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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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 # Heidy2 Portfolio       Currency:EURTop 25: 590
Visit Heidy2
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Start:05/11/2024 Day Return:
0.00%
Day Rank:909
Days: 226 Month Return:
-2.09%
Month Rank:1016
Last:2024-09-14 Year Return:
0.00%
Year Rank:556
Visits:275 All Time Return:
14.80%
All Time Rank:615


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
4.57%
3.10%
-0.01%
-0.82%
3.37%
-0.25%
6.35%
-2.09%
14.80%
13.71%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/202444ACN Accenture plc-0.04%$308.37$366.61$16,13118.89%13.47%
05/13/2024147DELL Dell Technologies Inc0.06%$128.54$115.80$17,023-9.91%14.21%
05/13/2024207EIX Edison International0.02%$74.94$79.50$16,4576.08%13.74%
05/13/2024822HPE Hewlett Packard Enterprise0.01%$17.30$21.61$17,76324.92%14.83%
05/13/2024474HPQ Hewlett-Packard0.01%$30.17$32.95$15,6189.20%13.04%
05/13/202484IBM International Business Machines Corp0.01%$167.78$223.39$18,76533.15%15.67%
05/13/2024610LNVGY Lenovo Group Limited0.00%$26.09$24.47$14,927-6.21%12.46%
05/13/20242,952Cash   0.00%1.00€1.00€2,952€0.00%2.57%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $119,763 114,797€ 100%

 # PerformanceHeidy2S&P500
Return:
14.80%
13.71%
Annualized Return:24.84%22.95%
Std (Volatility):19.5813.11
Sharpe:1.061.45
Beta:0.891.00
Jensen Alpha:0.400.00
Drawdown:12.098.19



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