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 # Kalapatar Portfolio       Currency:EURTop 25: 1784
Visit Kalapatar
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Start:03/01/2025 Day Return:
-1.90%
Day Rank:2470
Days: 367 Month Return:
0.05%
Month Rank:1542
Last:2026-03-02 Year Return:
0.00%
Year Rank:1494
Visits:250 All Time Return:
18.28%
All Time Rank:1689


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
-1.57%
1.46%
3.62%
0.78%
5.58%
-2.54%
8.52%
-3.07%
-1.22%
2.49%
14.29%
16.74%
2026
3.44%
1.66%
-1.78%
    
    
    
    
    
    
    
    
    
3.28%
-0.21%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/03/20251,462BPE.MI Banca Pop Emilia Romagna-4.12%7.51€11.53€16,857€53.55%14.28%
03/04/202546ECL Ecolab Inc-1.34%$270.20$304.22$13,99412.59%10.13%
03/04/2025200INSM Insmed Incorporated-3.99%$74.38$70.64$14,128-5.03%10.23%
03/04/202517LLY Eli Lilly & Co-2.25%$958.84$1028.32$17,4817.25%12.66%
03/03/20259RHM.DE Rheinmetall Aktie-2.16%1159.32€1630.50€14,675€40.64%12.43%
03/03/20251,360RR.L Rolls Royce Holdings plc-1.76%7.48€13.42€18,244€79.28%15.46%
03/03/202558SAP.DE SAP-2.26%264.01€167.20€9,698€-36.67%8.22%
03/03/20251,415TKA.DE Thyssenkrupp-4.17%8.40€10.10€14,292€20.24%12.11%
03/03/20255,303Cash   0.00%1.00€1.00€5,303€0.00%4.49%
EUR/USD: 1.17013    GBP/EUR: 1.1500 Portfolio Value: $138,123 118,041€ 100%

 # PerformanceKalapatarS&P500
Return:
18.04%
16.50%
Annualized Return:18.09%16.55%
Std (Volatility):19.2015.45
Sharpe:0.730.81
Beta:0.571.00
Jensen Alpha:0.690.00
Drawdown:16.3816.09



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