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 # Ipse Portfolio       Currency:EURTop 25: 664
Visit Ipse
Look
Start:01/19/2012 Day Return:
-0.15%
Day Rank:1528
Days: 4840 Month Return:
-10.79%
Month Rank:1767
Last:2025-04-16 Year Return:
0.00%
Year Rank:1796
Visits:11692 All Time Return:
434.75%
All Time Rank:13


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
-2.83%
1.79%
-0.12%
-5.83%
-0.93%
1.30%
5.81%
1.81%
-1.75%
-0.19%
0.32%
0.85%
-0.20%
8.50%
2013
5.05%
5.82%
7.53%
-1.52%
6.90%
2.52%
1.66%
-1.24%
8.78%
2.45%
7.42%
-0.69%
54.00%
29.60%
2014
4.31%
1.05%
-0.28%
3.61%
5.83%
8.04%
-0.49%
7.09%
5.01%
1.30%
7.93%
0.59%
53.24%
11.39%
2015
-1.08%
4.32%
-1.26%
-2.73%
0.84%
-7.81%
-0.25%
-10.47%
0.44%
2.90%
5.83%
-5.47%
-14.92%
-0.73%
2016
-9.71%
2.95%
3.08%
0.22%
2.64%
0.48%
4.96%
-0.39%
0.71%
2.39%
4.91%
4.50%
17.05%
9.54%
2017
2.77%
3.99%
5.61%
-0.30%
1.46%
-3.16%
-3.01%
3.37%
3.39%
6.64%
-1.00%
0.48%
21.55%
15.21%
2018
1.65%
0.83%
-4.02%
0.19%
8.03%
1.30%
0.16%
4.13%
-2.08%
-0.71%
-1.96%
-7.01%
-0.28%
-2.81%
2019
3.46%
3.17%
1.04%
4.13%
-7.75%
6.38%
8.53%
-1.75%
2.19%
2.16%
5.02%
4.84%
35.08%
28.88%
2020
6.94%
-1.94%
-11.95%
8.65%
1.15%
1.21%
1.34%
5.49%
1.75%
1.39%
4.33%
0.34%
18.57%
16.26%
2021
1.90%
3.29%
2.53%
-1.34%
-1.86%
1.38%
0.51%
-0.18%
0.55%
0.40%
1.66%
1.40%
10.60%
26.94%
2022
-0.80%
-0.99%
2.70%
-1.31%
-1.19%
-16.62%
13.26%
-0.71%
-5.14%
1.49%
-1.61%
-10.71%
-22.01%
-19.82%
2023
7.31%
2.42%
1.32%
-3.24%
4.42%
2.84%
1.59%
1.43%
-1.13%
-3.71%
3.62%
2.80%
20.90%
24.54%
2024
-1.52%
3.83%
4.09%
-0.02%
2.10%
6.11%
3.56%
-1.16%
4.51%
0.43%
11.16%
1.81%
40.17%
23.59%
2025
4.47%
-3.75%
-10.34%
-10.78%
    
    
    
    
    
    
    
    
-19.56%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2024354ADS.DE ADIDAS0.05%223.63€198.45€70,251€-11.26%13.14%
08/05/2024212CVNA Carvana Inc.0.97%$168.40$211.33$44,80225.50%7.35%
04/14/2025707III.L 3i Ord-0.70%£38.75£41.10£33,9986.06%6.36%
01/19/20121,202MU Micron Technology Inc-0.76%$47.19$68.79$82,68645.77%13.57%
07/03/20241,856REN.AS Reed Elsevier0.70%42.75€45.87€85,135€7.29%15.92%
05/31/2024318TSLA Tesla Motors-0.07%$216.14$241.54$76,81011.75%12.61%
01/19/2012524TXN Texas Instruments Inc1.30%$61.21$148.44$77,783142.50%12.77%
02/26/20241,050WMT Wal-Mart Stores Inc2.24%$67.02$93.23$97,89239.11%16.07%
02/26/202411,899Cash   0.00%1.00€1.00€11,899€0.00%2.22%
EUR/USD: 1.13928    GBP/EUR: 1.1700 Portfolio Value: $609,288 534,801€ 100%

 # PerformanceIpseS&P500
Return:
435.44%
-100.00%
Annualized Return:13.18%-100.00%
Std (Volatility):18.0831.79
Sharpe:0.51-3.27
Beta:0.151.00
Jensen Alpha:2.480.00
Drawdown:32.9333.92



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