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FTSE 10,358 -0.31% sube  
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 # Sharpeuk01 Portfolio       Currency:EURTop 25: 378
Visit Sharpeuk01
Look
Start:08/11/2024 Day Return:
-2.33%
Day Rank:2282
Days: 550 Month Return:
3.10%
Month Rank:305
Last:2026-02-03 Year Return:
0.00%
Year Rank:195
Visits:463 All Time Return:
41.67%
All Time Rank:742


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
2.44%
4.20%
-6.36%
3.02%
-1.98%
0.94%
10.11%
2025
1.78%
6.82%
-2.13%
-0.05%
9.35%
-2.87%
2.25%
0.25%
0.20%
8.08%
-0.53%
3.74%
29.38%
16.77%
2026
5.72%
3.22%
    
    
    
    
    
    
    
    
    
    
9.13%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/04/2024203ATI Allegheny Technologies Inc1.00%$60.02$137.01$27,813128.28%16.39%
09/12/20241,156CABK.MC Caixabank-1.09%5.45€10.88€12,577€99.67%8.82%
08/19/2024860GOLD Barrick Gold Corporation1.25%$19.46$18.86$16,220-3.10%9.56%
08/12/20244,301HLN.L Haleon plc2.04%£3.75£4.00£19,7996.84%13.89%
09/16/2024163III.L 3i Ord-0.69%£32.28£32.89£6,1651.90%4.33%
08/12/202417,202LLOY.L LLOYDS-2.33%£0.57£1.03£20,41581.22%14.32%
08/12/20244,326MKS.L Marks & Spencer1.09%£3.27£3.85£19,13817.48%13.43%
08/12/202417,113VOD.L Vodafone-1.59%£0.75£1.13£22,16951.11%15.55%
08/12/20245,282Cash   0.00%1.00€1.00€5,282€0.00%3.71%
EUR/USD: 1.19078    GBP/EUR: 1.1500 Portfolio Value: $169,716 142,525€ 100%

 # PerformanceSharpeuk01S&P500
Return:
42.53%
-100.00%
Annualized Return:26.51%-100.00%
Std (Volatility):14.5682.72
Sharpe:1.55-1.26
Beta:0.011.00
Jensen Alpha:2.360.00
Drawdown:13.69100



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