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 # Fran-usa Portfolio       Currency:EURTop 25: 188
Visit Fran-usa
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Start:11/14/2011 Day Return:
0.00%
Day Rank:1036
Days: 5040 Month Return:
-4.43%
Month Rank:2037
Last:2025-07-31 Year Return:
0.00%
Year Rank:1544
Visits:9639 All Time Return:
932.71%
All Time Rank:2


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
-1.82%
-0.84%
-2.64%
0.46%
2012
8.39%
6.22%
2.63%
-5.11%
-2.01%
1.46%
1.07%
1.19%
-1.33%
-6.20%
0.84%
0.70%
7.15%
13.41%
2013
1.45%
1.99%
2.94%
-0.06%
5.50%
-2.50%
2.39%
1.18%
3.91%
6.37%
4.37%
2.48%
34.09%
29.60%
2014
-2.59%
2.52%
-0.54%
-0.83%
1.99%
-0.39%
1.73%
3.68%
0.68%
-1.78%
4.80%
1.17%
10.68%
11.39%
2015
1.60%
6.09%
1.29%
1.14%
2.14%
-5.32%
4.78%
-4.84%
1.65%
11.44%
4.86%
-1.67%
24.35%
-0.73%
2016
-3.66%
-2.86%
3.95%
-1.42%
8.33%
-0.74%
6.90%
1.91%
2.98%
1.39%
5.66%
4.13%
29.04%
9.54%
2017
1.23%
1.43%
2.09%
-0.78%
4.75%
-1.28%
0.90%
0.44%
1.68%
7.91%
-0.89%
-0.85%
17.52%
15.21%
2018
6.56%
0.71%
-2.61%
2.86%
5.44%
-0.75%
2.57%
5.86%
0.50%
-9.91%
-0.29%
-6.87%
2.68%
-2.81%
2019
5.29%
2.40%
5.29%
4.02%
-5.92%
4.66%
2.49%
-2.72%
2.00%
2.28%
3.49%
0.86%
26.23%
28.87%
2020
3.84%
-1.10%
-1.59%
9.13%
3.35%
3.13%
4.63%
6.37%
-1.76%
-1.14%
-0.31%
-0.20%
26.41%
16.27%
2021
1.30%
3.13%
-0.33%
4.60%
-3.78%
14.30%
1.40%
-1.04%
0.90%
1.98%
2.64%
-0.65%
26.14%
26.89%
2022
-4.04%
0.12%
3.64%
-2.87%
-24.96%
-6.37%
5.64%
0.69%
-5.83%
1.73%
4.78%
-11.57%
-35.84%
-19.79%
2023
12.46%
2.78%
10.93%
0.80%
13.75%
5.11%
1.87%
3.59%
-4.76%
0.93%
9.94%
0.30%
72.83%
24.54%
2024
7.23%
7.04%
4.55%
-6.57%
5.16%
11.02%
-0.67%
0.20%
5.53%
1.79%
7.82%
0.95%
52.32%
23.59%
2025
1.56%
-1.99%
-12.49%
-2.65%
9.32%
5.17%
8.98%
-4.43%
    
    
    
    
1.53%
10.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/07/2022636AAPL Apple Inc.-0.18%$162.77$232.27$147,72442.70%12.27%
06/06/2022656AMZN Amazon.com-1.12%$117.29$229.05$150,25795.28%12.48%
06/27/20243,583ITX.MC Inditex-2.01%46.81€42.49€152,242€-9.23%14.74%
11/14/2011369MSFT Microsoft Corp-0.58%$130.94$506.92$187,053287.13%15.53%
06/10/20241,064NVDA NVIDIA Corp-3.32%$131.88$174.28$185,43432.15%15.40%
11/14/2011778ORCL Oracle Corp-5.90%$89.66$226.14$175,937152.22%14.61%
11/15/2011562SAP.DE SAP-1.42%78.47€233.00€130,946€196.93%12.68%
11/15/201123,784Cash   0.00%1.00€1.00€23,784€0.00%2.30%
EUR/USD: 1.16626    GBP/EUR: 1.1500 Portfolio Value: $1,204,414 1,032,715€ 100%

 # PerformanceFran-usaS&P500
Return:
934.67%
419.45%
Annualized Return:18.11%12.45%
Std (Volatility):17.4016.57
Sharpe:0.810.51
Beta:0.521.00
Jensen Alpha:0.970.00
Drawdown:38.2733.92



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