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 # Patxaran Portfolio       Currency:USDTop 25: 423
Visit Patxaran
Look
Start:05/02/2013 Day Return:
0.40%
Day Rank:477
Days: 4657 Month Return:
6.59%
Month Rank:484
Last:2025-12-16 Year Return:
0.00%
Year Rank:481
Visits:3486 All Time Return:
248.74%
All Time Rank:122


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
1.80%
-4.09%
9.06%
-1.04%
7.46%
6.81%
2.54%
1.78%
26.22%
15.70%
2014
-1.83%
5.01%
0.59%
-0.59%
-1.33%
0.99%
-2.09%
-0.95%
-2.55%
-0.87%
1.89%
-2.58%
-4.47%
11.39%
2015
-1.86%
7.28%
-3.36%
2.02%
-1.08%
-1.29%
0.18%
-3.13%
-3.17%
7.77%
-1.35%
-0.99%
0.27%
-0.73%
2016
-5.14%
3.21%
5.62%
2.91%
-1.47%
-0.88%
4.26%
-1.18%
0.18%
1.62%
1.22%
0.77%
11.17%
9.54%
2017
2.15%
1.39%
0.46%
1.94%
2.03%
0.36%
4.39%
1.10%
2.59%
1.08%
3.10%
2.28%
25.33%
15.21%
2018
6.41%
-0.73%
-0.85%
-2.35%
-0.56%
-2.21%
1.74%
-0.81%
2.46%
-7.86%
0.75%
-4.13%
-8.50%
-2.81%
2019
6.18%
3.97%
-3.05%
2.44%
-1.21%
5.42%
-1.04%
-0.41%
0.80%
-1.96%
0.75%
0.54%
12.63%
28.87%
2020
-0.55%
-7.99%
-10.10%
7.34%
2.32%
0.21%
4.74%
3.72%
-2.26%
-1.45%
3.96%
0.09%
-1.40%
16.27%
2021
-0.10%
0.88%
0.72%
2.95%
2.67%
-0.83%
0.01%
2.29%
-2.30%
2.46%
-1.66%
3.02%
10.38%
27.27%
2022
-1.98%
-2.66%
5.77%
-4.42%
3.05%
-4.67%
3.67%
-2.72%
-4.03%
7.46%
7.23%
0.08%
5.77%
-20.03%
2023
-0.77%
-1.80%
2.46%
-1.89%
-2.67%
3.41%
0.43%
4.03%
-3.44%
-0.38%
5.63%
3.00%
7.80%
24.54%
2024
-3.88%
0.79%
2.72%
-0.76%
2.30%
-1.18%
9.86%
4.32%
2.54%
4.56%
2.50%
-5.15%
19.27%
23.59%
2025
2.52%
-1.75%
-3.32%
3.36%
8.16%
5.15%
2.27%
3.62%
3.43%
-5.55%
4.48%
1.08%
25.16%
16.77%
2026
8.43%
    
    
    
    
    
    
    
    
    
    
    
8.43%
0.73%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/13/2024475AFL Aflac Inc1.46%$104.65$110.44$52,4595.53%11.51%
07/12/2024175AVGO Broadcom Inc-0.75%$172.70$330.75$57,88191.51%12.70%
07/15/2024145CVNA Carvana Inc.4.28%$147.65$427.61$62,003189.61%13.60%
08/14/2024980EXEL Exelixis, Inc.-0.89%$30.91$42.27$41,42536.76%9.09%
05/03/2013116LMT Lockheed Martin Corp4.23%$311.73$621.98$72,15099.52%15.83%
05/03/2013114MSI Motorola Solutions Inc-0.48%$95.63$402.95$45,936321.37%10.08%
05/03/201389NOC Northrop Grumman Corp0.90%$151.83$694.73$61,831357.56%13.56%
05/03/2013200TXN Texas Instruments Inc1.30%$36.97$219.02$43,804492.49%9.61%
05/03/201315,399Cash   0.00%1.00€1.00€15,399€0.00%4.03%
EUR/USD: 1.19176    GBP/EUR: 1.1500 Portfolio Value: $455,841 382,494€ 100%

 # PerformancePatxaranS&P500
Return:
248.66%
333.24%
Annualized Return:10.09%11.94%
Std (Volatility):12.1616.72
Sharpe:0.500.47
Beta:0.371.00
Jensen Alpha:0.320.00
Drawdown:26.5833.92



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