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 # Mitainvest Portfolio       Currency:EURTop 25: 10
Visit Mitainvest
Look
Start:09/26/2011 Day Return:
0.00%
Day Rank:496
Days: 4829 Month Return:
0.41%
Month Rank:887
Last:2024-11-11 Year Return:
0.00%
Year Rank:6
Visits:7235 All Time Return:
271.33%
All Time Rank:81


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
0.01%
0.01%
0.09%
0.15%
0.26%
8.14%
2012
5.89%
3.80%
4.10%
-5.73%
1.51%
0.89%
1.47%
3.34%
2.45%
-6.36%
-2.15%
0.27%
9.03%
13.41%
2013
7.48%
2.94%
8.47%
-0.90%
3.44%
-3.98%
-0.22%
-0.19%
0.20%
0.68%
0.05%
-0.03%
18.71%
29.60%
2014
-0.02%
1.59%
3.37%
-2.49%
0.77%
2.27%
0.36%
3.17%
1.19%
-1.06%
0.18%
0.28%
9.90%
11.39%
2015
1.65%
6.43%
0.28%
-0.45%
-0.49%
-0.01%
0.22%
0.03%
0.10%
0.10%
0.07%
-0.11%
7.89%
-0.73%
2016
-0.23%
0.15%
0.24%
0.30%
0.17%
-0.31%
0.22%
0.05%
0.24%
0.18%
0.06%
0.23%
1.30%
9.54%
2017
-1.37%
-0.62%
1.78%
-1.18%
0.47%
-0.61%
1.91%
-0.39%
1.46%
1.80%
-1.28%
1.07%
3.01%
15.21%
2018
3.88%
-1.21%
-1.52%
-0.69%
2.39%
-1.28%
2.01%
0.10%
0.43%
-4.11%
-2.96%
-4.33%
-7.39%
-2.81%
2019
3.43%
1.64%
1.57%
0.32%
-4.60%
2.60%
1.48%
-3.20%
2.64%
1.42%
1.93%
2.33%
11.84%
28.87%
2020
-1.19%
-0.34%
-6.76%
4.34%
3.29%
1.70%
3.45%
4.77%
-0.33%
-0.31%
3.66%
0.06%
12.42%
15.97%
2021
0.25%
5.04%
-2.25%
5.08%
-1.65%
11.70%
-1.36%
0.14%
0.53%
-1.59%
0.91%
0.89%
18.22%
27.48%
2022
-1.19%
2.69%
2.90%
0.84%
-21.64%
-8.29%
3.05%
-1.75%
-2.96%
3.53%
3.86%
-3.94%
-23.22%
-19.96%
2023
6.02%
1.98%
1.18%
-1.60%
5.70%
4.00%
3.18%
1.84%
-3.37%
-0.15%
9.22%
1.60%
33.09%
24.54%
2024
8.94%
10.03%
2.70%
-3.14%
6.50%
9.27%
1.56%
3.37%
1.57%
1.51%
9.05%
0.41%
64.46%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/25/202397AAPL Apple Inc.0.00%$204.34$248.13$24,06921.43%6.17%
08/25/2023153AMZN Amazon.com-0.01%$150.18$227.43$34,79751.44%8.92%
08/25/202358BRK-B Berkshire Hathaway Inc-0.03%$355.09$457.87$26,55628.95%6.81%
08/25/202327FICO Fair Isaac Corporation-0.21%$852.43$2161.40$58,358153.56%14.96%
08/25/202358LLY Eli Lilly & Co0.12%$549.99$789.34$45,78243.52%11.74%
08/25/2023110MCD McDonald`s Corp0.00%$285.30$296.61$32,6273.96%8.37%
08/25/202392MSFT Microsoft Corp-0.01%$323.29$447.26$41,14838.34%10.55%
06/10/2024410NVDA NVIDIA Corp-0.05%$131.88$134.22$55,0301.77%14.11%
01/26/2017113QQQ PowerShares QQQ Trust0.00%$321.18$530.50$59,94765.17%15.37%
01/26/201711,125Cash   0.00%1.00€1.00€11,125€0.00%3.00%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $389,997 371,327€ 100%

 # PerformanceMitainvestS&P500
Return:
271.33%
420.30%
Annualized Return:10.12%12.88%
Std (Volatility):12.1816.61
Sharpe:0.500.53
Beta:0.251.00
Jensen Alpha:0.390.00
Drawdown:30.3933.92



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