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 # 10jlax Portfolio       Currency:EURTop 25: 1432
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Start:10/20/2024 Day Return:
0.00%
Day Rank:1637
Days: 428 Month Return:
-2.95%
Month Rank:2446
Last:2025-09-25 Year Return:
0.00%
Year Rank:1639
Visits:392 All Time Return:
25.11%
All Time Rank:1151


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
    
-4.10%
23.86%
-2.54%
15.77%
0.33%
2025
2.81%
-5.29%
-3.81%
-3.59%
7.68%
6.04%
5.60%
2.09%
7.15%
0.08%
-6.60%
-2.95%
8.07%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/22/2024378CELH Celsius Holdings, Inc.0.60%$31.13$59.97$22,66992.63%15.48%
10/21/2024607DTE.DE Deutsche Telekom2.02%28.54€27.28€16,559€-4.43%13.24%
10/21/2024115IHG.L InterContinental Hotels Group PLC1.58%86.04€106.20€12,213€23.43%9.76%
10/23/2024343IONQ IONQ4.39%$15.02$48.48$16,629222.83%11.35%
10/22/2024189IRM Iron Mountain Inc1.56%$114.58$80.08$15,135-30.11%10.33%
10/22/202483ORCL Oracle Corp6.63%$176.91$192.32$15,9638.71%10.90%
10/22/2024680PHIA.AS Philips-0.39%27.70€22.70€15,436€-18.05%12.34%
10/23/2024311WMB Williams Cos Inc-The-0.68%$53.24$58.24$18,1139.40%12.37%
10/23/20245,308Cash   0.00%1.00€1.00€5,308€0.00%4.24%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $146,483 125,109€ 100%

 # Performance10jlaxS&P500
Return:
25.11%
16.13%
Annualized Return:21.00%13.57%
Std (Volatility):24.4115.41
Sharpe:0.700.62
Beta:0.591.00
Jensen Alpha:1.140.00
Drawdown:18.6218.46



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