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1 Men.  BolsiaCoins 25830 Bolsiacoins  $c55yY4xraYYV5i
 # CarteraValue Portfolio       Currency:EURTop 25: 252
Visit CarteraValue
Look
Start:12/11/2011 Day Return:
0.00%
Day Rank:228
Days: 4753 Month Return:
-2.19%
Month Rank:1347
Last:2024-11-11 Year Return:
0.00%
Year Rank:235
Visits:3790 All Time Return:
232.67%
All Time Rank:111


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
    
4.28%
4.28%
0.19%
2012
-1.59%
-1.18%
2.07%
0.29%
7.04%
2.99%
7.14%
-3.22%
-0.32%
-6.28%
-1.21%
-3.42%
1.44%
13.41%
2013
2.28%
5.18%
7.74%
7.62%
-1.04%
0.32%
2.04%
-2.67%
-2.04%
4.06%
2.83%
-2.35%
25.87%
29.60%
2014
-2.67%
0.38%
2.66%
2.34%
0.36%
1.11%
-1.23%
5.64%
4.50%
1.24%
5.13%
0.86%
21.91%
11.39%
2015
2.42%
1.84%
0.53%
-3.66%
0.87%
-2.68%
1.96%
-5.43%
1.12%
2.39%
2.45%
0.19%
1.61%
-0.73%
2016
1.76%
1.18%
-0.20%
-0.95%
2.59%
2.65%
-0.26%
-0.68%
-0.38%
1.60%
-0.07%
1.75%
9.25%
9.54%
2017
-1.38%
3.85%
0.05%
-1.03%
0.26%
-1.14%
-0.34%
-0.52%
-0.18%
3.06%
0.68%
0.24%
3.45%
15.21%
2018
-1.32%
-4.69%
-0.74%
-0.26%
0.09%
1.79%
3.31%
1.42%
0.74%
4.17%
1.32%
-4.34%
1.08%
-2.81%
2019
1.74%
1.46%
2.10%
1.63%
-0.53%
2.25%
3.43%
0.62%
1.75%
-1.72%
1.39%
0.47%
15.49%
28.87%
2020
1.65%
-4.90%
-2.32%
4.58%
-0.27%
-2.77%
2.11%
2.49%
-0.18%
0.73%
0.65%
-1.38%
0.03%
15.97%
2021
-0.68%
-1.45%
3.87%
-0.84%
0.64%
0.29%
2.84%
1.23%
-1.71%
1.28%
1.25%
3.17%
10.15%
27.26%
2022
0.16%
0.02%
2.19%
5.50%
-2.62%
-3.08%
2.48%
-0.65%
-2.37%
4.17%
2.83%
-4.89%
3.24%
-19.82%
2023
-3.86%
0.03%
0.62%
1.10%
-2.13%
4.31%
1.52%
6.39%
-2.51%
-0.69%
-0.45%
0.30%
4.28%
24.54%
2024
4.93%
1.45%
1.79%
-1.78%
-1.60%
3.05%
6.01%
5.36%
0.73%
-0.54%
9.09%
-2.19%
28.87%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/02/2022113BRK-B Berkshire Hathaway Inc-0.03%$296.57$457.87$51,73954.39%14.81%
11/02/202294DE Deere & Co0.00%$389.87$440.44$41,40112.97%11.85%
12/13/2011257JNJ Johnson & Johnson0.01%$72.10$146.59$37,674103.32%10.78%
12/13/2011689KO Coca-Cola Co-The-0.01%$28.34$63.13$43,497122.74%12.45%
11/02/2022150MCD McDonald`s Corp0.00%$273.98$296.61$44,4928.26%12.73%
07/12/202490MS Morgan Stanley-0.01%$104.30$127.38$11,46422.13%3.28%
12/13/2011273PG Procter & Gamble Co-The0.00%$65.03$171.09$46,708163.09%13.37%
02/26/2024626WMT Wal-Mart Stores Inc0.01%$67.02$94.25$59,00140.63%16.89%
02/26/202412,781Cash   0.00%1.00€1.00€12,781€0.00%3.84%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $349,398 332,672€ 100%

 # PerformanceCarteraValueS&P500
Return:
232.65%
382.06%
Annualized Return:9.31%12.35%
Std (Volatility):10.3216.28
Sharpe:0.510.51
Beta:0.211.00
Jensen Alpha:0.360.00
Drawdown:14.7833.92



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