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 # Gord02 Portfolio       Currency:EURTop 25: 385
Visit Gord02
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Start:08/15/2024 Day Return:
0.10%
Day Rank:403
Days: 398 Month Return:
3.11%
Month Rank:911
Last:2025-07-02 Year Return:
0.00%
Year Rank:356
Visits:382 All Time Return:
37.32%
All Time Rank:479


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
0.52%
2.28%
0.72%
9.17%
-0.41%
12.58%
6.39%
2025
8.47%
-3.54%
-8.61%
7.30%
10.89%
4.04%
6.63%
-6.31%
3.08%
    
    
    
21.92%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/28/202439AVGO Broadcom Inc1.17%$173.14$364.30$14,208110.41%8.79%
08/26/202457CAT Caterpillar Inc1.02%$353.55$435.96$24,85023.31%15.37%
09/24/202468CEG Constellation Energy Corp2.15%$246.66$330.61$22,48134.04%13.91%
09/23/2024211ENR.DE Siemens Energy AG2.77%33.16€95.60€20,172€188.29%14.70%
09/23/202465FFIV F5 Networks Inc0.76%$221.51$324.11$21,06746.32%13.03%
08/16/2024354III.L 3i Ord1.39%£32.34£38.59£15,84719.32%11.55%
09/19/20245,176KGF.L Kingfisher-0.33%£3.10£2.43£14,560-21.87%10.61%
09/27/20243,019MKS.L Marks & Spencer2.66%£3.68£3.46£12,128-5.80%8.84%
09/27/20244,406Cash   0.00%1.00€1.00€4,406€0.00%3.21%
EUR/USD: 1.17772    GBP/EUR: 1.1600 Portfolio Value: $161,645 137,253€ 100%

 # PerformanceGord02S&P500
Return:
37.25%
19.62%
Annualized Return:33.60%17.80%
Std (Volatility):22.7416.08
Sharpe:1.300.86
Beta:0.801.00
Jensen Alpha:1.860.00
Drawdown:22.8118.46



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