02 / Portfolio

Fund Performance

Family & Friends Investment Fund. Figures below are pulled directly from Interactive Brokers and refresh automatically every Friday after the US market close.

Last updated — · Source: Interactive Brokers

Portfolio Value — Net liquidation value

Return Since Inception — —

Month to Date — —

Performance vs Major Indices — Like-for-like window

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Monthly Returns — Time-weighted, vs S&P 500

Month	Fund	S&P 500	Difference

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Risk & Exposure

Maximum Drawdown — Largest peak-to-trough decline

Sharpe Ratio — —

Gross Exposure — Long + short notional

Net Exposure — Long less short

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Open Positions — — held