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 # Kovexda Portfolio       Currency:EURTop 25: 99
Visit Kovexda
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Start:06/08/2024 Day Return:
0.00%
Day Rank:1668
Days: 450 Month Return:
0.28%
Month Rank:996
Last:2025-07-01 Year Return:
0.00%
Year Rank:117
Visits:381 All Time Return:
46.77%
All Time Rank:320


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
-0.31%
1.09%
0.09%
4.28%
1.62%
6.47%
2.26%
16.38%
9.82%
2025
7.04%
0.55%
-3.68%
-0.96%
8.71%
2.20%
10.26%
0.28%
    
    
    
    
26.12%
10.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/18/202456AAPL Apple Inc.-0.18%$224.60$232.27$13,0073.42%7.60%
07/29/20241,531BBVA.MC BBVA-0.96%9.45€15.40€23,577€62.91%16.06%
06/11/20242,677CABK.MC Caixabank-0.70%5.17€8.46€22,647€63.70%15.43%
07/24/2024210ENR.DE Siemens Energy AG-1.54%25.56€91.00€19,110€255.96%13.02%
06/24/202469GD General Dynamics Corp-0.10%$288.13$324.63$22,39912.67%13.09%
07/30/2024120GOOG Google Inc0.55%$171.33$213.66$25,63924.70%14.98%
07/26/202485INSM Insmed Incorporated-3.99%$73.53$70.64$6,004-3.93%3.51%
06/21/202481SU.PA SCHNEIDER-0.75%227.52€212.10€17,180€-6.78%11.71%
06/21/20246,764Cash   0.00%1.00€1.00€6,764€0.00%4.61%
EUR/USD: 1.16626    GBP/EUR: 1.1500 Portfolio Value: $171,173 146,771€ 100%

 # PerformanceKovexdaS&P500
Return:
46.77%
21.36%
Annualized Return:36.42%16.96%
Std (Volatility):19.1816.26
Sharpe:1.690.80
Beta:0.751.00
Jensen Alpha:2.270.00
Drawdown:17.5818.46



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