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 # Kalapatar Portfolio       Currency:EURTop 25: 1428
Visit Kalapatar
Look
Start:03/01/2025 Day Return:
0.00%
Day Rank:777
Days: 250 Month Return:
0.66%
Month Rank:240
Last:2025-10-09 Year Return:
0.00%
Year Rank:1148
Visits:135 All Time Return:
13.64%
All Time Rank:1574


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
-1.57%
1.46%
3.62%
0.78%
5.58%
-2.54%
8.52%
-3.07%
0.65%
    
13.63%
15.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/03/20251,626BPE.MI Banca Pop Emilia Romagna-0.81%7.51€10.37€16,862€38.11%14.84%
03/04/202546ECL Ecolab Inc0.46%$270.20$258.64$11,897-4.28%9.11%
03/04/2025200INSM Insmed Incorporated-3.99%$74.38$70.64$14,128-5.03%10.82%
03/04/202513LLY Eli Lilly & Co1.23%$932.64$907.55$11,798-2.69%9.04%
03/03/20259RHM.DE Rheinmetall Aktie-2.54%1159.32€1726.50€15,539€48.92%13.67%
03/03/20251,523RR.L Rolls Royce Holdings plc-1.37%7.52€11.49€17,499€52.79%15.40%
03/03/202558SAP.DE SAP-1.14%264.01€226.00€13,108€-14.40%11.54%
03/03/20251,415TKA.DE Thyssenkrupp1.71%8.40€9.40€13,301€11.91%11.71%
03/03/20254,400Cash   0.00%1.00€1.00€4,400€0.00%3.87%
EUR/USD: 1.14900    GBP/EUR: 1.1300 Portfolio Value: $130,558 113,627€ 100%

 # PerformanceKalapatarS&P500
Return:
13.63%
15.51%
Annualized Return:20.41%23.32%
Std (Volatility):20.1417.64
Sharpe:0.811.10
Beta:0.581.00
Jensen Alpha:0.520.00
Drawdown:16.3816.09



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