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 # Fnorth Portfolio       Currency:EURTop 25: 863
Visit Fnorth
Look
Start:04/01/2013 Day Return:
0.00%
Day Rank:899
Days: 4422 Month Return:
3.16%
Month Rank:658
Last:2025-04-01 Year Return:
0.00%
Year Rank:1173
Visits:3428 All Time Return:
131.96%
All Time Rank:216


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
0.46%
1.65%
-0.75%
2.41%
-0.41%
0.33%
5.94%
2.34%
0.07%
12.52%
18.32%
2014
-3.27%
3.37%
-0.81%
2.35%
3.07%
1.04%
-1.74%
5.59%
-0.06%
3.09%
1.27%
4.20%
19.24%
11.39%
2015
3.80%
5.94%
3.35%
-2.45%
2.11%
-1.95%
2.17%
-5.85%
-1.20%
8.04%
2.79%
-4.05%
12.41%
-0.73%
2016
-2.07%
-0.49%
0.92%
0.02%
2.64%
3.60%
1.08%
1.71%
-3.55%
2.27%
2.84%
3.86%
13.28%
9.54%
2017
-2.59%
2.29%
-1.05%
-1.28%
-0.41%
-2.76%
-1.97%
-2.05%
2.47%
3.80%
0.31%
0.39%
-3.05%
15.21%
2018
-0.13%
-3.69%
-3.34%
1.48%
1.77%
1.24%
2.34%
0.33%
0.63%
-3.68%
0.53%
-5.82%
-8.41%
-2.81%
2019
3.35%
3.39%
3.33%
-0.51%
-1.65%
2.89%
2.70%
-2.12%
2.09%
-2.58%
1.50%
-1.27%
11.35%
28.87%
2020
-0.84%
-5.61%
-5.52%
5.13%
0.57%
-1.61%
-0.68%
0.75%
-0.60%
1.68%
3.16%
-3.02%
-6.92%
15.97%
2021
0.31%
-0.22%
5.77%
0.17%
0.71%
0.64%
1.62%
2.40%
0.66%
2.61%
3.72%
2.26%
22.51%
27.59%
2022
-3.54%
0.25%
3.65%
2.70%
-4.64%
0.91%
5.83%
0.25%
-3.54%
6.20%
1.24%
-4.51%
4.09%
-20.03%
2023
-0.76%
0.97%
-2.91%
1.12%
-1.33%
-0.29%
1.69%
0.86%
1.05%
-0.98%
0.64%
1.88%
1.84%
24.54%
2024
1.20%
1.63%
3.39%
-0.41%
1.30%
-3.47%
11.77%
2.98%
1.64%
-4.39%
5.50%
-3.38%
18.07%
23.59%
2025
4.46%
2.61%
-8.17%
-5.26%
3.15%
    
    
    
    
    
    
    
-3.81%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/12/2013458AIG American International Group Inc-0.73%$47.66$83.03$38,02874.20%14.60%
06/26/2024407BBY Best Buy Co Inc-0.60%$82.95$67.67$27,542-18.42%10.58%
04/11/201339COST Costco Wholesale Corp0.65%$105.85$1014.69$39,573858.59%15.19%
06/11/2024255FSLR First Solar Inc-2.59%$225.19$127.14$32,421-43.54%12.45%
08/02/2021192GE General Electric Co0.60%$157.19$209.11$40,04533.03%15.38%
06/28/2024102MTX.DE MTU Aero Engines AG1.38%258.76€323.80€33,028€25.14%14.24%
08/13/2024840SBMO.AS SBM Offshore-2.08%16.38€18.45€15,498€12.63%6.68%
11/18/2024161SGO.PA Saint Gobain-0.81%89.34€97.92€15,765€9.61%6.80%
11/18/20249,481Cash   0.00%1.00€1.00€9,481€0.00%4.09%
EUR/USD: 1.12281    GBP/EUR: 1.1700 Portfolio Value: $260,439 231,953€ 100%

 # PerformanceFnorthS&P500
Return:
131.95%
263.07%
Annualized Return:7.05%11.00%
Std (Volatility):12.3616.97
Sharpe:0.250.41
Beta:0.281.00
Jensen Alpha:0.110.00
Drawdown:19.7533.92



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