56.74% Return, NorgeInvest portfolio on Bolsia.com

Login

0 Bolsiacoins $4iubWbcFy9elZo

# NorgeInvest Portfolio Currency:EURTop 25: 249

Start:	09/03/2015		Day Return:	0.31%		Day Rank:	95
Days:	1846		Month Return:	35.86%		Month Rank:	67
Last:	2020-04-29		Year Return:	0.00%		Year Rank:	207
Visits:	3321		All Time Return:	56.74%		All Time Rank:	449

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2015									0.08%	2.79%	5.90%	-5.76%	2.67%	4.76%
2016	-2.17%	-0.46%	0.09%	0.09%	0.09%	0.09%	0.09%	0.10%	0.09%	0.10%	0.09%	0.09%	-1.72%	9.54%
2017	0.09%	0.08%	0.09%	0.09%	2.27%	-3.06%	0.26%	1.77%	-0.68%	7.58%	-2.00%	-0.78%	5.47%	15.21%
2018	8.96%	2.41%	-5.94%	4.72%	9.80%	1.46%	-0.49%	11.49%	1.52%	-11.24%	-3.37%	-8.59%	8.10%	-2.81%
2019	9.85%	3.41%	2.69%	3.57%	-4.90%	5.14%	2.28%	-2.24%	1.35%	0.47%	3.84%	1.24%	29.31%	28.88%
2020	4.86%	-6.54%	-9.73%	8.01%	3.40%	0.90%	3.57%	5.00%	-2.81%				5.36%	2.75%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
05/18/2017	40	AAPL	0.00%	$153.25	$501.98	$20,079	227.55%	10.87%
12/16/2019	100	AME	0.00%	$99.27	$100.71	$10,071	1.45%	5.45%
12/17/2019	8	AMZN	0.04%	$1785.84	$2946.75	$23,574	65.01%	12.76%
05/16/2018	2,000	DNR	-3.97%	$3.93	$4.35	$8,700	10.55%	4.71%
12/16/2019	10	GOOG	-0.31%	$1366.07	$1452.00	$14,520	6.29%	7.86%
01/16/2020	30	MC.PA	0.00%	431.90�	399.70�	11,991�	-7.46%	7.65%
06/28/2019	60	MCD	0.39%	$207.88	$220.88	$13,253	6.25%	7.17%
04/28/2020	60	MCO	-0.03%	$254.60	$280.82	$16,849	10.30%	9.12%
01/15/2020	100	PG	0.26%	$125.79	$137.37	$13,737	9.21%	7.43%
11/13/2019	60	V	0.18%	$179.39	$202.90	$12,174	13.10%	6.59%
11/13/2019	31,975	Cash	0.00%	1.00�	1.00�	31,975�	0.00%	20.40%
EUR/USD: 1.17893 GBP/EUR: 1.1400				Portfolio Value:		$184,790	156,744�	100%

# Performance	NorgeInvest	S&P500
Return:	56.74%	70.13%
Annualized Return:	9.01%	10.74%
Std (Volatility):	14.20	18.92
Sharpe:	0.35	0.36
Beta:	0.40	1.00
Jensen Alpha:	0.23	0.00
Drawdown:	26.25	33.92