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 # Amerika Portfolio       Currency:EURTop 25: 345
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Start:07/29/2023 Day Return:
-0.13%
Day Rank:718
Days: 704 Month Return:
6.55%
Month Rank:75
Last:2025-02-04 Year Return:
0.00%
Year Rank:1654
Visits:1133 All Time Return:
61.60%
All Time Rank:270


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
0.32%
-0.25%
-3.91%
-0.66%
14.47%
3.48%
13.16%
3.78%
2024
3.71%
9.91%
1.68%
-3.05%
8.66%
8.39%
-3.48%
1.64%
2.88%
2.36%
7.33%
2.18%
49.94%
23.59%
2025
4.07%
-3.21%
-12.26%
-7.35%
9.16%
6.59%
-0.27%
    
    
    
    
    
-4.99%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/31/2023101AAPL Apple Inc.2.03%$195.63$205.12$20,7174.85%10.88%
07/31/2023159AFL Aflac Inc0.34%$87.82$105.43$16,76320.06%8.80%
07/31/2023119AMZN Amazon.com-1.75%$133.55$219.40$26,10964.28%13.71%
07/31/2023871CCL Carnival Corp3.08%$18.59$28.10$24,47551.15%12.85%
07/31/202330EEM iShares MSCI Emerging Markets0.29%$41.85$48.23$1,44715.25%0.76%
07/31/202340META Meta0.61%$323.91$738.01$29,520127.85%15.50%
07/31/202343MSFT Microsoft Corp0.30%$337.07$497.16$21,37847.49%11.22%
06/10/2024188NVDA NVIDIA Corp0.15%$131.88$157.87$29,68019.71%15.58%
07/31/2023127PDD Pinduoduo Inc.-0.46%$88.94$104.65$13,29117.66%6.98%
07/31/20231SAB.MC Sabadell0.59%3.13€2.72€3€-13.13%0.00%
07/31/20236,004Cash   0.00%1.00€1.00€6,004€0.00%3.72%
EUR/USD: 1.18149    GBP/EUR: 1.1700 Portfolio Value: $190,476 161,217€ 100%

 # PerformanceAmerikaS&P500
Return:
61.22%
35.00%
Annualized Return:28.05%16.81%
Std (Volatility):24.7214.84
Sharpe:0.970.86
Beta:0.881.00
Jensen Alpha:1.280.00
Drawdown:30.0218.46



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