11.62% Return, Kas02 portfolio on Bolsia.com

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# Kas02 Portfolio Currency:EURTop 25: 548

Start:	08/29/2024		Day Return:	0.00%		Day Rank:	616
Days:	308		Month Return:	-0.67%		Month Rank:	1331
Last:	2025-04-08		Year Return:	0.00%		Year Rank:	289
Visits:	200		All Time Return:	11.62%		All Time Rank:	970

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.04%	0.20%	-5.88%	5.44%	-0.77%	-1.27%	5.22%
2025	7.34%	3.53%	-5.55%	1.38%	5.69%	1.21%	-0.67%						13.06%	5.26%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/29/2024	119	ANA.MC	1.05%	122.14�	154.40�	18,374�	26.41%	16.46%
08/29/2024	91	AZN.L	2.15%	�132.51	�103.38	�10,913	-21.99%	9.78%
08/29/2024	415	DSY.PA	-0.29%	35.34�	30.64�	12,716�	-13.30%	11.39%
08/29/2024	277	ERF.PA	0.17%	51.74�	60.54�	16,770�	17.01%	15.02%
08/29/2024	2,831	MRO.L	-2.47%	�4.72	�5.18	�17,001	9.71%	15.23%
08/29/2024	948	PST.MI	-0.11%	12.53�	18.22�	17,273�	45.36%	15.47%
08/29/2024	162	SGO.PA	-1.67%	78.25�	97.98�	15,873�	25.21%	14.22%
08/29/2024	2,704	Cash	0.00%	1.00�	1.00�	2,704�	0.00%	2.42%
EUR/USD: 1.18012 GBP/EUR: 1.1600				Portfolio Value:		$131,727	111,622�	100%

# Performance	Kas02	S&P500
Return:	11.62%	10.75%
Annualized Return:	13.87%	12.82%
Std (Volatility):	18.67	17.46
Sharpe:	0.53	0.51
Beta:	0.63	1.00
Jensen Alpha:	0.43	0.00
Drawdown:	18.98	18.46

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