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IBEX 11,481 0.88% sube  
EUROSTOXX50 4,869 0.01% sube  
FTSE 8,093 -0.21% sube  
DAX 19,916 0.62% sube  
   



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 # Heidy Portfolio       Currency:EURTop 25: 374
Visit Heidy
Look
Start:05/11/2024 Day Return:
0.00%
Day Rank:1400
Days: 226 Month Return:
1.74%
Month Rank:363
Last:2024-12-19 Year Return:
0.00%
Year Rank:325
Visits:383 All Time Return:
22.88%
All Time Rank:430


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
3.64%
9.22%
-0.96%
-1.90%
2.58%
-0.74%
7.86%
1.74%
22.88%
13.71%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/12/202490AVGO Broadcom Inc0.00%$167.69$220.96$19,88631.77%15.51%
05/13/2024134DELL Dell Technologies Inc0.06%$127.32$115.80$15,517-9.05%12.10%
05/13/2024926HPE Hewlett Packard Enterprise0.01%$17.35$21.61$20,01124.56%15.61%
05/13/2024510HPQ Hewlett-Packard0.01%$30.17$32.95$16,8059.20%13.11%
05/13/202483IBM International Business Machines Corp0.01%$167.78$223.39$18,54133.15%14.46%
05/13/2024496INTC Intel Corp0.01%$30.91$19.52$9,682-36.86%7.55%
05/13/2024106ORCL Oracle Corp0.02%$116.64$169.77$17,99645.55%14.04%
10/24/2024193WTB.L Whitbread PLC0.27%£31.02£29.10£6,740-6.20%5.48%
10/24/20242,616Cash   0.00%1.00€1.00€2,616€0.00%2.13%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $128,198 122,882€ 100%

 # PerformanceHeidyS&P500
Return:
22.88%
13.71%
Annualized Return:39.28%22.95%
Std (Volatility):23.6713.11
Sharpe:1.491.45
Beta:1.211.00
Jensen Alpha:1.240.00
Drawdown:13.998.19



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