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 # Xiurong Portfolio       Currency:EURTop 25: 1256
Visit Xiurong
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Start:03/01/2025 Day Return:
-0.10%
Day Rank:1052
Days: 200 Month Return:
-2.60%
Month Rank:2075
Last:2025-08-19 Year Return:
0.00%
Year Rank:916
Visits:86 All Time Return:
11.62%
All Time Rank:1469


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
0.05%
-1.76%
7.71%
1.21%
4.36%
2.48%
-2.64%
    
    
    
11.57%
12.40%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/02/202556AFL Aflac Inc-0.66%$112.88$108.42$6,072-3.95%4.62%
03/31/202593CAH Cardinal Health Inc-1.29%$128.32$150.31$13,97917.14%10.64%
04/02/2025334CELH Celsius Holdings, Inc.-3.03%$37.01$56.06$18,72451.48%14.25%
04/01/202551CVNA Carvana Inc.0.99%$208.18$365.47$18,63975.56%14.18%
04/04/202560FFIV F5 Networks Inc0.76%$247.18$324.11$19,44731.12%14.80%
04/02/202559MCD McDonald`s Corp-1.09%$312.36$302.01$17,819-3.31%13.56%
03/04/202525MCK McKesson Corp-1.20%$672.58$702.67$17,5674.47%13.37%
04/01/202545V Visa Inc-0.11%$336.15$339.06$15,2580.87%11.61%
04/01/20253,334Cash   0.00%1.00€1.00€3,334€0.00%2.99%
EUR/USD: 1.17803    GBP/EUR: 1.1600 Portfolio Value: $131,431 111,568€ 100%

 # PerformanceXiurongS&P500
Return:
11.57%
12.40%
Annualized Return:21.99%23.65%
Std (Volatility):21.4219.07
Sharpe:0.841.03
Beta:0.221.00
Jensen Alpha:1.370.00
Drawdown:9.6916.09



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