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 # Sergio_h Portfolio       Currency:EURTop 25: 416
Visit Sergio_h
Look
Start:03/09/2013 Day Return:
0.00%
Day Rank:601
Days: 4445 Month Return:
2.48%
Month Rank:1056
Last:2025-04-04 Year Return:
0.00%
Year Rank:518
Visits:5350 All Time Return:
264.50%
All Time Rank:71


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
-2.67%
2.00%
-0.86%
-2.26%
3.19%
-2.23%
3.21%
8.34%
3.99%
1.47%
14.52%
19.16%
2014
1.72%
2.37%
0.85%
-0.59%
3.58%
1.03%
-1.78%
4.39%
5.51%
1.78%
3.31%
1.73%
26.41%
11.39%
2015
5.59%
5.33%
3.37%
-5.49%
1.25%
-2.94%
7.46%
-5.64%
1.73%
9.35%
3.79%
-1.88%
22.64%
-0.73%
2016
-2.30%
0.34%
-1.22%
3.97%
4.25%
3.66%
1.85%
-1.37%
0.11%
1.31%
6.02%
-0.78%
16.59%
9.54%
2017
0.20%
6.30%
-0.20%
-0.11%
0.40%
-1.35%
0.96%
1.29%
1.59%
3.46%
1.69%
-0.40%
14.50%
15.21%
2018
5.74%
1.74%
-2.97%
0.49%
3.12%
-1.85%
5.53%
2.25%
2.29%
-7.88%
1.62%
-9.13%
-0.32%
-2.81%
2019
9.24%
4.03%
0.36%
2.88%
-0.13%
2.37%
1.92%
-0.29%
2.01%
-1.34%
3.00%
-1.02%
25.10%
28.87%
2020
4.32%
-6.59%
-6.85%
6.37%
-0.37%
-0.30%
1.07%
1.51%
-1.22%
-0.99%
-1.36%
-0.61%
-5.65%
15.97%
2021
1.14%
-1.74%
4.06%
0.07%
-1.37%
2.68%
2.50%
-2.55%
0.63%
-1.12%
2.96%
-0.18%
7.08%
27.48%
2022
-0.61%
1.09%
5.94%
-1.26%
-2.81%
-1.97%
1.70%
3.25%
-2.87%
3.49%
-1.85%
-2.05%
1.61%
-19.96%
2023
-0.17%
-0.31%
0.22%
-0.15%
1.68%
1.57%
0.10%
3.96%
-2.19%
1.32%
1.12%
0.74%
8.05%
24.54%
2024
-0.07%
2.19%
0.73%
-1.10%
0.13%
1.23%
3.52%
-1.18%
0.72%
-4.11%
6.08%
-0.45%
7.58%
23.59%
2025
5.75%
2.76%
-3.49%
-3.84%
2.37%
    
    
    
    
    
    
    
3.24%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022263AMZN Amazon.com-1.91%$124.79$186.21$48,97349.22%11.96%
06/18/20244,413BBVA.MC BBVA1.80%9.30€12.42€54,809€33.55%15.05%
06/21/20242,292HPE Hewlett Packard Enterprise-1.13%$19.46$16.69$38,253-14.24%9.34%
06/13/20241,947IDR.MC Indra0.96%20.57€29.54€57,514€43.59%15.80%
03/11/2013340JNJ Johnson & Johnson-0.72%$98.50$155.08$52,72757.45%12.88%
08/28/2013126LMT Lockheed Martin Corp-0.26%$192.51$471.48$59,406144.92%14.51%
06/28/2024101MCO Moody`s Corp-0.01%$426.90$464.72$46,9378.86%11.46%
06/20/202476WING Wingstop Inc.-0.33%$415.69$269.22$20,461-35.23%5.00%
06/20/202414,539Cash   0.00%1.00€1.00€14,539€0.00%3.99%
EUR/USD: 1.12435    GBP/EUR: 1.1700 Portfolio Value: $409,396 364,118€ 100%

 # PerformanceSergio_hS&P500
Return:
264.10%
265.64%
Annualized Return:10.98%11.01%
Std (Volatility):11.9316.96
Sharpe:0.590.41
Beta:0.331.00
Jensen Alpha:0.470.00
Drawdown:20.7233.92



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