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 # Fenix Portfolio       Currency:EURTop 25: 879
Visit Fenix
Look
Start:03/13/2025 Day Return:
0.00%
Day Rank:2098
Days: 284 Month Return:
4.92%
Month Rank:183
Last:2025-12-11 Year Return:
0.00%
Year Rank:608
Visits:271 All Time Return:
24.97%
All Time Rank:1154


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
4.15%
-0.72%
11.94%
-3.31%
5.48%
-1.41%
3.99%
-1.68%
0.09%
4.92%
24.97%
21.18%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/14/202539AMP Ameriprise Financial Inc0.30%$478.43$489.00$19,0712.21%13.03%
03/14/2025202AMS.MC AMADEUS-1.26%69.22€62.90€12,706€-9.13%10.17%
03/14/202549CVNA Carvana Inc.-2.94%$178.90$450.38$22,069151.75%15.08%
03/15/202539MSFT Microsoft Corp0.40%$388.92$486.06$18,95624.98%12.96%
03/13/202548TSLA Tesla Motors-0.45%$236.04$480.91$23,084103.74%15.78%
04/12/202519UNH UnitedHealth Group Inc-0.22%$504.74$327.41$6,221-35.13%4.25%
04/11/202552V Visa Inc0.94%$341.47$349.20$18,1582.26%12.41%
03/14/2025192XLU SPDR Utilities sector-0.21%$77.47$87.43$16,78712.86%11.47%
03/14/20256,064Cash   0.00%1.00€1.00€6,064€0.00%4.85%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $146,322 124,972€ 100%

 # PerformanceFenixS&P500
Return:
24.97%
21.18%
Annualized Return:33.04%27.90%
Std (Volatility):25.1416.20
Sharpe:1.161.48
Beta:0.631.00
Jensen Alpha:1.400.00
Drawdown:14.7913.64



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