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 # Gord02 Portfolio       Currency:EURTop 25: 435
Visit Gord02
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Start:08/15/2024 Day Return:
0.00%
Day Rank:718
Days: 493 Month Return:
-1.15%
Month Rank:2101
Last:2025-12-13 Year Return:
0.00%
Year Rank:438
Visits:542 All Time Return:
45.85%
All Time Rank:530


 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%
7.45%
7.24%
-3.83%
-1.15%
29.55%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/28/202439AVGO Broadcom Inc3.18%$173.14$340.51$13,28096.67%7.78%
09/16/202447CAT Caterpillar Inc1.84%$353.94$576.17$27,08062.79%15.86%
09/24/202468CEG Constellation Energy Corp-1.56%$246.66$355.28$24,15944.04%14.15%
09/23/2024190ENR.DE Siemens Energy AG0.42%33.19€119.90€22,781€261.23%15.62%
09/23/202484FFIV F5 Networks Inc-0.85%$231.06$256.94$21,58311.20%12.64%
08/16/2024354III.L 3i Ord-0.12%£32.34£32.67£13,1841.02%9.04%
09/19/20245,176KGF.L Kingfisher0.00%£3.10£3.10£18,304-0.06%12.55%
09/27/20244,041MKS.L Marks & Spencer-1.66%£3.70£3.25£14,986-12.19%10.27%
09/27/20243,057Cash   0.00%1.00€1.00€3,057€0.00%2.10%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $170,767 145,850€ 100%

 # PerformanceGord02S&P500
Return:
45.85%
23.14%
Annualized Return:32.16%16.63%
Std (Volatility):22.6114.96
Sharpe:1.250.84
Beta:0.781.00
Jensen Alpha:1.830.00
Drawdown:22.8118.46



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