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 # Zepazo Portfolio       Currency:EURTop 25: 573
Visit Zepazo
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Start:03/28/2012 Day Return:
-0.20%
Day Rank:1864
Days: 4791 Month Return:
1.06%
Month Rank:1752
Last:2025-04-03 Year Return:
0.00%
Year Rank:1542
Visits:4949 All Time Return:
371.72%
All Time Rank:22


 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%
0.93%
    
    
    
    
    
    
    
-8.14%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/23/2024126AAPL Apple Inc.-3.15%$253.23$198.77$25,045-21.51%4.73%
06/06/2022372AMZN Amazon.com-1.91%$144.98$186.21$69,27028.44%13.08%
03/11/20251,121BBVA.MC BBVA1.80%12.89€12.42€13,923€-3.68%2.96%
05/04/2012150BRK-B Berkshire Hathaway Inc-5.12%$81.10$512.75$76,913532.28%14.52%
05/16/202487COST Costco Wholesale Corp0.65%$801.58$1014.69$88,27826.59%16.67%
06/26/20241,540ITX.MC Inditex-0.29%48.02€47.81€73,627€-0.44%15.63%
04/03/2012189MSFT Microsoft Corp0.20%$31.40$436.02$82,4081288.44%15.56%
05/16/2024174MSI Motorola Solutions Inc-0.26%$371.78$405.35$70,5319.03%13.32%
05/16/202416,741Cash   0.00%1.00€1.00€16,741€0.00%3.55%
EUR/USD: 1.12429    GBP/EUR: 1.1700 Portfolio Value: $529,698 471,140€ 100%

 # PerformanceZepazoS&P500
Return:
371.44%
303.53%
Annualized Return:12.04%10.77%
Std (Volatility):12.5916.59
Sharpe:0.640.41
Beta:0.401.00
Jensen Alpha:0.530.00
Drawdown:18.9133.92



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