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 # Hugomocquard Portfolio       Currency:EURTop 25: 2730
Visit Hugomocquard
Look
Start:10/07/2013 Day Return:
0.00%
Day Rank:1486
Days: 4562 Month Return:
-0.07%
Month Rank:2689
Last:2026-03-30 Year Return:
0.00%
Year Rank:2527
Visits:3346 All Time Return:
159.58%
All Time Rank:228


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
    
    
    
    
    
3.12%
1.92%
1.96%
7.15%
10.28%
2014
-2.94%
0.39%
0.69%
-1.38%
1.69%
1.84%
-1.32%
2.00%
0.65%
1.32%
3.13%
1.04%
7.16%
11.39%
2015
-0.77%
5.05%
-0.86%
0.58%
2.31%
-2.40%
2.92%
-3.96%
1.35%
4.91%
2.04%
-1.32%
9.85%
-0.73%
2016
-3.78%
-1.51%
0.68%
-1.91%
4.01%
-0.64%
1.99%
2.08%
2.59%
-0.02%
0.68%
0.24%
4.25%
9.54%
2017
2.10%
1.05%
1.64%
0.86%
1.14%
-1.31%
-0.61%
1.14%
-0.43%
7.27%
0.14%
0.35%
13.89%
15.21%
2018
4.44%
3.26%
-1.58%
2.88%
5.82%
2.25%
-1.15%
4.70%
-0.98%
-2.34%
0.94%
-5.04%
13.33%
-2.81%
2019
4.66%
1.43%
2.96%
5.39%
-2.65%
1.70%
3.91%
-1.06%
-0.05%
-1.27%
3.68%
0.95%
21.09%
28.88%
2020
2.40%
-0.97%
-3.07%
6.18%
2.28%
2.96%
2.32%
4.89%
-1.60%
0.63%
-1.42%
2.14%
17.61%
15.96%
2021
-0.68%
3.97%
-1.43%
2.47%
-1.94%
8.52%
3.57%
-0.86%
-2.17%
3.32%
2.54%
-3.92%
13.50%
27.22%
2022
-7.00%
-0.97%
2.94%
-2.66%
-2.49%
-3.13%
5.30%
-0.11%
-1.60%
-0.67%
-0.59%
-2.92%
-13.51%
-19.79%
2023
1.91%
0.35%
1.99%
0.65%
6.04%
0.31%
-0.23%
4.57%
-0.60%
1.38%
4.36%
-0.12%
22.38%
24.54%
2024
2.16%
-0.59%
-0.13%
-1.52%
-0.07%
5.19%
-0.47%
3.61%
-1.34%
-2.47%
5.92%
0.21%
10.58%
23.59%
2025
1.83%
0.12%
-7.75%
-4.51%
2.52%
-0.95%
3.98%
2.01%
-0.11%
-1.99%
-1.63%
-5.48%
-11.96%
16.77%
2026
-1.09%
-1.73%
-5.30%
-0.09%
    
    
    
    
    
    
    
    
-8.03%
-4.42%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/15/201482ADBE Adobe Systems Inc0.01%$70.59$257.84$21,143265.25%7.06%
08/13/2024293AFL Aflac Inc0.77%$102.03$110.47$32,3688.27%10.81%
06/06/2022229AMZN Amazon.com-0.38%$137.87$209.77$48,03752.16%16.04%
06/03/202413AZO AutoZone Inc-0.76%$2795.97$3402.20$44,22921.68%14.76%
06/25/2024496BBY Best Buy Co Inc0.30%$76.00$64.50$31,992-15.13%10.68%
06/18/2024541HEN3.DE HENKEL-2.03%83.11€64.32€34,797€-22.61%13.41%
09/15/2014101MSFT Microsoft Corp1.11%$46.64$373.50$37,724700.79%12.59%
06/14/2024111RACE Ferrari N.V.-0.71%$418.54$340.06$37,747-18.75%12.60%
06/14/20245,331Cash   0.00%1.00€1.00€5,331€0.00%2.05%
EUR/USD: 1.15422    GBP/EUR: 1.1500 Portfolio Value: $299,555 259,531€ 100%

 # PerformanceHugomocquardS&P500
Return:
159.98%
291.83%
Annualized Return:7.81%11.34%
Std (Volatility):11.5816.83
Sharpe:0.330.44
Beta:0.301.00
Jensen Alpha:0.160.00
Drawdown:24.8333.92



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