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 # Israelo Portfolio       Currency:EURTop 25: 1069
Visit Israelo
Look
Start:09/11/2024 Day Return:
0.00%
Day Rank:404
Days: 467 Month Return:
-2.79%
Month Rank:2431
Last:2025-12-16 Year Return:
0.00%
Year Rank:1109
Visits:355 All Time Return:
30.22%
All Time Rank:934


 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%
-3.21%
-2.79%
16.02%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/11/202461AVGO Broadcom Inc3.18%$184.20$340.51$20,77184.86%13.62%
10/18/2024169ENR.DE Siemens Energy AG0.42%36.50€119.90€20,263€228.53%15.56%
09/18/202462HON Honeywell International Inc0.52%$208.45$199.19$12,350-4.44%8.10%
10/15/2024415III.L 3i Ord-0.12%£33.64£32.67£15,456-2.89%11.87%
10/14/2024174ILMN Illumina, Inc.3.27%$121.89$134.70$23,43810.51%15.37%
09/28/202443MSFT Microsoft Corp0.40%$409.43$486.06$20,90118.72%13.71%
10/19/202436ORCL Oracle Corp6.63%$175.13$192.32$6,9249.82%4.54%
10/12/202450TT Trane Technologies plc1.20%$404.66$389.92$19,496-3.64%12.79%
10/12/20245,782Cash   0.00%1.00€1.00€5,782€0.00%4.44%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $152,470 130,223€ 100%

 # PerformanceIsraeloS&P500
Return:
30.22%
23.94%
Annualized Return:22.87%18.22%
Std (Volatility):22.6415.08
Sharpe:0.830.94
Beta:0.731.00
Jensen Alpha:0.850.00
Drawdown:26.7418.46



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