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 # Travis Portfolio       Currency:EURTop 25: 612
Visit Travis
Look
Start:02/23/2012 Day Return:
0.20%
Day Rank:31
Days: 4939 Month Return:
3.98%
Month Rank:81
Last:2025-08-11 Year Return:
0.00%
Year Rank:782
Visits:4922 All Time Return:
266.10%
All Time Rank:101


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
0.34%
4.06%
-5.08%
-4.02%
1.45%
0.32%
2.12%
-0.57%
-0.43%
1.72%
3.09%
2.62%
4.60%
2013
3.60%
5.05%
7.04%
1.72%
3.23%
-1.48%
4.55%
-2.84%
2.42%
1.58%
2.57%
0.09%
30.73%
29.60%
2014
-2.62%
2.37%
0.20%
-2.12%
3.97%
2.35%
1.45%
4.45%
2.16%
2.83%
2.87%
1.16%
20.53%
11.39%
2015
5.27%
6.83%
2.36%
-3.24%
2.72%
-3.70%
2.17%
-6.20%
-2.43%
8.56%
3.59%
-4.93%
10.14%
-0.73%
2016
-5.95%
-0.74%
1.91%
1.17%
3.23%
-0.90%
3.93%
1.81%
-0.11%
2.57%
5.78%
2.58%
15.84%
9.54%
2017
-1.78%
3.64%
-0.22%
-0.79%
-0.26%
-0.49%
1.36%
-0.01%
3.72%
3.21%
0.28%
1.49%
10.39%
15.21%
2018
2.40%
-0.04%
-3.71%
1.30%
3.84%
-0.98%
2.06%
0.69%
0.50%
-4.17%
0.55%
-4.80%
-2.73%
-2.81%
2019
6.80%
4.82%
-1.04%
4.25%
-4.73%
4.53%
3.72%
-1.87%
2.60%
-3.09%
3.42%
-0.53%
19.72%
28.87%
2020
-1.14%
-5.21%
-13.30%
8.99%
0.65%
2.10%
0.82%
3.08%
-1.77%
0.52%
2.27%
-0.62%
-5.10%
15.97%
2021
0.66%
2.29%
4.70%
-1.06%
0.64%
0.92%
0.04%
0.30%
0.66%
2.61%
-0.48%
-0.47%
11.20%
27.22%
2022
-2.37%
-3.47%
5.12%
-1.71%
-0.22%
-5.38%
7.83%
-0.60%
-5.45%
3.70%
5.39%
-3.53%
-1.78%
-19.79%
2023
3.50%
-1.43%
0.07%
-1.77%
1.03%
2.10%
1.40%
-0.15%
-1.68%
-2.02%
2.27%
3.11%
6.42%
24.54%
2024
-1.42%
-0.26%
2.22%
-1.12%
3.30%
0.28%
6.20%
-1.83%
1.46%
-1.16%
6.26%
-1.15%
13.06%
23.59%
2025
6.18%
0.38%
-9.77%
-7.80%
7.54%
2.25%
9.18%
3.98%
    
    
    
    
10.68%
10.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/08/2024180AAPL Apple Inc.-0.18%$222.78$232.27$41,8094.26%9.79%
03/09/2012177APD Air Products & Chemicals Inc-0.31%$130.52$294.29$52,089125.47%12.20%
06/26/20243,504BBVA.MC BBVA-0.96%9.05€15.40€53,962€70.19%14.74%
03/09/2012684C Citigroup Inc-0.26%$47.26$96.59$66,068104.39%15.47%
06/10/2024292FSLR First Solar Inc-0.93%$209.45$195.22$57,004-6.79%13.35%
10/04/2024270LRCX Lam Research-3.79%$100.66$100.15$27,041-0.51%6.33%
03/12/2012100QQQ PowerShares QQQ Trust-1.16%$146.57$570.31$57,031289.09%13.36%
02/24/2012244TXN Texas Instruments Inc-0.79%$33.51$202.51$49,412504.34%11.57%
02/24/201211,648Cash   0.00%1.00€1.00€11,648€0.00%3.18%
EUR/USD: 1.16626    GBP/EUR: 1.1500 Portfolio Value: $426,972 366,103€ 100%

 # PerformanceTravisS&P500
Return:
266.08%
376.90%
Annualized Return:9.82%11.94%
Std (Volatility):13.8916.61
Sharpe:0.420.48
Beta:0.431.00
Jensen Alpha:0.240.00
Drawdown:24.1933.92



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