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 # Zapato Portfolio       Currency:EURTop 25: 1466
Visit Zapato
Look
Start:01/02/2014 Day Return:
0.30%
Day Rank:151
Days: 4465 Month Return:
-2.84%
Month Rank:436
Last:2026-03-24 Year Return:
0.00%
Year Rank:2399
Visits:4353 All Time Return:
340.07%
All Time Rank:66


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-2.33%
0.72%
4.34%
-4.32%
3.69%
3.33%
1.57%
6.33%
4.45%
3.15%
3.15%
5.29%
32.99%
12.39%
2015
0.57%
8.18%
5.34%
-3.32%
4.60%
-0.45%
2.21%
-6.91%
-1.54%
3.25%
3.94%
-3.01%
12.50%
-0.73%
2016
-5.68%
-0.95%
1.25%
2.15%
2.47%
-1.03%
2.07%
2.27%
-1.74%
4.29%
12.67%
3.54%
22.27%
9.54%
2017
-0.89%
5.44%
-3.32%
-0.65%
-3.64%
2.89%
-0.71%
-0.74%
3.25%
4.40%
1.37%
0.19%
7.35%
15.21%
2018
3.27%
-0.12%
-3.77%
1.59%
2.02%
-0.79%
3.93%
2.02%
-2.30%
-1.46%
2.51%
-9.50%
-3.35%
-2.81%
2019
7.58%
0.28%
-0.49%
4.39%
-4.25%
2.81%
4.42%
-3.83%
1.54%
3.11%
5.09%
1.47%
23.68%
28.88%
2020
-0.28%
-7.26%
-11.42%
9.38%
0.65%
-2.05%
0.12%
2.26%
-2.64%
0.60%
6.66%
0.44%
-5.11%
16.29%
2021
0.38%
6.12%
6.71%
1.67%
3.00%
1.75%
1.27%
3.00%
-0.75%
6.90%
-1.40%
1.69%
34.43%
26.85%
2022
-2.58%
-1.44%
3.65%
-0.91%
-1.54%
-2.43%
8.10%
-0.93%
-5.40%
7.69%
2.00%
-7.13%
-2.09%
-19.79%
2023
2.73%
-0.44%
-5.80%
1.77%
0.30%
1.50%
3.71%
1.01%
0.91%
-2.03%
5.11%
2.86%
11.77%
24.54%
2024
1.91%
0.76%
3.62%
-1.46%
2.27%
1.65%
11.25%
1.43%
-3.02%
4.56%
15.12%
-5.73%
35.36%
23.59%
2025
7.71%
-1.63%
-9.18%
-8.46%
2.91%
3.53%
3.58%
2.37%
2.17%
1.07%
2.16%
2.24%
7.34%
16.77%
2026
-1.10%
-3.74%
-2.78%
    
    
    
    
    
    
    
    
    
-7.45%
-4.16%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/02/2014851BAC Bank of America Corp0.75%$23.97$47.51$40,43198.18%7.93%
01/02/2014136BRK-B Berkshire Hathaway Inc-0.20%$196.57$480.14$65,299144.26%12.81%
01/02/201499GS Goldman Sachs2.25%$304.23$831.80$82,348173.41%16.15%
01/02/2014278JPM JPMorgan Chase & Co1.22%$102.53$289.93$80,601182.77%15.81%
03/24/202665LRCX Lam Research2.17%$233.56$233.30$15,165-0.11%2.97%
01/02/2014171MCO Moody`s Corp1.39%$172.08$441.17$75,440156.38%14.80%
01/02/2014469MS Morgan Stanley1.86%$78.08$164.43$77,118110.59%15.13%
01/14/2014214UNH UnitedHealth Group Inc-2.15%$210.43$269.52$57,67728.08%11.31%
01/14/201413,585Cash   0.00%1.00€1.00€13,585€0.00%3.09%
EUR/USD: 1.15772    GBP/EUR: 1.1600 Portfolio Value: $509,806 440,353€ 100%

 # PerformanceZapatoS&P500
Return:
340.68%
259.44%
Annualized Return:12.77%10.93%
Std (Volatility):19.6917.01
Sharpe:0.450.41
Beta:0.451.00
Jensen Alpha:0.570.00
Drawdown:30.4433.92



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