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  BolsiaCoins 0 Bolsiacoins  $GX2HEOTRjrWmG1
 # Heidy Portfolio       Currency:EURTop 25: 1200
Visit Heidy
Look
Start:05/11/2024 Day Return:
0.00%
Day Rank:2361
Days: 590 Month Return:
-4.57%
Month Rank:2520
Last:2025-11-26 Year Return:
0.00%
Year Rank:1618
Visits:814 All Time Return:
34.28%
All Time Rank:825


 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%
-4.57%
8.37%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/12/202464AVGO Broadcom Inc3.18%$167.69$340.51$21,793103.06%13.86%
05/13/2024134DELL Dell Technologies Inc2.83%$127.32$126.41$16,939-0.72%10.77%
05/13/2024926HPE Hewlett Packard Enterprise2.03%$17.35$24.41$22,60440.70%14.38%
05/13/2024865HPQ Hewlett-Packard-0.81%$27.73$23.24$20,103-16.18%12.79%
05/13/202485IBM International Business Machines Corp0.18%$184.98$300.93$25,57962.68%16.27%
05/13/2024496INTC Intel Corp1.49%$30.91$36.85$18,27819.20%11.63%
05/13/202486ORCL Oracle Corp6.63%$116.64$192.32$16,54064.88%10.52%
10/24/2024289WTB.L Whitbread PLC-0.69%£28.98£25.81£8,503-10.95%6.33%
10/24/20244,634Cash   0.00%1.00€1.00€4,634€0.00%3.45%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $157,216 134,276€ 100%

 # PerformanceHeidyS&P500
Return:
34.28%
30.54%
Annualized Return:19.96%17.89%
Std (Volatility):28.8514.84
Sharpe:0.550.94
Beta:0.921.00
Jensen Alpha:0.320.00
Drawdown:33.3318.46



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