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IBEX 15,777 -0.39% sube  
EUROSTOXX50 5,691 0.10% sube  
FTSE 9,430 0.25% sube  
DAX 24,347 0.29% sube  
   



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 # Sharpe02 Portfolio       Currency:EURTop 25: 1663
Visit Sharpe02
Look
Start:07/13/2024 Day Return:
2.04%
Day Rank:77
Days: 466 Month Return:
-0.35%
Month Rank:2045
Last:2025-09-30 Year Return:
0.00%
Year Rank:2289
Visits:454 All Time Return:
23.45%
All Time Rank:1062


 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%
-0.27%
    
    
-4.26%
14.63%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/15/202434AMP Ameriprise Financial Inc1.40%$446.31$479.32$16,2977.40%11.37%
07/15/202427AXON Taser International3.50%$307.10$706.64$19,079130.10%13.31%
07/15/202414ORLY O`Reilly Automotive Inc-2.15%$1053.13$1347.64$18,86727.96%13.16%
07/15/2024154PCAR PACCAR Inc2.43%$104.68$99.88$15,382-4.58%10.73%
07/15/202469PGR Progressive Corp-The1.03%$217.47$221.63$15,2921.91%10.67%
07/15/202458SNA Snap-On Inc1.47%$271.17$345.86$20,06027.55%13.99%
07/15/2024157TJX TJX Cos Inc0.37%$114.84$143.86$22,58625.27%15.76%
04/04/202532UNH UnitedHealth Group Inc0.25%$370.28$365.38$11,692-1.32%8.16%
04/04/20253,521Cash   0.00%1.00€1.00€3,521€0.00%2.85%
EUR/USD: 1.16019    GBP/EUR: 1.1500 Portfolio Value: $143,340 123,549€ 100%

 # PerformanceSharpe02S&P500
Return:
23.55%
20.11%
Annualized Return:17.97%15.40%
Std (Volatility):19.5516.15
Sharpe:0.710.71
Beta:0.511.00
Jensen Alpha:0.820.00
Drawdown:19.1518.46



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