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 # El Economist Portfolio       Currency:EURTop 25: 698
Visit El Economist
Look
Start:05/16/2012 Day Return:
1.20%
Day Rank:1430
Days: 5062 Month Return:
-4.15%
Month Rank:929
Last:2026-02-27 Year Return:
0.00%
Year Rank:2306
Visits:5774 All Time Return:
317.58%
All Time Rank:86


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
-2.20%
10.64%
-6.13%
10.84%
1.93%
-1.77%
2.86%
5.75%
22.62%
7.65%
2013
3.72%
3.06%
-2.12%
4.81%
3.13%
-3.86%
5.62%
-0.08%
6.36%
3.96%
1.74%
1.19%
30.61%
29.60%
2014
-0.87%
1.07%
1.34%
1.35%
3.23%
1.02%
-0.92%
0.91%
-0.51%
-2.70%
0.81%
-0.76%
3.89%
11.39%
2015
0.92%
5.81%
2.58%
-1.42%
-0.94%
-1.49%
5.25%
-5.18%
-4.10%
8.70%
2.34%
-5.10%
6.45%
-0.73%
2016
-6.21%
-0.01%
2.32%
3.84%
2.80%
-3.98%
1.33%
1.64%
1.25%
2.98%
-1.00%
3.85%
8.60%
9.54%
2017
0.28%
1.97%
4.32%
2.67%
0.73%
-1.64%
-0.94%
-1.42%
1.17%
4.24%
-0.22%
-0.66%
10.76%
15.21%
2018
4.16%
-2.57%
-2.25%
2.76%
0.97%
-0.11%
4.10%
-1.64%
0.30%
-5.48%
2.01%
-3.10%
-1.34%
-2.81%
2019
4.45%
0.07%
1.85%
1.89%
-3.44%
0.73%
0.07%
-3.36%
2.44%
-0.17%
0.92%
0.78%
6.12%
28.88%
2020
-1.53%
-4.14%
-7.25%
6.23%
0.68%
1.88%
3.04%
1.15%
-1.18%
0.35%
-0.58%
0.47%
-1.51%
16.26%
2021
0.33%
-1.00%
1.17%
1.21%
-1.32%
1.84%
1.43%
-1.81%
0.63%
-0.43%
1.96%
-1.18%
2.78%
27.27%
2022
-2.75%
0.40%
2.63%
-3.59%
-2.29%
-0.84%
0.39%
3.45%
-1.42%
1.67%
0.62%
-1.98%
-3.89%
-20.03%
2023
4.06%
1.62%
-0.31%
0.43%
1.63%
1.76%
1.27%
2.43%
-0.21%
-0.54%
4.47%
2.11%
20.24%
24.54%
2024
-0.37%
3.42%
3.20%
-1.55%
1.23%
0.02%
8.28%
1.75%
3.04%
2.31%
5.73%
-0.46%
29.55%
23.59%
2025
7.92%
1.69%
-8.70%
-2.65%
10.32%
0.95%
10.83%
0.67%
0.75%
3.82%
2.53%
1.96%
32.53%
16.77%
2026
1.48%
-4.10%
-3.91%
    
    
    
    
    
    
    
    
    
-6.48%
-4.56%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/17/2012619ACS.MC ACS1.51%21.81€107.40€66,481€392.33%15.88%
06/06/2022326AMZN Amazon.com2.37%$144.01$212.15$69,16147.32%14.26%
05/17/20123,474BBVA.MC BBVA2.32%7.21€18.71€64,999€159.33%15.53%
06/27/2024740BBY Best Buy Co Inc-1.98%$78.89$60.49$44,763-23.32%9.23%
07/08/2024189CVNA Carvana Inc.0.92%$133.48$303.73$57,405127.55%11.84%
06/26/2024394INSM Insmed Incorporated-3.99%$66.83$70.64$27,8325.70%5.74%
06/25/2024166MSFT Microsoft Corp0.24%$446.07$373.64$62,024-16.24%12.79%
05/17/2012245SIE.DE SIEMENS1.74%142.74€212.90€52,161€49.16%12.46%
05/17/20129,533Cash   0.00%1.00€1.00€9,533€0.00%2.28%
EUR/USD: 1.15833    GBP/EUR: 1.1600 Portfolio Value: $484,943 418,657€ 100%

 # PerformanceEl EconomistS&P500
Return:
318.92%
394.97%
Annualized Return:10.66%11.97%
Std (Volatility):13.0316.36
Sharpe:0.510.49
Beta:0.361.00
Jensen Alpha:0.380.00
Drawdown:23.4733.92



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