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 # Cbernal Portfolio       Currency:EURTop 25: 259
Visit Cbernal
Look
Start:10/15/2013 Day Return:
0.00%
Day Rank:1219
Days: 4403 Month Return:
-0.03%
Month Rank:2026
Last:2025-10-27 Year Return:
0.00%
Year Rank:480
Visits:4307 All Time Return:
282.99%
All Time Rank:109


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
    
    
    
    
    
4.80%
4.38%
1.84%
11.40%
8.85%
2014
-1.97%
4.15%
-2.17%
-2.33%
3.28%
2.10%
-7.02%
2.51%
-0.07%
-0.54%
7.68%
-4.71%
-0.01%
11.39%
2015
11.56%
3.33%
3.04%
-0.03%
0.59%
-2.34%
9.61%
-5.56%
2.25%
9.88%
4.94%
-1.90%
39.66%
-0.73%
2016
-3.57%
-2.02%
2.57%
2.90%
3.43%
-0.06%
3.83%
0.49%
2.12%
-1.06%
-2.20%
3.09%
9.56%
9.54%
2017
0.06%
3.66%
4.49%
0.98%
-2.56%
-1.70%
1.30%
-0.25%
-0.17%
3.91%
-0.16%
-0.50%
9.15%
15.21%
2018
2.58%
-0.78%
0.01%
3.18%
-0.26%
0.87%
1.27%
4.06%
-0.48%
-4.32%
1.58%
-1.47%
6.11%
-2.81%
2019
5.05%
-0.56%
1.08%
3.90%
1.16%
2.47%
0.61%
-0.63%
1.22%
-0.36%
0.39%
0.93%
16.18%
28.87%
2020
2.52%
-3.30%
-5.27%
4.37%
2.91%
2.11%
2.79%
0.81%
-1.00%
0.26%
-0.76%
0.50%
5.65%
16.27%
2021
0.17%
-0.99%
0.51%
1.18%
-1.16%
1.69%
1.17%
-1.58%
0.74%
-0.47%
1.66%
-1.10%
1.75%
26.89%
2022
-2.44%
0.77%
2.23%
-3.37%
-2.13%
-5.10%
1.17%
1.84%
-4.59%
-1.30%
1.31%
-1.62%
-12.78%
-19.79%
2023
3.03%
-0.29%
2.54%
1.15%
1.74%
2.33%
-0.06%
0.32%
-2.88%
0.10%
3.10%
0.81%
12.37%
24.54%
2024
-1.10%
1.95%
2.38%
0.64%
0.87%
0.19%
5.09%
0.77%
1.92%
-0.27%
4.74%
6.72%
26.30%
23.59%
2025
4.26%
-4.42%
-7.10%
3.13%
8.73%
2.26%
0.54%
2.11%
7.41%
7.38%
-0.06%
    
25.63%
15.95%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/12/202481AAPL Apple Inc.-0.38%$211.85$270.25$21,89027.57%4.96%
10/16/2013197ADS.DE ADIDAS-0.99%135.54€165.80€32,663€22.32%8.53%
06/06/2022214AMZN Amazon.com9.58%$124.79$244.22$52,26395.70%11.83%
07/12/2024177AVGO Broadcom Inc-1.82%$167.69$369.53$65,407120.36%14.81%
10/25/20132,669IBE.MC Iberdrola0.40%4.48€17.63€47,054€293.27%12.29%
10/04/2024445LRCX Lam Research-2.20%$104.60$157.41$70,04750.48%15.86%
07/01/202447NFLX Netflix Inc2.74%$682.49$1118.86$52,58663.94%11.90%
06/11/2024341THC Tenet Healthcare Corp-1.02%$132.07$206.50$70,41756.36%15.94%
06/11/202414,866Cash   0.00%1.00€1.00€14,866€0.00%3.88%
EUR/USD: 1.15366    GBP/EUR: 1.1300 Portfolio Value: $441,727 382,892€ 100%

 # PerformanceCbernalS&P500
Return:
283.41%
301.78%
Annualized Return:11.60%12.02%
Std (Volatility):12.1217.07
Sharpe:0.630.47
Beta:0.291.00
Jensen Alpha:0.530.00
Drawdown:19.8533.92



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