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 # Palencia Portfolio       Currency:EURTop 25: 1322
Visit Palencia
Look
Start:10/09/2011 Day Return:
0.00%
Day Rank:713
Days: 4962 Month Return:
5.73%
Month Rank:17
Last:2025-03-10 Year Return:
0.00%
Year Rank:1884
Visits:3420 All Time Return:
200.91%
All Time Rank:132


 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%
5.63%
    
    
    
    
    
    
    
-14.28%
-3.70%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024226AMAT Applied Materials Inc-0.32%$206.71$154.68$34,958-25.17%10.35%
05/13/2024255AMZN Amazon.com-1.91%$186.76$186.21$47,484-0.30%14.05%
07/15/202424ARGX Argenx SE1.07%$462.15$656.58$15,75842.07%4.66%
12/10/2012196FSLR First Solar Inc-2.59%$49.46$127.14$24,919157.04%7.38%
05/13/202487META Meta0.38%$467.02$599.26$52,13628.32%15.43%
12/10/2012124MSFT Microsoft Corp0.20%$26.62$436.02$54,0661538.13%16.00%
06/10/2024382NVDA NVIDIA Corp-0.59%$131.88$113.81$43,475-13.70%12.87%
01/05/2012214SU.PA SCHNEIDER-1.23%140.39€213.15€45,614€51.83%15.17%
01/05/201212,292Cash   0.00%1.00€1.00€12,292€0.00%4.09%
EUR/USD: 1.12397    GBP/EUR: 1.1700 Portfolio Value: $337,881 300,614€ 100%

 # PerformancePalenciaS&P500
Return:
200.61%
390.86%
Annualized Return:8.24%12.13%
Std (Volatility):13.9616.79
Sharpe:0.300.48
Beta:0.291.00
Jensen Alpha:0.190.00
Drawdown:30.8133.92



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