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 # TopZ Portfolio       Currency:EURTop 25: 1043
Visit TopZ
Look
Start:06/01/2024 Day Return:
0.00%
Day Rank:381
Days: 667 Month Return:
-3.62%
Month Rank:293
Last:2026-03-13 Year Return:
0.00%
Year Rank:622
Visits:429 All Time Return:
11.26%
All Time Rank:1594


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
0.75%
2.50%
-0.44%
-1.58%
-4.55%
2.38%
1.00%
-0.11%
13.15%
2025
3.00%
0.90%
-4.61%
-3.21%
1.70%
-2.68%
4.61%
3.35%
0.20%
3.07%
0.63%
3.06%
9.96%
16.77%
2026
5.25%
-0.14%
-3.62%
    
    
    
    
    
    
    
    
    
1.29%
-6.92%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/03/202440ALV.DE ALLIANZ0.00%270.41€351.40€14,056€29.95%12.63%
06/03/202480BA Boeing Co-The-1.97%$183.30$190.53$15,2423.95%11.90%
06/04/20242,824BP.L BP0.17%£4.41£5.83£18,94032.10%17.02%
06/03/2024213BSX Boston Scientific Corp-1.43%$78.89$69.17$14,733-12.32%11.50%
06/03/202429LMT Lockheed Martin Corp-1.84%$467.26$615.59$17,85231.74%13.94%
06/03/202414REGN Regeneron-2.51%$1000.81$737.71$10,328-26.29%8.06%
06/03/2024234RIO.L Rio Tinto1.79%£52.63£65.29£17,57024.06%15.79%
01/10/202518TSLA Tesla Motors-2.76%$324.57$361.76$6,51211.46%5.08%
01/10/20254,519Cash   0.00%1.00€1.00€4,519€0.00%4.06%
EUR/USD: 1.15113    GBP/EUR: 1.1500 Portfolio Value: $128,077 111,262€ 100%

 # PerformanceTopZS&P500
Return:
11.26%
22.98%
Annualized Return:6.02%12.00%
Std (Volatility):13.6414.54
Sharpe:0.150.55
Beta:0.451.00
Jensen Alpha:-0.160.00
Drawdown:17.4618.46



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