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 # 500eypos Portfolio       Currency:EURTop 25: 387
Visit 500eypos
Look
Start:10/09/2012 Day Return:
0.26%
Day Rank:654
Days: 4806 Month Return:
1.70%
Month Rank:368
Last:2025-11-24 Year Return:
0.00%
Year Rank:943
Visits:5580 All Time Return:
444.23%
All Time Rank:32


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
    
    
    
0.41%
-0.55%
1.04%
0.89%
-1.06%
2013
0.37%
0.18%
-3.60%
3.55%
5.28%
-1.57%
2.26%
-0.48%
6.04%
7.46%
2.06%
8.52%
33.60%
29.60%
2014
-4.10%
2.80%
-1.67%
0.18%
2.57%
1.85%
3.07%
4.51%
5.31%
1.78%
5.63%
0.17%
23.94%
11.39%
2015
-0.56%
4.18%
1.15%
-4.95%
3.46%
-5.53%
1.45%
-5.13%
0.68%
8.30%
2.76%
-3.27%
1.54%
-0.73%
2016
-4.89%
-0.62%
1.47%
-1.17%
2.84%
-3.05%
1.79%
3.95%
0.32%
0.91%
2.59%
2.14%
6.07%
9.54%
2017
0.02%
0.91%
2.36%
0.71%
-0.70%
-1.39%
-1.07%
1.11%
1.96%
6.99%
-2.28%
-0.84%
7.73%
15.21%
2018
2.43%
0.91%
-5.72%
3.94%
3.35%
1.34%
-1.98%
2.77%
0.30%
-1.06%
-0.02%
-7.02%
-1.40%
-2.81%
2019
2.34%
6.12%
0.79%
1.67%
-6.35%
6.77%
3.97%
-1.20%
4.04%
4.51%
4.09%
4.03%
34.59%
28.88%
2020
10.52%
-3.31%
-14.04%
7.40%
-0.12%
2.63%
0.50%
4.19%
2.18%
-2.59%
0.02%
-1.45%
3.89%
16.26%
2021
1.88%
2.22%
2.04%
-1.99%
0.25%
2.06%
0.21%
1.19%
0.99%
-0.11%
1.63%
1.53%
12.46%
26.89%
2022
-0.89%
-2.05%
1.69%
0.85%
-0.57%
-7.14%
10.48%
0.47%
-6.10%
2.58%
0.84%
-8.53%
-9.35%
-19.79%
2023
8.19%
3.83%
2.24%
-1.62%
2.54%
3.40%
0.26%
1.46%
-0.57%
-2.66%
7.14%
1.17%
27.86%
24.54%
2024
-2.33%
2.95%
1.11%
-2.70%
0.31%
1.83%
8.64%
-0.38%
4.06%
-0.65%
12.22%
4.30%
32.30%
23.59%
2025
3.69%
-4.76%
-8.54%
-4.12%
6.79%
-0.87%
8.80%
2.48%
11.73%
3.47%
-1.72%
2.05%
18.51%
16.55%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/01/20244,424BBVA.MC BBVA1.98%9.68€19.05€84,277€96.75%15.43%
07/05/2024310GOOG Google Inc1.42%$179.29$322.90$100,09980.10%15.74%
11/11/2013195MSI Motorola Solutions Inc-0.30%$141.77$370.39$72,226161.26%11.36%
07/09/2024252ORCL Oracle Corp1.12%$151.87$216.73$54,61642.70%8.59%
03/29/2017323SU.PA SCHNEIDER3.51%128.67€237.55€76,729€84.63%14.05%
07/08/2024536TJX TJX Cos Inc-0.04%$112.64$150.24$80,52933.38%12.66%
08/31/2022216TSLA Tesla Motors0.41%$212.51$456.39$98,580114.76%15.50%
04/08/202577UNH UnitedHealth Group Inc-1.01%$369.33$330.18$25,424-10.60%4.00%
04/08/202514,625Cash   0.00%1.00€1.00€14,625€0.00%2.68%
EUR/USD: 1.16464    GBP/EUR: 1.1400 Portfolio Value: $636,020 546,109€ 100%

 # Performance500eyposS&P500
Return:
446.15%
375.76%
Annualized Return:13.44%12.28%
Std (Volatility):14.4516.56
Sharpe:0.650.50
Beta:0.481.00
Jensen Alpha:0.550.00
Drawdown:30.3733.92



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