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 # Hugomocquard Portfolio       Currency:EURTop 25: 2081
Visit Hugomocquard
Look
Start:10/07/2013 Day Return:
0.16%
Day Rank:1129
Days: 4411 Month Return:
-0.10%
Month Rank:2101
Last:2025-08-01 Year Return:
0.00%
Year Rank:2301
Visits:3121 All Time Return:
203.20%
All Time Rank:199


 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%
0.29%
    
-5.03%
15.95%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/15/201482ADBE Adobe Systems Inc0.01%$70.59$346.74$28,433391.19%8.12%
08/13/2024293AFL Aflac Inc-0.88%$102.03$106.25$31,1314.14%8.89%
06/06/2022229AMZN Amazon.com5.33%$137.87$257.22$58,90386.57%16.82%
06/03/202413AZO AutoZone Inc-1.75%$2795.97$3610.22$46,93329.12%13.40%
06/25/2024358BBY Best Buy Co Inc-1.30%$80.29$81.07$29,0230.97%8.29%
06/18/2024541HEN3.DE HENKEL-0.40%83.11€70.56€38,173€-15.10%12.54%
09/15/2014101MSFT Microsoft Corp0.82%$46.64$522.07$52,7291019.32%15.05%
06/14/2024111RACE Ferrari N.V.-1.71%$418.54$397.04$44,071-5.14%12.58%
06/14/202413,135Cash   0.00%1.00€1.00€13,135€0.00%4.32%
EUR/USD: 1.15070    GBP/EUR: 1.1300 Portfolio Value: $350,264 304,392€ 100%

 # PerformanceHugomocquardS&P500
Return:
204.91%
307.04%
Annualized Return:9.48%12.08%
Std (Volatility):11.5316.98
Sharpe:0.480.48
Beta:0.291.00
Jensen Alpha:0.310.00
Drawdown:19.8833.92



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