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 # Coppergoat Portfolio       Currency:EURTop 25: 781
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Start:09/19/2024 Day Return:
0.51%
Day Rank:953
Days: 544 Month Return:
-3.54%
Month Rank:1568
Last:2026-01-29 Year Return:
0.00%
Year Rank:825
Visits:397 All Time Return:
39.29%
All Time Rank:790


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
0.42%
-0.66%
7.40%
1.82%
9.09%
2.96%
2025
7.12%
-4.11%
-9.24%
-0.43%
4.36%
1.78%
4.62%
-0.96%
7.82%
8.86%
1.04%
0.79%
22.09%
16.67%
2026
7.96%
0.42%
-3.52%
    
    
    
    
    
    
    
    
    
4.60%
-2.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/20/202477AMAT Applied Materials Inc1.65%$196.92$347.15$26,73176.29%16.65%
03/06/2025156AMS.MC AMADEUS-1.57%68.53€51.52€8,037€-24.83%5.77%
09/21/2024101AMZN Amazon.com2.15%$201.79$212.13$21,4255.12%13.34%
09/20/20243,433COL.MC Colonial1.67%5.99€5.18€17,783€-13.51%12.76%
09/20/202476GOOG Google Inc0.69%$164.11$303.55$23,07084.97%14.37%
09/21/2024202INSM Insmed Incorporated-3.99%$74.25$70.64$14,269-4.87%8.89%
10/04/2024111LRCX Lam Research2.82%$100.66$218.19$24,219116.76%15.08%
11/14/2025160NFLX Netflix Inc0.01%$111.00$95.32$15,251-14.13%9.50%
11/14/20255,059Cash   0.00%1.00€1.00€5,059€0.00%3.63%
EUR/USD: 1.15246    GBP/EUR: 1.1600 Portfolio Value: $160,552 139,312€ 100%

 # PerformanceCoppergoatS&P500
Return:
39.31%
17.10%
Annualized Return:25.07%11.24%
Std (Volatility):19.1883.34
Sharpe:1.100.09
Beta:0.001.00
Jensen Alpha:2.110.00
Drawdown:21100



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