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 # Fborghetti Portfolio       Currency:EURTop 25: 793
Visit Fborghetti
Look
Start:10/28/2013 Day Return:
0.00%
Day Rank:1748
Days: 4436 Month Return:
-0.81%
Month Rank:1789
Last:2025-12-01 Year Return:
0.00%
Year Rank:1108
Visits:3762 All Time Return:
219.96%
All Time Rank:179


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
    
    
    
    
    
1.32%
2.80%
1.01%
5.21%
4.89%
2014
-1.15%
3.62%
-2.45%
0.21%
8.36%
1.20%
1.68%
4.93%
2.63%
-2.71%
0.09%
-1.31%
15.52%
11.39%
2015
5.39%
7.70%
-0.23%
3.02%
2.52%
-1.08%
7.50%
-7.83%
-1.55%
11.80%
1.19%
-3.87%
25.52%
-0.73%
2016
-5.19%
-1.09%
1.74%
1.52%
3.64%
-4.29%
3.72%
-3.27%
-1.23%
3.94%
1.38%
3.71%
4.05%
9.54%
2017
-2.62%
0.69%
2.90%
0.80%
-0.92%
-1.79%
-0.01%
0.07%
0.85%
3.58%
-0.59%
-0.60%
2.21%
15.21%
2018
1.86%
-0.84%
-1.49%
1.64%
2.20%
0.50%
3.57%
0.27%
-0.02%
-4.04%
2.57%
-3.73%
2.20%
-2.81%
2019
2.30%
2.04%
0.20%
1.92%
-2.08%
0.48%
0.96%
-0.87%
2.95%
2.32%
1.82%
0.80%
13.50%
28.87%
2020
1.63%
-5.00%
0.24%
3.69%
0.60%
0.33%
1.19%
1.74%
-4.17%
-0.49%
-0.82%
0.71%
-0.68%
16.27%
2021
1.00%
0.15%
2.47%
0.62%
-3.26%
3.18%
1.42%
-0.48%
-0.47%
1.28%
-0.49%
3.03%
8.60%
26.89%
2022
-1.32%
0.41%
1.80%
-0.04%
-0.48%
1.17%
1.99%
-0.87%
-0.64%
2.23%
1.31%
-2.95%
2.51%
-19.79%
2023
0.92%
1.63%
0.82%
0.59%
1.20%
0.36%
-0.28%
2.06%
0.10%
-0.23%
2.36%
0.08%
10.00%
24.54%
2024
0.89%
1.60%
2.62%
-3.23%
0.78%
-1.14%
7.30%
0.57%
1.77%
-0.83%
6.17%
3.15%
20.99%
23.59%
2025
5.10%
-2.54%
-10.65%
-0.48%
7.89%
3.13%
4.56%
-2.07%
5.48%
4.66%
1.52%
-0.87%
15.29%
15.44%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/10/2024212AMAT Applied Materials Inc2.11%$228.00$253.43$53,72711.15%14.33%
07/12/2024144AVGO Broadcom Inc1.18%$167.69$329.70$47,47796.61%12.66%
07/17/20243,920BPE.MI Banca Pop Emilia Romagna1.74%6.24€11.40€44,688€82.63%13.98%
06/21/2024564INSM Insmed Incorporated-3.99%$69.49$70.64$39,8411.66%10.63%
07/03/2024638ITX.MC Inditex2.55%45.69€56.30€35,919€23.22%11.23%
05/30/2024558MAS Masco Corp0.00%$67.26$65.11$36,331-3.20%9.69%
10/29/201387MSFT Microsoft Corp1.65%$35.70$483.88$42,0981255.23%11.23%
06/27/202440NFLX Netflix Inc-3.64%$683.27$1112.68$44,50762.85%11.87%
06/27/202414,005Cash   0.00%1.00€1.00€14,005€0.00%4.38%
EUR/USD: 1.17244    GBP/EUR: 1.1400 Portfolio Value: $374,908 319,768€ 100%

 # PerformanceFborghettiS&P500
Return:
219.30%
285.48%
Annualized Return:9.94%11.64%
Std (Volatility):13.0217.02
Sharpe:0.460.45
Beta:0.351.00
Jensen Alpha:0.330.00
Drawdown:23.3533.92



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