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 # Israelo Portfolio       Currency:EURTop 25: 1342
Visit Israelo
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Start:09/11/2024 Day Return:
-1.51%
Day Rank:1572
Days: 519 Month Return:
-2.40%
Month Rank:2268
Last:2026-02-04 Year Return:
0.00%
Year Rank:1462
Visits:417 All Time Return:
31.90%
All Time Rank:1027


 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%
-3.24%
15.48%
16.77%
2026
3.58%
-2.40%
    
    
    
    
    
    
    
    
    
    
1.09%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/11/202461AVGO Broadcom Inc-1.02%$184.20$340.42$20,76684.81%13.10%
10/22/2024133ENR.DE Siemens Energy AG-4.62%36.49€150.60€20,030€312.69%15.07%
09/18/202482HON Honeywell International Inc1.46%$214.83$243.34$19,95413.27%12.59%
10/15/2024415III.L 3i Ord-0.69%£33.64£32.89£15,697-2.24%11.81%
10/14/2024174ILMN Illumina, Inc.1.77%$121.89$119.31$20,760-2.12%13.10%
09/28/202443MSFT Microsoft Corp-0.08%$409.43$413.32$17,7730.95%11.22%
10/19/202462ORCL Oracle Corp2.08%$178.54$159.85$9,911-10.47%6.25%
10/12/202450TT Trane Technologies plc0.35%$404.66$461.40$23,07014.02%14.56%
10/12/20243,058Cash   0.00%1.00€1.00€3,058€0.00%2.30%
EUR/USD: 1.19207    GBP/EUR: 1.1500 Portfolio Value: $158,467 132,934€ 100%

 # PerformanceIsraeloS&P500
Return:
31.03%
-100.00%
Annualized Return:20.98%-100.00%
Std (Volatility):21.8985.16
Sharpe:0.78-1.22
Beta:0.021.00
Jensen Alpha:1.910.00
Drawdown:26.74100



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