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 # Zepazo Portfolio       Currency:EURTop 25: 867
Visit Zepazo
Look
Start:03/28/2012 Day Return:
0.00%
Day Rank:240
Days: 4844 Month Return:
-2.61%
Month Rank:1893
Last:2025-06-26 Year Return:
0.00%
Year Rank:1867
Visits:5007 All Time Return:
367.37%
All Time Rank:33


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
-0.18%
0.09%
2.15%
0.35%
4.23%
2.45%
-1.12%
-4.97%
-0.08%
-0.77%
1.89%
1.47%
2013
0.57%
3.39%
3.67%
-2.32%
7.34%
-2.68%
1.93%
0.02%
3.96%
6.16%
4.80%
-0.14%
29.52%
29.60%
2014
-4.48%
1.28%
2.93%
-1.08%
3.49%
1.02%
1.57%
7.37%
4.16%
-0.73%
2.52%
0.47%
19.63%
11.39%
2015
2.09%
5.56%
0.15%
1.22%
2.36%
-4.24%
6.82%
-6.71%
0.78%
9.11%
2.68%
-1.27%
18.95%
-0.73%
2016
-3.33%
-1.63%
1.13%
-0.43%
4.60%
-0.90%
3.31%
1.19%
0.86%
1.59%
2.89%
1.72%
11.28%
9.54%
2017
-0.01%
2.82%
0.22%
-0.92%
-0.21%
-1.24%
-0.77%
0.37%
0.33%
5.57%
1.53%
0.07%
7.83%
15.21%
2018
5.08%
0.48%
-2.87%
1.88%
3.62%
0.18%
3.46%
4.49%
1.03%
-5.96%
2.74%
-5.07%
8.65%
-2.81%
2019
3.65%
0.61%
3.06%
3.96%
-2.36%
2.85%
1.89%
-1.49%
1.35%
-0.08%
2.49%
0.68%
17.69%
28.87%
2020
3.30%
-3.03%
-2.43%
6.93%
0.30%
1.94%
3.38%
3.90%
-2.50%
1.14%
0.78%
0.11%
14.19%
16.30%
2021
1.71%
-1.43%
3.04%
2.32%
-1.33%
4.23%
2.75%
-0.51%
-0.52%
2.51%
2.80%
0.16%
16.67%
27.24%
2022
-3.67%
0.55%
6.59%
-4.59%
-3.26%
-3.90%
5.17%
0.87%
-5.01%
1.05%
0.55%
-5.07%
-10.98%
-20.04%
2023
3.10%
-0.51%
2.18%
0.84%
3.99%
1.73%
0.97%
1.73%
-1.05%
1.20%
3.34%
0.60%
19.56%
24.54%
2024
4.53%
3.62%
1.67%
-2.55%
2.84%
4.96%
-1.35%
1.91%
0.46%
-0.16%
9.35%
-1.64%
25.62%
23.59%
2025
3.34%
-0.83%
-8.92%
-2.50%
2.80%
-2.57%
0.01%
    
    
    
    
    
-8.83%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/23/2024126AAPL Apple Inc.2.03%$253.23$205.12$25,845-19.00%4.69%
06/06/2022372AMZN Amazon.com-1.75%$144.98$219.40$81,61751.33%14.82%
03/11/20252,217BBVA.MC BBVA0.35%12.83€13.05€28,932€1.75%6.19%
05/04/2012150BRK-B Berkshire Hathaway Inc-0.08%$81.10$485.19$72,779498.29%13.21%
05/16/202487COST Costco Wholesale Corp0.49%$801.58$989.72$86,10623.47%15.63%
06/26/20241,540ITX.MC Inditex0.25%48.02€44.16€68,006€-8.04%14.54%
04/03/2012172MSFT Microsoft Corp0.30%$31.34$497.16$85,5121486.15%15.52%
05/16/2024174MSI Motorola Solutions Inc0.40%$371.78$420.35$73,14113.06%13.28%
05/16/20249,929Cash   0.00%1.00€1.00€9,929€0.00%2.12%
EUR/USD: 1.17810    GBP/EUR: 1.1700 Portfolio Value: $550,899 467,616€ 100%

 # PerformanceZepazoS&P500
Return:
367.91%
340.59%
Annualized Return:11.85%11.36%
Std (Volatility):12.6016.57
Sharpe:0.620.44
Beta:0.401.00
Jensen Alpha:0.490.00
Drawdown:18.9133.92



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