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 # Heidy Portfolio       Currency:EURTop 25: 880
Visit Heidy
Look
Start:05/11/2024 Day Return:
0.00%
Day Rank:2468
Days: 688 Month Return:
3.52%
Month Rank:9
Last:2026-03-26 Year Return:
0.00%
Year Rank:998
Visits:970 All Time Return:
31.49%
All Time Rank:799


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
3.64%
9.22%
-0.96%
-1.90%
2.58%
-0.74%
7.86%
2.59%
23.91%
12.78%
2025
-0.02%
-2.37%
-14.77%
-3.44%
10.75%
9.14%
5.97%
-0.47%
12.37%
7.06%
-7.83%
-5.46%
7.35%
16.77%
2026
-2.85%
-1.71%
3.52%
    
    
    
    
    
    
    
    
    
-1.14%
-6.92%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/12/202464AVGO Broadcom Inc-2.82%$167.69$300.78$19,25079.37%12.72%
05/13/2024136DELL Dell Technologies Inc-2.28%$122.39$171.80$23,36540.37%15.44%
05/13/2024926HPE Hewlett Packard Enterprise-4.51%$17.35$23.94$22,16837.99%14.65%
05/13/2024865HPQ Hewlett-Packard0.60%$27.73$19.43$16,807-29.92%11.10%
05/13/202477IBM International Business Machines Corp-2.21%$186.77$236.29$18,19426.52%12.02%
05/13/2024445INTC Intel Corp-2.20%$30.91$43.14$19,19739.54%12.68%
05/13/202486ORCL Oracle Corp-2.21%$116.64$139.65$12,01019.73%7.93%
10/24/2024572WTB.L Whitbread PLC-2.47%£26.52£22.53£14,820-15.04%11.27%
10/24/20242,877Cash   0.00%1.00€1.00€2,877€0.00%2.19%
EUR/USD: 1.15113    GBP/EUR: 1.1500 Portfolio Value: $151,363 131,491€ 100%

 # PerformanceHeidyS&P500
Return:
31.49%
22.58%
Annualized Return:15.66%11.42%
Std (Volatility):28.4314.42
Sharpe:0.410.51
Beta:0.871.00
Jensen Alpha:0.520.00
Drawdown:33.3318.46



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