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 # Sharpe15 Portfolio       Currency:EURTop 25: 1586
Visit Sharpe15
Look
Start:08/01/2024 Day Return:
0.00%
Day Rank:1575
Days: 412 Month Return:
0.88%
Month Rank:1569
Last:2025-08-08 Year Return:
0.00%
Year Rank:1644
Visits:327 All Time Return:
14.28%
All Time Rank:1325


 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%
0.93%
    
    
    
2.59%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/01/202454AJG Arthur J Gallagher & Co-2.65%$284.77$289.29$15,6221.59%11.62%
08/01/202444CAT Caterpillar Inc1.02%$336.98$435.96$19,18229.37%14.27%
08/01/202463FFIV F5 Networks Inc0.76%$202.52$324.11$20,41960.04%15.19%
08/01/202417GWW WW Grainger Inc0.85%$936.50$1013.42$17,2288.21%12.81%
08/01/202423LLY Eli Lilly & Co-0.95%$785.39$748.40$17,213-4.71%12.80%
08/01/202425MCK McKesson Corp-1.20%$610.93$702.67$17,56715.02%13.07%
06/21/20258MSFT Microsoft Corp1.07%$477.96$515.45$4,1247.84%3.07%
08/01/202451PWR Quanta Services Inc0.82%$249.06$385.68$19,67054.85%14.63%
08/01/20242,912Cash   0.00%1.00€1.00€2,912€0.00%2.55%
EUR/USD: 1.17590    GBP/EUR: 1.1600 Portfolio Value: $134,448 114,337€ 100%

 # PerformanceSharpe15S&P500
Return:
14.34%
19.83%
Annualized Return:12.57%17.34%
Std (Volatility):19.0116.51
Sharpe:0.450.81
Beta:0.521.00
Jensen Alpha:0.160.00
Drawdown:16.9918.46



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