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 # LBal Portfolio       Currency:EURTop 25: 341
Visit LBal
Look
Start:01/08/2014 Day Return:
0.00%
Day Rank:1947
Days: 3612 Month Return:
5.89%
Month Rank:152
Last:2023-10-13 Year Return:
0.00%
Year Rank:51
Visits:1818 All Time Return:
83.84%
All Time Rank:436


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-0.43%
1.11%
-3.61%
-1.06%
0.46%
1.62%
1.22%
2.82%
1.78%
0.26%
2.00%
0.15%
6.33%
12.05%
2015
0.80%
2.84%
1.61%
-2.82%
1.91%
-0.48%
1.93%
-2.53%
0.19%
4.42%
0.77%
-1.54%
7.06%
-0.73%
2016
-3.83%
0.77%
1.22%
0.40%
2.16%
-0.59%
3.15%
0.91%
1.22%
2.43%
3.03%
0.46%
11.73%
9.54%
2017
0.79%
0.84%
1.43%
-0.20%
2.34%
-0.22%
1.12%
-0.29%
1.29%
2.68%
-1.33%
-0.48%
8.17%
15.21%
2018
3.14%
-1.23%
-2.31%
1.65%
5.38%
-0.28%
2.05%
0.51%
-0.90%
-5.52%
-3.11%
-5.28%
-6.31%
-2.81%
2019
3.56%
3.33%
1.75%
3.60%
-5.42%
3.77%
2.88%
-1.67%
1.94%
1.89%
2.42%
1.12%
20.48%
28.88%
2020
-0.35%
-2.32%
-8.25%
7.91%
4.01%
-0.41%
3.00%
7.50%
-1.46%
-0.27%
2.45%
-1.51%
9.59%
16.26%
2021
0.53%
6.11%
0.56%
2.60%
-1.22%
11.21%
-1.09%
-0.81%
0.18%
-1.27%
1.73%
0.23%
19.61%
26.89%
2022
-1.58%
3.21%
0.14%
1.86%
-21.25%
-4.62%
3.86%
-11.54%
-5.58%
0.65%
3.56%
-4.81%
-33.02%
-19.79%
2023
6.80%
4.27%
2.02%
0.74%
6.92%
3.34%
4.17%
-0.57%
-1.26%
-1.54%
5.91%
    
34.86%
19.04%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/09/2014100C Citigroup Inc-0.33%$55.09$45.08$4,508-18.17%2.24%
01/09/2014100EXPE Expedia Inc-0.38%$70.70$135.90$13,59092.23%6.75%
01/09/2014100HOG Harley-Davidson Inc-0.89%$69.95$30.23$3,023-56.78%1.50%
01/09/2014100INTC Intel Corp0.27%$25.46$44.08$4,40873.12%2.19%
07/18/202291META Meta-1.04%$180.50$334.70$30,45885.43%15.13%
01/09/201463NVDA NVIDIA Corp0.98%$16.09$482.42$30,3922898.25%15.10%
01/09/2014100SYY Sysco Corp-0.35%$36.15$71.90$7,19098.92%3.57%
01/09/201498,412Cash   0.00%1.00€1.00€98,412€0.00%53.52%
EUR/USD: 1.09481    GBP/EUR: 1.1500 Portfolio Value: $201,312 183,878€ 100%

 # PerformanceLBalS&P500
Return:
83.88%
147.64%
Annualized Return:6.29%9.51%
Std (Volatility):12.5017.69
Sharpe:0.180.31
Beta:0.271.00
Jensen Alpha:0.080.00
Drawdown:36.4533.92



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