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IBEX 14,906 -1.10% sube  
EUROSTOXX50 5,372 -0.45% sube  
FTSE 9,197 -0.21% sube  
DAX 23,986 -0.23% sube  
   



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 # Heidi Portfolio       Currency:EURTop 25: 359
Visit Heidi
Look
Start:09/19/2024 Day Return:
-0.20%
Day Rank:1632
Days: 348 Month Return:
-3.50%
Month Rank:2023
Last:2025-05-26 Year Return:
0.00%
Year Rank:475
Visits:299 All Time Return:
37.60%
All Time Rank:408


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
2.79%
1.71%
14.43%
-0.45%
19.09%
2.99%
2025
2.21%
-4.05%
-7.33%
4.91%
8.58%
9.98%
5.17%
-3.48%
0.01%
    
    
    
15.58%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/20/202441ALV.DE ALLIANZ-0.30%292.54€360.50€14,781€23.23%10.74%
09/20/202479AVGO Broadcom Inc-3.65%$167.58$297.47$23,50077.51%14.61%
09/21/202467BGNE BeiGene, Ltd.0.01%$201.58$184.72$12,376-8.36%7.69%
09/20/2024229ENR.DE Siemens Energy AG-1.54%31.86€91.00€20,839€185.65%15.14%
09/21/20248FICO Fair Isaac Corporation1.01%$1910.78$1523.19$12,186-20.28%7.57%
09/21/2024101ORCL Oracle Corp-5.90%$165.88$226.14$22,84036.32%14.20%
09/20/202456PODD Insulet Corp0.68%$238.01$339.96$19,03842.83%11.83%
09/20/202459PWR Quanta Services Inc-2.07%$284.39$378.04$22,30432.93%13.86%
09/20/20245,989Cash   0.00%1.00€1.00€5,989€0.00%4.35%
EUR/USD: 1.16889    GBP/EUR: 1.1500 Portfolio Value: $160,880 137,635€ 100%

 # PerformanceHeidiS&P500
Return:
37.63%
-100.00%
Annualized Return:39.66%-100.00%
Std (Volatility):25.11103.48
Sharpe:1.42-1.01
Beta:0.021.00
Jensen Alpha:3.770.00
Drawdown:20.5818.46



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