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 # Israelo Portfolio       Currency:EURTop 25: 822
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Start:09/11/2024 Day Return:
0.00%
Day Rank:740
Days: 371 Month Return:
3.36%
Month Rank:827
Last:2025-09-06 Year Return:
0.00%
Year Rank:825
Visits:248 All Time Return:
26.80%
All Time Rank:736


 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%
3.26%
    
    
    
12.86%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/11/202467AVGO Broadcom Inc1.17%$184.36$364.30$24,40897.60%16.36%
10/18/2024205ENR.DE Siemens Energy AG2.77%36.41€95.60€19,598€162.58%15.47%
09/18/202462HON Honeywell International Inc0.13%$208.45$211.72$13,1271.57%8.80%
10/15/2024304III.L 3i Ord1.39%£34.33£38.59£13,60812.40%10.74%
10/14/2024191ILMN Illumina, Inc.6.10%$124.31$100.95$19,281-18.79%12.92%
09/28/202443MSFT Microsoft Corp1.07%$409.43$515.45$22,16425.89%14.86%
10/19/202436ORCL Oracle Corp1.27%$175.13$241.62$8,69837.97%5.83%
10/12/202440TT Trane Technologies plc0.42%$400.06$402.44$16,0980.60%10.79%
10/12/20245,354Cash   0.00%1.00€1.00€5,354€0.00%4.23%
EUR/USD: 1.17770    GBP/EUR: 1.1600 Portfolio Value: $149,189 126,678€ 100%

 # PerformanceIsraeloS&P500
Return:
26.68%
20.39%
Annualized Return:26.12%19.97%
Std (Volatility):23.1216.30
Sharpe:0.960.98
Beta:0.751.00
Jensen Alpha:1.010.00
Drawdown:26.7418.46



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