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 # Fnorth Portfolio       Currency:EURTop 25: 680
Visit Fnorth
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Start:04/01/2013 Day Return:
0.10%
Day Rank:1161
Days: 3833 Month Return:
1.47%
Month Rank:40
Last:2022-08-15 Year Return:
0.00%
Year Rank:1856
Visits:2640 All Time Return:
101.97%
All Time Rank:294


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
0.46%
1.65%
-0.75%
2.41%
-0.41%
0.33%
5.94%
2.34%
0.07%
12.52%
18.32%
2014
-3.27%
3.37%
-0.81%
2.35%
3.07%
1.04%
-1.74%
5.59%
-0.06%
3.09%
1.27%
4.20%
19.24%
11.39%
2015
3.80%
5.94%
3.35%
-2.45%
2.11%
-1.95%
2.17%
-5.85%
-1.20%
8.04%
2.79%
-4.05%
12.41%
-0.73%
2016
-2.07%
-0.49%
0.92%
0.02%
2.64%
3.60%
1.08%
1.71%
-3.55%
2.27%
2.84%
3.86%
13.28%
9.54%
2017
-2.59%
2.29%
-1.05%
-1.28%
-0.41%
-2.76%
-1.97%
-2.05%
2.47%
3.80%
0.31%
0.39%
-3.05%
15.21%
2018
-0.13%
-3.69%
-3.34%
1.48%
1.77%
1.24%
2.34%
0.33%
0.63%
-3.68%
0.53%
-5.82%
-8.41%
-2.81%
2019
3.35%
3.39%
3.33%
-0.51%
-1.65%
2.89%
2.70%
-2.12%
2.09%
-2.58%
1.50%
-1.27%
11.35%
28.87%
2020
-0.84%
-5.61%
-5.52%
5.13%
0.57%
-1.61%
-0.68%
0.75%
-0.60%
1.68%
3.16%
-3.02%
-6.92%
15.97%
2021
0.31%
-0.22%
5.77%
0.17%
0.71%
0.64%
1.62%
2.40%
0.66%
2.61%
3.72%
2.26%
22.51%
27.59%
2022
-3.54%
0.25%
3.65%
2.70%
-4.64%
0.91%
5.83%
0.25%
-3.54%
6.20%
1.24%
-4.51%
4.09%
-20.03%
2023
-0.76%
0.97%
-2.91%
1.12%
-1.33%
-0.29%
1.69%
0.86%
1.57%
    
    
    
0.82%
12.16%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/12/2013409AIG American International Group Inc0.95%$40.21$61.59$25,19053.15%11.80%
04/12/20133,327BP.L BP0.56%£4.51£5.42£20,91820.10%10.35%
04/11/201359COST Costco Wholesale Corp1.00%$105.85$569.19$33,582437.72%15.73%
08/02/202113GE General Electric Co1.34%$100.22$112.38$1,40512.13%0.66%
04/12/2013379GIS General Mills Inc-0.58%$49.25$63.68$24,13529.31%11.30%
04/11/2013127MMM 3M Co-0.28%$108.68$93.20$11,836-14.25%5.54%
04/11/2013150PFE Pfizer Inc-0.28%$30.47$32.01$4,8025.05%2.25%
04/11/201385,664Cash   0.00%1.00€1.00€85,664€0.00%42.37%
EUR/USD: 1.05614    GBP/EUR: 1.1600 Portfolio Value: $213,515 202,165€ 100%

 # PerformanceFnorthS&P500
Return:
102.17%
174.47%
Annualized Return:6.78%9.86%
Std (Volatility):11.6417.21
Sharpe:0.240.34
Beta:0.261.00
Jensen Alpha:0.130.00
Drawdown:16.2333.92



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