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 # Jorditorrejo Portfolio       Currency:USDTop 25: 1525
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Start:11/17/2024 Day Return:
0.00%
Day Rank:1067
Days: 354 Month Return:
-1.01%
Month Rank:1671
Last:2025-08-19 Year Return:
0.00%
Year Rank:1256
Visits:273 All Time Return:
21.62%
All Time Rank:1669


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
    
    
0.36%
-2.60%
-2.25%
0.24%
2025
6.23%
0.52%
-7.52%
3.42%
10.07%
9.53%
0.46%
-2.26%
3.52%
0.81%
-1.40%
    
24.40%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/19/20241,369BEZ.L Beazley plc-1.48%£8.07£8.98£13,88411.26%12.44%
01/08/2025113BNTX BioNTech SE0.84%$111.09$104.93$11,857-5.55%9.25%
12/16/20243,761IAG.MC IAG-1.80%3.64€4.80€18,053€31.94%16.18%
12/26/202493JBL Jabil Circuit-5.04%$146.14$209.21$19,45743.16%15.19%
12/27/202448JPM JPMorgan Chase & Co0.01%$243.72$309.38$14,85026.94%11.59%
01/14/2025213KMI Kinder Morgan-0.86%$29.27$25.85$5,506-11.67%4.30%
12/17/202445MTX.DE MTU Aero Engines AG-2.33%321.68€369.40€16,623€14.83%14.89%
12/02/2024166WMT Wal-Mart Stores Inc0.70%$93.35$102.31$16,9839.60%13.26%
12/02/20243,239Cash   0.00%1.00€1.00€3,239€0.00%2.90%
EUR/USD: 1.14795    GBP/EUR: 1.1300 Portfolio Value: $128,116 111,604€ 100%

 # PerformanceJorditorrejoS&P500
Return:
21.60%
15.82%
Annualized Return:22.27%16.30%
Std (Volatility):17.8916.25
Sharpe:1.020.76
Beta:0.671.00
Jensen Alpha:1.000.00
Drawdown:19.9618.46



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