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 # LBal Portfolio       Currency:EURTop 25: 497
Visit LBal
Look
Start:01/08/2014 Day Return:
-1.00%
Day Rank:1575
Days: 4193 Month Return:
2.99%
Month Rank:411
Last:2025-02-03 Year Return:
0.00%
Year Rank:1653
Visits:2645 All Time Return:
130.58%
All Time Rank:233


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-0.43%
1.11%
-3.61%
-1.06%
0.46%
1.62%
1.22%
2.82%
1.78%
0.26%
2.00%
0.15%
6.33%
12.05%
2015
0.80%
2.84%
1.61%
-2.82%
1.91%
-0.48%
1.93%
-2.53%
0.19%
4.42%
0.77%
-1.54%
7.06%
-0.73%
2016
-3.83%
0.77%
1.22%
0.40%
2.16%
-0.59%
3.15%
0.91%
1.22%
2.43%
3.03%
0.46%
11.73%
9.54%
2017
0.79%
0.84%
1.43%
-0.20%
2.34%
-0.22%
1.12%
-0.29%
1.29%
2.68%
-1.33%
-0.48%
8.17%
15.21%
2018
3.14%
-1.23%
-2.31%
1.65%
5.38%
-0.28%
2.05%
0.51%
-0.90%
-5.52%
-3.11%
-5.28%
-6.31%
-2.81%
2019
3.56%
3.33%
1.75%
3.60%
-5.42%
3.77%
2.88%
-1.67%
1.94%
1.89%
2.42%
1.12%
20.48%
28.88%
2020
-0.35%
-2.32%
-8.25%
7.91%
4.01%
-0.41%
3.00%
7.50%
-1.46%
-0.27%
2.45%
-1.51%
9.59%
16.26%
2021
0.53%
6.11%
0.56%
2.60%
-1.22%
11.21%
-1.09%
-0.81%
0.18%
-1.27%
1.73%
0.23%
19.61%
26.89%
2022
-1.58%
3.21%
0.14%
1.86%
-21.25%
-4.62%
3.86%
-11.54%
-5.58%
0.65%
3.56%
-4.81%
-33.02%
-19.79%
2023
6.80%
4.27%
2.02%
0.74%
6.92%
3.34%
4.17%
-0.57%
-1.26%
-1.54%
5.27%
3.29%
38.45%
24.54%
2024
6.59%
7.56%
3.01%
-3.43%
3.27%
5.78%
-3.80%
2.46%
-1.55%
1.40%
3.49%
1.22%
28.41%
23.59%
2025
2.65%
0.41%
-11.95%
-2.35%
4.21%
3.56%
-1.02%
    
    
    
    
    
-5.33%
5.26%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/02/202482ADBE Adobe Systems Inc0.01%$538.46$397.15$32,566-26.24%12.06%
05/24/2024202GOOG Google Inc-0.70%$180.33$176.13$35,578-2.33%13.17%
07/09/202440LLY Eli Lilly & Co0.86%$847.20$786.24$31,450-7.20%11.64%
07/18/202258META Meta-2.50%$180.50$719.64$41,739298.69%15.45%
06/25/202480MSFT Microsoft Corp-0.99%$452.67$492.48$39,3988.79%14.59%
06/10/2024268NVDA NVIDIA Corp-3.58%$131.88$152.34$40,82715.51%15.12%
07/09/202483RACE Ferrari N.V.-0.50%$438.63$488.30$40,52911.32%15.00%
07/09/20246,813Cash   0.00%1.00€1.00€6,813€0.00%2.97%
EUR/USD: 1.17701    GBP/EUR: 1.1600 Portfolio Value: $270,107 229,485€ 100%

 # PerformanceLBalS&P500
Return:
129.49%
237.06%
Annualized Return:7.43%11.06%
Std (Volatility):13.8517.37
Sharpe:0.250.41
Beta:0.311.00
Jensen Alpha:0.120.00
Drawdown:36.4533.92



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