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 # Heidy3 Portfolio       Currency:EURTop 25: 14
Visit Heidy3
Look
Start:05/11/2024 Day Return:
-1.31%
Day Rank:1759
Days: 417 Month Return:
0.85%
Month Rank:945
Last:2025-06-03 Year Return:
0.00%
Year Rank:4
Visits:505 All Time Return:
87.99%
All Time Rank:255


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
4.74%
-0.60%
6.99%
1.44%
6.75%
1.55%
11.44%
2.26%
39.56%
12.88%
2025
6.75%
1.09%
-0.11%
5.56%
17.37%
2.32%
-1.86%
    
    
    
    
    
34.12%
5.16%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024334ENR.DE Siemens Energy AG-0.54%23.37€94.98€31,723€306.48%16.95%
05/13/2024821IDR.MC Indra-1.41%19.65€36.34€29,835€84.94%15.94%
05/13/202446RACE Ferrari N.V.-0.50%$416.34$488.30$22,46217.28%10.20%
05/13/20242,593RR.L Rolls Royce Holdings plc-2.29%£4.21£9.45£28,436124.30%15.19%
05/13/2024227SGO.PA Saint Gobain-1.67%82.80€97.98€22,241€18.33%11.88%
05/13/2024198THC Tenet Healthcare Corp0.15%$124.85$176.27$34,90141.19%15.84%
05/13/202469TSLA Tesla Motors-4.88%$195.98$302.15$20,84854.18%9.46%
05/13/20248,491Cash   0.00%1.00€1.00€8,491€0.00%4.54%
EUR/USD: 1.17696    GBP/EUR: 1.1600 Portfolio Value: $220,303 187,180€ 100%

 # PerformanceHeidy3S&P500
Return:
87.18%
18.71%
Annualized Return:72.88%16.15%
Std (Volatility):23.4516.59
Sharpe:2.940.73
Beta:0.941.00
Jensen Alpha:5.750.00
Drawdown:16.3218.46



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