/20255,293Cash   0.00%1.00€1.00€5,293€0.00%4.41%
EUR/USD: 1.16050    GBP/EUR: 1.1400 Portfolio Value: $139,180 119,931€ 100%

 # PerformanceSharpe02S&P500
Return:
20.03%
-100.00%
Annualized Return:14.02%-100.00%
Std (Volatility):18.9786.16
Sharpe:0.53-1.21
Beta:0.021.00
Jensen Alpha:1.210.00
Drawdown:19.1518.46



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