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 # H09 Portfolio       Currency:EURTop 25: 692
Visit H09
Look
Start:09/01/2024 Day Return:
-1.41%
Day Rank:2092
Days: 444 Month Return:
-2.01%
Month Rank:1006
Last:2025-10-06 Year Return:
0.00%
Year Rank:613
Visits:440 All Time Return:
30.60%
All Time Rank:758


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
0.74%
1.38%
4.17%
2.08%
8.60%
4.20%
2025
6.73%
3.81%
-6.10%
3.96%
5.85%
-1.03%
5.52%
-1.08%
0.46%
3.28%
-2.13%
    
20.09%
13.41%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/02/2024405CCH.L COCA-COLA HBC N-1.32%£28.12£35.82£16,39327.39%12.57%
09/30/202493ENR.DE Siemens Energy AG-3.24%33.14€110.55€10,281€233.54%7.88%
10/01/2024371EXPN.L Experian0.00%£37.08£32.90£13,793-11.28%10.57%
09/02/20241,080GSK.L GlaxoSmithKline-0.78%£15.32£17.86£21,79016.52%16.71%
09/02/20244,491IAG.MC IAG-1.64%2.16€4.26€19,132€97.00%14.67%
09/02/20245,113MAP.MC Mapfre-0.50%2.28€4.01€20,503€75.68%15.72%
09/02/20241,170PSON.L Pearson9766.93%£10.59£10.01£13,234-5.45%10.15%
09/02/20241,448VIV.PA VIVENDI0.00%10.15€8.43€12,207€-16.96%9.36%
09/02/20243,096Cash   0.00%1.00€1.00€3,096€0.00%2.37%
EUR/USD: 1.15830    GBP/EUR: 1.1300 Portfolio Value: $151,076 130,429€ 100%

 # PerformanceH09S&P500
Return:
30.43%
18.17%
Annualized Return:24.35%14.67%
Std (Volatility):14.1115.53
Sharpe:1.440.69
Beta:0.481.00
Jensen Alpha:1.520.00
Drawdown:14.3918.46



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