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 # Masbolsa Portfolio       Currency:EURTop 25: 40
Visit Masbolsa
Look
Start:02/01/2012 Day Return:
0.00%
Day Rank:283
Days: 4701 Month Return:
4.85%
Month Rank:181
Last:2024-07-22 Year Return:
0.00%
Year Rank:39
Visits:3381 All Time Return:
291.11%
All Time Rank:69


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
2.14%
5.18%
2.04%
-0.77%
0.65%
7.79%
1.24%
2.42%
-6.12%
5.55%
-1.13%
19.89%
7.71%
2013
1.59%
-1.02%
-0.68%
2.84%
3.15%
-3.88%
2.39%
-0.49%
7.67%
8.25%
1.63%
3.55%
27.26%
29.60%
2014
-1.75%
2.63%
0.06%
-0.18%
3.67%
0.55%
-1.10%
2.19%
3.13%
1.51%
4.72%
-0.87%
15.30%
11.39%
2015
-0.08%
8.18%
3.16%
0.76%
0.73%
-1.78%
3.83%
-8.44%
-7.69%
4.96%
1.36%
-5.97%
-2.40%
-0.73%
2016
-8.79%
-1.89%
3.88%
1.54%
-1.13%
-8.27%
-0.02%
-0.54%
-0.69%
1.81%
-0.52%
3.53%
-11.37%
9.54%
2017
2.47%
0.25%
3.20%
2.53%
0.35%
0.88%
-1.97%
0.40%
0.78%
-0.35%
-1.61%
-0.39%
6.58%
15.21%
2018
2.67%
-0.98%
-3.99%
0.57%
-1.04%
0.84%
0.01%
-1.50%
0.32%
1.73%
0.58%
-0.85%
-1.79%
-2.81%
2019
-0.64%
-0.72%
-0.42%
-1.59%
-2.39%
1.74%
0.73%
-1.99%
1.93%
2.77%
0.74%
4.01%
4.03%
28.88%
2020
7.52%
1.48%
-8.31%
7.35%
2.27%
-0.33%
0.58%
8.71%
-0.01%
0.42%
4.42%
-0.95%
24.31%
16.26%
2021
0.25%
3.63%
6.05%
0.95%
-0.27%
3.41%
3.06%
-2.60%
-1.89%
3.71%
-1.27%
2.13%
18.12%
26.89%
2022
-4.32%
-0.24%
1.74%
0.23%
-1.51%
-6.54%
11.08%
-3.27%
-10.60%
7.12%
-1.73%
-9.06%
-17.60%
-19.79%
2023
9.57%
2.93%
0.17%
-2.82%
3.42%
7.90%
1.25%
2.57%
-2.46%
-2.53%
8.18%
1.01%
32.19%
24.54%
2024
2.11%
4.69%
3.88%
-3.48%
1.80%
3.18%
5.07%
0.23%
1.66%
1.30%
15.33%
4.85%
47.64%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/06/2020200AXP American Express Co0.00%$81.51$302.18$60,436270.72%14.71%
04/06/2020140FDX FedEx Corp0.00%$116.33$283.50$39,690143.70%9.66%
06/28/202491MCO Moody`s Corp-0.06%$431.89$489.02$44,50113.23%10.83%
04/07/2020100MSFT Microsoft Corp-0.01%$163.67$447.26$44,726173.26%10.89%
04/09/202060NFLX Netflix Inc0.01%$371.23$918.74$55,124147.48%13.42%
06/27/20248,280SAN.MC Santander0.00%4.36€4.68€38,750€7.45%9.91%
08/31/2022161TSLA Tesla Motors0.16%$251.08$436.19$70,22773.72%17.10%
04/06/2020155V Visa Inc-0.01%$158.99$314.81$48,79698.01%11.88%
04/06/20206,266Cash   0.00%1.00€1.00€6,266€0.00%1.60%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $410,779 391,114€ 100%

 # PerformanceMasbolsaS&P500
Return:
291.23%
356.98%
Annualized Return:10.84%12.15%
Std (Volatility):14.9316.38
Sharpe:0.460.50
Beta:0.351.00
Jensen Alpha:0.400.00
Drawdown:33.3133.92



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