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 # Israelo Portfolio       Currency:EURTop 25: 693
Visit Israelo
Look
Start:09/11/2024 Day Return:
0.73%
Day Rank:685
Days: 422 Month Return:
-1.26%
Month Rank:2057
Last:2025-10-03 Year Return:
0.00%
Year Rank:684
Visits:299 All Time Return:
36.67%
All Time Rank:687


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
0.07%
-2.94%
12.42%
2.79%
12.25%
7.08%
2025
2.09%
-7.78%
-10.02%
6.35%
13.28%
6.34%
7.40%
-6.23%
3.21%
9.30%
-1.34%
    
21.66%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/11/202467AVGO Broadcom Inc2.00%$184.36$358.87$24,04494.66%15.29%
10/18/2024186ENR.DE Siemens Energy AG2.05%36.45€109.45€20,358€200.27%14.91%
09/18/202462HON Honeywell International Inc0.30%$208.45$197.09$12,220-5.45%7.77%
10/15/2024304III.L 3i Ord-0.71%£34.33£43.54£14,95726.82%10.95%
10/14/2024191ILMN Illumina, Inc.4.77%$124.31$122.42$23,382-1.52%14.86%
09/28/202443MSFT Microsoft Corp-1.39%$409.43$506.99$21,80123.83%13.86%
10/19/202436ORCL Oracle Corp0.86%$175.13$250.34$9,01242.95%5.73%
10/12/202450TT Trane Technologies plc0.73%$404.66$436.05$21,8037.76%13.86%
10/12/20243,787Cash   0.00%1.00€1.00€3,787€0.00%2.77%
EUR/USD: 1.15195    GBP/EUR: 1.1300 Portfolio Value: $157,304 136,555€ 100%

 # PerformanceIsraeloS&P500
Return:
36.55%
23.72%
Annualized Return:30.84%20.16%
Std (Volatility):22.7015.67
Sharpe:1.181.03
Beta:0.711.00
Jensen Alpha:1.540.00
Drawdown:26.7418.46



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