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 # Fran-usa Portfolio       Currency:EURTop 25: 8
Visit Fran-usa
Look
Start:11/14/2011 Day Return:
0.00%
Day Rank:518
Days: 4711 Month Return:
-0.02%
Month Rank:893
Last:2024-09-11 Year Return:
0.00%
Year Rank:17
Visits:6454 All Time Return:
817.93%
All Time Rank:2


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
-1.82%
-0.84%
-2.64%
0.46%
2012
8.39%
6.22%
2.63%
-5.11%
-2.01%
1.46%
1.07%
1.19%
-1.33%
-6.20%
0.84%
0.70%
7.15%
13.41%
2013
1.45%
1.99%
2.94%
-0.06%
5.50%
-2.50%
2.39%
1.18%
3.91%
6.37%
4.37%
2.48%
34.09%
29.60%
2014
-2.59%
2.52%
-0.54%
-0.83%
1.99%
-0.39%
1.73%
3.68%
0.68%
-1.78%
4.80%
1.17%
10.68%
11.39%
2015
1.60%
6.09%
1.29%
1.14%
2.14%
-5.32%
4.78%
-4.84%
1.65%
11.44%
4.86%
-1.67%
24.35%
-0.73%
2016
-3.66%
-2.86%
3.95%
-1.42%
8.33%
-0.74%
6.90%
1.91%
2.98%
1.39%
5.66%
4.13%
29.04%
9.54%
2017
1.23%
1.43%
2.09%
-0.78%
4.75%
-1.28%
0.90%
0.44%
1.68%
7.91%
-0.89%
-0.85%
17.52%
15.21%
2018
6.56%
0.71%
-2.61%
2.86%
5.44%
-0.75%
2.57%
5.86%
0.50%
-9.91%
-0.29%
-6.87%
2.68%
-2.81%
2019
5.29%
2.40%
5.29%
4.02%
-5.92%
4.66%
2.49%
-2.72%
2.00%
2.28%
3.49%
0.86%
26.23%
28.87%
2020
3.84%
-1.10%
-1.59%
9.13%
3.35%
3.13%
4.63%
6.37%
-1.76%
-1.14%
-0.31%
-0.20%
26.41%
16.27%
2021
1.30%
3.13%
-0.33%
4.60%
-3.78%
14.30%
1.40%
-1.04%
0.90%
1.98%
2.64%
-0.65%
26.14%
26.89%
2022
-4.04%
0.12%
3.64%
-2.87%
-24.96%
-6.37%
5.64%
0.69%
-5.83%
1.73%
4.78%
-11.57%
-35.84%
-19.79%
2023
12.46%
2.78%
10.93%
0.80%
13.75%
5.11%
1.87%
3.59%
-4.76%
0.93%
9.94%
0.30%
72.83%
24.54%
2024
7.23%
7.04%
4.55%
-6.57%
5.16%
11.02%
-0.67%
0.20%
5.53%
-0.02%
    
    
37.45%
20.77%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/07/2022636AAPL Apple Inc.-0.01%$162.77$226.78$144,23239.32%14.31%
06/06/2022656AMZN Amazon.com0.01%$117.29$186.52$122,35759.02%12.14%
06/27/20242,268ITX.MC Inditex0.00%46.44€51.82€117,528€11.60%12.80%
11/14/2011295MSFT Microsoft Corp-0.02%$73.08$416.02$122,726469.24%12.18%
06/10/20241,170NVDA NVIDIA Corp0.00%$131.88$124.89$146,121-5.30%14.50%
11/14/2011947ORCL Oracle Corp0.02%$79.42$170.74$161,691114.98%16.05%
11/15/2011618SAP.DE SAP0.01%75.34€200.80€124,094€166.51%13.52%
11/15/201141,195Cash   0.00%1.00€1.00€41,195€0.00%4.49%
EUR/USD: 1.09765    GBP/EUR: 1.1900 Portfolio Value: $1,007,561 917,926€ 100%

 # PerformanceFran-usaS&P500
Return:
819.66%
359.32%
Annualized Return:18.40%12.30%
Std (Volatility):16.8216.54
Sharpe:0.860.50
Beta:0.501.00
Jensen Alpha:1.030.00
Drawdown:38.2733.92



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