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 # Palencia Portfolio       Currency:EURTop 25: 975
Visit Palencia
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Start:10/09/2011 Day Return:
0.00%
Day Rank:992
Days: 5187 Month Return:
-0.76%
Month Rank:1995
Last:2025-10-31 Year Return:
0.00%
Year Rank:1482
Visits:3654 All Time Return:
287.03%
All Time Rank:113


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
0.01%
0.09%
0.15%
0.25%
8.84%
2012
-1.37%
-1.66%
-0.03%
-1.72%
0.13%
0.16%
-2.62%
1.12%
-2.46%
1.62%
-0.05%
3.33%
-3.66%
13.41%
2013
-1.85%
-0.51%
-0.84%
10.62%
7.39%
-7.50%
4.22%
-5.40%
16.03%
12.43%
5.90%
-2.70%
41.00%
29.60%
2014
-3.12%
5.13%
3.81%
-1.69%
1.25%
2.19%
-0.42%
6.47%
1.99%
-2.56%
-3.18%
-1.76%
7.79%
11.39%
2015
1.01%
9.23%
0.40%
-1.18%
-1.32%
-3.67%
1.35%
-3.58%
-0.79%
10.17%
2.25%
0.83%
14.59%
-0.73%
2016
-0.24%
-1.59%
-1.37%
-4.16%
1.86%
-2.98%
1.83%
-1.32%
0.29%
1.74%
-1.40%
2.15%
-5.27%
9.54%
2017
0.13%
1.34%
-1.03%
1.27%
0.93%
-0.65%
1.89%
-0.38%
0.54%
4.19%
1.15%
0.99%
10.76%
15.21%
2018
0.60%
-0.60%
0.35%
1.06%
1.30%
-3.07%
0.43%
1.54%
-0.09%
-2.70%
1.34%
-2.67%
-2.66%
-2.81%
2019
3.44%
1.87%
1.26%
4.24%
-1.38%
2.47%
1.23%
-0.87%
0.16%
-0.90%
2.02%
0.46%
14.74%
28.87%
2020
0.08%
1.13%
-1.79%
2.34%
0.57%
0.05%
0.87%
4.87%
-3.39%
3.21%
1.58%
0.72%
10.44%
16.27%
2021
0.44%
-1.34%
0.30%
1.25%
-2.32%
5.20%
0.02%
2.33%
-0.38%
6.88%
-0.89%
-1.99%
9.48%
27.16%
2022
-4.80%
-0.55%
2.72%
-1.82%
-0.83%
-0.02%
8.85%
3.13%
-1.26%
2.19%
3.35%
-3.91%
6.49%
-19.96%
2023
3.36%
0.28%
5.05%
-1.77%
3.81%
-1.10%
0.80%
-0.02%
-1.99%
-1.01%
3.36%
1.14%
12.26%
24.54%
2024
-0.40%
2.44%
1.37%
-0.17%
10.13%
4.63%
-4.40%
-0.78%
4.00%
-1.58%
6.04%
0.50%
23.11%
23.71%
2025
3.22%
-6.39%
-12.54%
-3.97%
12.80%
5.91%
9.43%
-5.04%
5.49%
7.54%
-2.68%
-0.76%
10.36%
15.64%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024285AMAT Applied Materials Inc1.15%$211.96$256.40$73,07420.97%16.13%
05/13/2024255AMZN Amazon.com0.26%$186.76$227.37$57,97921.74%12.79%
07/15/202424ARGX Argenx SE0.94%$462.15$854.74$20,51484.95%4.53%
12/10/2012196FSLR First Solar Inc1.98%$49.46$266.96$52,324439.71%11.55%
05/13/202487META Meta-0.85%$467.02$658.79$57,31541.06%12.65%
12/10/2012124MSFT Microsoft Corp0.40%$26.62$486.06$60,2711726.13%13.30%
06/10/2024346NVDA NVIDIA Corp3.93%$131.88$180.99$62,62337.24%13.82%
01/05/2012214SU.PA SCHNEIDER0.85%140.39€236.15€50,536€68.21%13.06%
01/05/20128,443Cash   0.00%1.00€1.00€8,443€0.00%2.18%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $453,155 387,034€ 100%

 # PerformancePalenciaS&P500
Return:
287.03%
489.43%
Annualized Return:9.77%13.00%
Std (Volatility):14.3916.58
Sharpe:0.400.54
Beta:0.301.00
Jensen Alpha:0.310.00
Drawdown:30.8133.92



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