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 # Bulee07 Portfolio       Currency:EURTop 25: 91
Visit Bulee07
Look
Start:02/19/2014 Day Return:
0.00%
Day Rank:718
Days: 3952 Month Return:
2.99%
Month Rank:407
Last:2024-11-20 Year Return:
0.00%
Year Rank:93
Visits:2209 All Time Return:
168.25%
All Time Rank:191


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
1.25%
1.51%
-1.42%
0.72%
2.22%
-3.05%
0.24%
-1.00%
-1.19%
4.76%
-1.42%
2.42%
12.59%
2015
5.32%
4.88%
2.58%
-1.71%
-0.81%
-2.12%
0.79%
-2.50%
-5.16%
6.16%
3.41%
-1.36%
9.13%
-0.73%
2016
-4.59%
-2.97%
1.67%
1.27%
3.85%
-6.30%
2.77%
0.66%
-0.46%
3.29%
0.14%
3.89%
2.62%
9.54%
2017
0.04%
1.01%
2.43%
0.98%
-1.04%
-0.94%
0.81%
-2.11%
3.05%
5.34%
-0.85%
0.26%
9.11%
15.21%
2018
7.05%
-1.74%
-3.56%
4.93%
0.81%
2.15%
0.03%
-0.31%
2.62%
-4.28%
0.10%
-4.93%
2.18%
-2.81%
2019
6.87%
3.10%
0.67%
6.76%
-3.70%
3.77%
0.12%
-3.51%
1.96%
1.44%
3.70%
-0.01%
22.61%
28.88%
2020
1.02%
-4.30%
-10.31%
6.70%
1.03%
3.81%
0.64%
3.43%
-2.37%
0.43%
0.47%
1.92%
1.39%
16.26%
2021
2.04%
0.67%
0.34%
-0.06%
-1.06%
3.35%
1.19%
1.65%
1.14%
4.78%
-0.14%
-0.78%
13.78%
26.89%
2022
-5.56%
0.71%
0.70%
-1.71%
-0.94%
-9.59%
4.67%
1.67%
-4.49%
5.95%
2.96%
-4.19%
-10.45%
-19.79%
2023
5.78%
1.22%
0.40%
1.58%
0.28%
1.93%
0.21%
2.21%
-1.48%
0.85%
5.09%
0.43%
19.90%
24.54%
2024
4.85%
3.17%
3.78%
-4.08%
2.58%
-0.62%
9.35%
2.46%
3.04%
0.11%
5.70%
2.99%
38.12%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
02/24/2014130ALV.DE ALLIANZ0.03%180.29€302.40€39,312€67.73%14.65%
07/11/202443COST Costco Wholesale Corp0.09%$849.50$988.80$42,51816.40%15.09%
10/01/2015915CS.PA AXA0.01%26.61€34.12€31,220€28.23%11.64%
06/05/20142,729IBE.MC Iberdrola0.00%9.51€13.14€35,859€38.15%13.37%
02/21/201482MSFT Microsoft Corp-0.01%$38.32$447.26$36,6751067.24%13.02%
06/26/2024326MU Micron Technology Inc0.02%$113.56$102.53$33,425-9.71%11.86%
07/21/201748NFLX Netflix Inc0.01%$184.33$918.74$44,100398.42%15.65%
07/21/201712,647Cash   0.00%1.00€1.00€12,647€0.00%4.71%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $281,741 268,253€ 100%

 # PerformanceBulee07S&P500
Return:
168.27%
230.87%
Annualized Return:9.35%11.44%
Std (Volatility):12.8517.20
Sharpe:0.420.43
Beta:0.371.00
Jensen Alpha:0.260.00
Drawdown:27.2733.92



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