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 # Gord02 Portfolio       Currency:EURTop 25: 229
Visit Gord02
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Start:08/15/2024 Day Return:
0.00%
Day Rank:268
Days: 448 Month Return:
-2.24%
Month Rank:2219
Last:2025-10-20 Year Return:
0.00%
Year Rank:229
Visits:479 All Time Return:
49.99%
All Time Rank:413


 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%
-2.22%
    
33.25%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/28/202439AVGO Broadcom Inc-2.93%$173.14$352.35$13,742103.51%7.98%
08/26/202452CAT Caterpillar Inc-4.05%$353.70$547.49$28,46954.79%16.52%
09/24/202468CEG Constellation Energy Corp-3.94%$246.66$362.73$24,66647.06%14.32%
09/23/2024211ENR.DE Siemens Energy AG2.05%33.16€109.45€23,094€230.05%15.39%
09/23/202465FFIV F5 Networks Inc-3.08%$221.51$241.31$15,6858.94%9.10%
08/16/2024354III.L 3i Ord-0.71%£32.34£43.54£17,41734.63%11.61%
09/19/20245,176KGF.L Kingfisher0.62%£3.10£3.07£17,944-1.16%11.96%
09/27/20243,019MKS.L Marks & Spencer-1.88%£3.68£3.81£13,0053.69%8.67%
09/27/20246,669Cash   0.00%1.00€1.00€6,669€0.00%4.45%
EUR/USD: 1.14857    GBP/EUR: 1.1300 Portfolio Value: $172,298 150,011€ 100%

 # PerformanceGord02S&P500
Return:
50.01%
22.92%
Annualized Return:39.05%18.27%
Std (Volatility):22.5015.51
Sharpe:1.560.92
Beta:0.761.00
Jensen Alpha:2.420.00
Drawdown:22.8118.46



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