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 # Ortiz995 Portfolio       Currency:EURTop 25: 370
Visit Ortiz995
Look
Start:08/31/2024 Day Return:
0.00%
Day Rank:1542
Days: 456 Month Return:
-0.93%
Month Rank:1673
Last:2025-10-22 Year Return:
0.00%
Year Rank:575
Visits:531 All Time Return:
55.88%
All Time Rank:371


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
0.01%
0.15%
6.10%
18.12%
0.09%
25.63%
4.20%
2025
4.07%
-7.25%
-13.34%
0.74%
17.84%
3.15%
9.41%
-2.71%
10.36%
4.09%
-0.93%
    
24.09%
16.29%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/14/202451AVGO Broadcom Inc1.36%$229.97$402.95$20,55075.22%11.37%
10/09/2024207BNTX BioNTech SE0.44%$114.12$103.05$21,331-9.70%11.80%
10/15/20242,212BPE.MI Banca Pop Emilia Romagna0.44%5.87€10.36€22,916€76.58%14.70%
10/12/202470CVNA Carvana Inc.4.20%$198.65$372.33$26,06387.43%14.42%
10/01/2024237GEHC GE HealthCare Technologies Inc.-0.79%$86.24$79.97$18,953-7.28%10.48%
10/04/20244,748GLEN.L Glencore1.15%£3.85£3.62£19,581-5.97%12.56%
10/15/2024368IONQ IONQ4.26%$18.08$48.90$17,995170.50%9.95%
10/03/2024130NVDA NVIDIA Corp-1.81%$123.94$176.99$23,00942.81%12.73%
10/03/20243,103Cash   0.00%1.00€1.00€3,103€0.00%1.99%
EUR/USD: 1.15981    GBP/EUR: 1.1400 Portfolio Value: $180,789 155,878€ 100%

 # PerformanceOrtiz995S&P500
Return:
55.88%
21.17%
Annualized Return:42.55%16.58%
Std (Volatility):32.3315.39
Sharpe:1.190.82
Beta:0.861.00
Jensen Alpha:2.770.00
Drawdown:34.0718.46



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