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 # FranVLC Portfolio       Currency:EURTop 25: 202
Visit FranVLC
Look
Start:01/23/2012 Day Return:
0.27%
Day Rank:841
Days: 5181 Month Return:
-4.96%
Month Rank:552
Last:2026-03-03 Year Return:
0.00%
Year Rank:65
Visits:5787 All Time Return:
243.77%
All Time Rank:138


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
0.88%
4.96%
-1.20%
-9.85%
-5.72%
8.18%
0.06%
11.27%
1.07%
-1.55%
1.70%
1.90%
10.44%
8.37%
2013
1.88%
1.31%
-2.54%
5.02%
0.69%
-4.34%
11.93%
0.59%
8.56%
6.14%
0.64%
0.40%
33.39%
29.60%
2014
1.39%
0.90%
1.80%
1.04%
3.95%
-0.29%
0.07%
-2.64%
8.49%
-2.15%
4.62%
-0.74%
17.14%
11.39%
2015
0.04%
5.02%
2.84%
-0.88%
0.13%
-0.90%
3.97%
-5.66%
-2.38%
8.00%
0.27%
-4.25%
5.49%
-0.73%
2016
-3.68%
-1.29%
2.68%
0.62%
3.19%
-2.05%
2.24%
1.04%
0.15%
1.45%
-0.83%
3.41%
6.86%
9.54%
2017
0.46%
-0.67%
3.56%
0.58%
0.42%
-6.01%
0.17%
-0.80%
-0.03%
5.95%
-2.37%
-1.55%
-0.76%
15.21%
2018
1.98%
-0.94%
-5.41%
5.31%
3.73%
-0.68%
5.25%
-1.86%
-1.94%
-1.95%
0.17%
-7.93%
-5.06%
-2.81%
2019
6.72%
3.87%
3.86%
3.78%
-6.50%
3.96%
1.52%
-2.05%
3.45%
2.40%
4.58%
1.08%
29.30%
28.87%
2020
3.82%
-5.95%
-5.41%
4.47%
4.66%
-0.94%
4.75%
5.75%
-3.50%
-3.00%
-0.99%
-0.88%
1.79%
16.27%
2021
1.25%
1.10%
4.42%
-1.30%
-1.19%
2.92%
1.00%
-1.37%
1.20%
-4.44%
1.41%
1.34%
6.23%
26.94%
2022
-0.37%
0.75%
1.34%
1.82%
-1.18%
-4.44%
3.01%
-12.23%
-5.87%
-1.27%
2.19%
-3.31%
-18.80%
-19.82%
2023
5.49%
3.81%
4.61%
0.24%
2.00%
2.56%
1.27%
2.06%
-0.61%
-0.91%
4.98%
2.32%
31.33%
24.54%
2024
0.45%
2.71%
2.55%
-4.55%
3.15%
-0.15%
1.03%
1.17%
1.66%
-2.52%
6.66%
0.48%
12.91%
23.71%
2025
6.96%
-2.23%
-14.20%
-2.36%
5.48%
3.63%
-1.97%
-2.86%
4.06%
10.63%
-5.40%
-0.56%
-1.24%
16.67%
2026
6.71%
10.02%
-4.67%
    
    
    
    
    
    
    
    
    
11.92%
-7.32%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/11/2024327ARM Arm Holdings plc-6.89%$128.79$144.27$47,17612.02%11.91%
06/28/202458COST Costco Wholesale Corp0.43%$875.56$983.38$57,03612.31%14.40%
04/08/20252,773EOAN.DE EON1.54%15.06€18.83€52,216€25.07%15.14%
07/17/2024653FORM FormFactor Inc-2.41%$29.76$97.99$63,987229.25%16.16%
04/07/2025964III.L 3i Ord1.16%£34.77£23.50£26,052-32.41%7.56%
06/26/2024603INSM Insmed Incorporated-3.99%$68.48$70.64$42,5963.15%10.76%
08/28/2014879ITX.MC Inditex0.10%32.13€49.55€43,554€54.22%12.63%
07/18/202269META Meta-3.99%$180.50$525.71$36,274191.25%9.16%
07/18/20227,869Cash   0.00%1.00€1.00€7,869€0.00%2.28%
EUR/USD: 1.14850    GBP/EUR: 1.1500 Portfolio Value: $396,020 344,815€ 100%

 # PerformanceFranVLCS&P500
Return:
241.06%
383.87%
Annualized Return:8.88%11.55%
Std (Volatility):16.6516.29
Sharpe:0.290.46
Beta:0.491.00
Jensen Alpha:0.120.00
Drawdown:28.333.92



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