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 # Travis Portfolio       Currency:EURTop 25: 1507
Visit Travis
Look
Start:02/23/2012 Day Return:
0.00%
Day Rank:251
Days: 4825 Month Return:
1.78%
Month Rank:1469
Last:2025-03-12 Year Return:
0.00%
Year Rank:1667
Visits:4800 All Time Return:
198.48%
All Time Rank:138


 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%
1.56%
    
    
    
    
    
    
    
-9.96%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/08/2024180AAPL Apple Inc.-3.15%$222.78$198.77$35,779-10.78%10.69%
03/09/2012177APD Air Products & Chemicals Inc-1.95%$130.52$272.21$48,181108.56%14.39%
06/26/20243,893BBVA.MC BBVA1.80%9.06€12.42€48,351€37.01%16.23%
03/09/2012684C Citigroup Inc-0.50%$47.26$70.25$48,05148.65%14.36%
06/10/2024225FSLR First Solar Inc-2.59%$217.04$127.14$28,607-41.42%8.55%
06/26/202427LRCX Lam Research0.10%$1062.72$814.17$21,983-23.39%6.57%
03/12/2012100QQQ PowerShares QQQ Trust-0.59%$146.57$485.95$48,595231.54%14.52%
02/24/2012244TXN Texas Instruments Inc-1.27%$33.51$162.42$39,630384.70%11.84%
02/24/20128,504Cash   0.00%1.00€1.00€8,504€0.00%2.86%
EUR/USD: 1.12385    GBP/EUR: 1.1700 Portfolio Value: $334,722 297,835€ 100%

 # PerformanceTravisS&P500
Return:
197.82%
315.98%
Annualized Return:8.40%11.10%
Std (Volatility):13.6116.70
Sharpe:0.320.43
Beta:0.421.00
Jensen Alpha:0.140.00
Drawdown:24.1933.92



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