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IBEX 15,389 0.57% sube  
EUROSTOXX50 5,438 0.92% sube  
FTSE 9,273 -0.07% sube  
DAX 23,736 0.21% sube  
   



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4 Men.  BolsiaCoins 100 Bolsiacoins  $fdTxvVk5NuF5YC
 # IVALTE Portfolio       Currency:EURTop 25: 812
Visit IVALTE
Look
Start:08/30/2024 Day Return:
0.00%
Day Rank:1270
Days: 383 Month Return:
4.56%
Month Rank:485
Last:2025-07-24 Year Return:
0.00%
Year Rank:567
Visits:436 All Time Return:
19.94%
All Time Rank:1032


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
0.56%
0.48%
-4.51%
2.65%
3.27%
2.27%
5.21%
2025
2.66%
2.03%
-3.33%
-4.73%
3.32%
1.31%
3.26%
7.56%
4.49%
    
    
    
17.20%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/25/20251,038BMED.MI Banca Mediolanum0.52%15.28€17.42€18,082€14.00%15.09%
05/29/2025284CNC Centene Corporation4.37%$55.90$56.63$16,0831.30%11.39%
02/26/2025470DTE.DE Deutsche Telekom-0.57%34.16€29.84€14,025€-12.65%11.70%
02/18/2025849INTC Intel Corp2.87%$23.27$24.78$21,0386.47%14.90%
10/03/2024641PHIA.AS Philips-0.17%28.51€23.98€15,371€-15.90%12.82%
05/29/202554TSLA Tesla Motors3.56%$325.47$410.24$22,15326.05%15.69%
05/29/202561UNH UnitedHealth Group Inc-1.31%$302.14$348.07$21,23215.20%15.04%
05/29/20254,034Cash   0.00%1.00€1.00€4,034€0.00%3.37%
EUR/USD: 1.17783    GBP/EUR: 1.1600 Portfolio Value: $141,179 119,863€ 100%

 # PerformanceIVALTES&P500
Return:
19.86%
18.29%
Annualized Return:18.79%17.32%
Std (Volatility):18.5216.34
Sharpe:0.800.82
Beta:0.471.00
Jensen Alpha:0.850.00
Drawdown:16.118.46



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