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 # Sharpe15 Portfolio       Currency:EURTop 25: 1328
Visit Sharpe15
Look
Start:08/01/2024 Day Return:
0.00%
Day Rank:1105
Days: 462 Month Return:
-0.27%
Month Rank:968
Last:2025-11-03 Year Return:
0.00%
Year Rank:1378
Visits:381 All Time Return:
22.76%
All Time Rank:1151


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
1.49%
-0.02%
2.88%
13.26%
-5.74%
11.45%
6.58%
2025
5.00%
0.33%
-6.33%
-1.56%
4.24%
-0.57%
4.84%
-3.70%
5.14%
3.34%
-0.24%
    
10.18%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/01/202454AJG Arthur J Gallagher & Co3.56%$284.77$251.62$13,587-11.64%9.63%
08/01/202438CAT Caterpillar Inc-4.05%$336.98$547.49$20,80562.47%14.75%
08/01/202463FFIV F5 Networks Inc-3.08%$202.52$241.31$15,20319.15%10.78%
08/01/202417GWW WW Grainger Inc-1.09%$936.50$955.80$16,2492.06%11.52%
08/01/202423LLY Eli Lilly & Co1.23%$785.39$907.55$20,87415.55%14.80%
08/01/202425MCK McKesson Corp2.63%$610.93$841.84$21,04637.80%14.92%
06/21/20258MSFT Microsoft Corp-0.52%$477.96$514.77$4,1187.70%2.92%
08/01/202451PWR Quanta Services Inc-2.70%$249.06$438.67$22,37276.13%15.86%
08/01/20245,899Cash   0.00%1.00€1.00€5,899€0.00%4.80%
EUR/USD: 1.14847    GBP/EUR: 1.1300 Portfolio Value: $141,028 122,796€ 100%

 # PerformanceSharpe15S&P500
Return:
22.80%
23.14%
Annualized Return:17.57%17.83%
Std (Volatility):18.9015.93
Sharpe:0.720.87
Beta:0.491.00
Jensen Alpha:0.680.00
Drawdown:16.9918.46



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