Penta US Technology vs Nasdaq
*Inception. Nasdaq: Reference index.
Cumulative return back-calculated with an initial investment of € 10000.
Performance since inception
Live tracking since 01/01/2022 with an initial investment of € 10000.
PENTA US Technology
Statistics
Depot | Performance closed month | Performance previous month | Since inception (01.01.2022) | Year to date | Hist. perf. p.a. |
Penta US Technology | 4,59% | -4,01% | 2,22% | 4,59% | +48% |
Nasdaq100* | 2,82% | -0,15% | 31,00% | 2,82% | +19% |
Top 5
Cigna | +26.24% | Enphase | -22,45% |
McKesson | +17.68% | AMD | -19.02% |
Newmont Corp | +7.22% | Ford | -17.61% |
Vertex Pharmaceuticals | +3.90% | First Solar | -17.21% |
Bristol Myers Squibb | +3.77% | Nvidia | -16.97% |
Flop 5
* Reference index
** Average yearly returns based on back calculation for the period 01.01.2002 - 31.12.2021. Performance calculation excluding fees and taxes.
Status:
02.02.2025
Transactions
Ø Number of transactions per year |
90 days |
Ø Holding period |
30 |
Current portfolio composition
Shares | Stock | ISIN | Buy price | Current price | Total | Performance* |
3 | Axon Enterprise | US05464C1018 | 572,85€ | 627,40€ | 1882,20€ | +9,52% |
7 | Microstrategy | US5949724083 | 286,61€ | 322,07€ | 2254,49€ | +12,37% |
5 | Applovin | US03831W1080 | 355,55€ | - | 1777,75€ | 0% |
11 | Doordash | US25809K1051 | 170,97€ | 181,65€ | 1998,15€ | +6,25% |
19 | Marvell Technology | US5738741041 | 108,65€ | 108,57€ | 2062,83€ | -0,07% |
Cash | 246,35€ | |||||
Total | 10 221,77€ | +221,77€ |
Intramonth sells
Shares | Stock | ISIN | Buy price | Sell price | Total | Performance |
Transaction history
Stock | Buy date | Sell date | Performance |
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Current portfolio composition
Shares | Stock | ISIN | Current price | Performance* |
3 | Axon Enterprise | US05464C1018 | 627,40€ | +9,52% |
7 | Microstrategy | US5949724083 | 322,07€ | +12,37% |
5 | Applovin | US03831W1080 | - | 0% |
11 | Doordash | US25809K1051 | 181,65€ | +6,25% |
19 | Marvell Technology | US5738741041 | 108,57€ | -0,07% |
Cash | ||||
Total | +221,77€ |
Intramonth sells
Shares | Stock | ISIN | Sell price | Performance |
Transaction history
Stock | Buy date | Sell date | Performance |