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 # Lau95 Portfolio       Currency:EURTop 25: 266
Visit Lau95
Look
Start:03/18/2014 Day Return:
-0.10%
Day Rank:1537
Days: 4251 Month Return:
0.42%
Month Rank:366
Last:2025-07-23 Year Return:
0.00%
Year Rank:766
Visits:2829 All Time Return:
195.63%
All Time Rank:202


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
    
0.72%
-0.08%
0.90%
1.34%
-0.39%
1.32%
-0.28%
0.79%
1.16%
0.51%
6.12%
9.97%
2015
1.59%
0.99%
0.52%
-0.13%
0.85%
-0.02%
0.90%
-0.57%
0.66%
1.52%
0.55%
-0.04%
7.00%
-0.73%
2016
-1.14%
0.40%
0.49%
-0.45%
4.04%
-0.15%
1.50%
1.32%
1.45%
0.21%
4.00%
2.71%
15.19%
9.54%
2017
0.29%
-0.20%
1.33%
-0.57%
6.40%
-0.84%
1.93%
0.92%
0.79%
3.06%
-2.04%
-0.73%
10.54%
15.21%
2018
4.84%
0.04%
-1.15%
-0.14%
3.92%
-0.04%
-0.44%
1.15%
0.69%
-5.71%
-3.49%
-2.60%
-3.34%
-2.81%
2019
1.71%
1.51%
2.45%
-0.51%
-2.73%
2.33%
0.11%
-0.02%
1.24%
1.05%
1.85%
1.34%
10.69%
28.88%
2020
0.36%
1.73%
-0.44%
2.82%
3.65%
0.90%
1.88%
3.47%
-0.37%
-0.92%
0.27%
0.07%
14.12%
16.26%
2021
0.45%
2.30%
-1.80%
3.32%
-2.52%
9.83%
-1.09%
-0.14%
-0.06%
0.77%
1.00%
-0.96%
11.07%
26.89%
2022
0.39%
-0.15%
0.20%
2.01%
-20.77%
-2.61%
2.57%
-1.56%
-2.49%
1.75%
1.40%
-2.42%
-21.63%
-19.79%
2023
2.69%
0.81%
2.28%
0.14%
5.48%
1.32%
1.97%
0.04%
-1.33%
-0.69%
2.49%
0.43%
16.59%
24.54%
2024
4.29%
4.54%
1.76%
-0.81%
4.07%
2.01%
2.28%
1.45%
1.40%
2.77%
8.76%
0.34%
37.88%
23.59%
2025
-0.70%
3.70%
-8.50%
-3.11%
7.77%
2.40%
7.84%
-0.72%
4.82%
5.46%
0.42%
    
19.74%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2024141AMGN Amgen Inc0.14%$305.73$297.00$41,877-2.86%12.33%
06/25/2024200CMG Chipotle Mexican Grill0.67%$65.66$31.72$6,344-51.69%1.87%
03/18/2014264EA Electronic Arts Inc0.45%$72.40$200.79$53,009177.34%15.61%
06/13/2024802FER.MC Ferrovial0.97%37.37€54.34€43,581€45.42%14.74%
05/29/20249,446IAG.MC IAG-1.80%2.02€4.80€45,341€138.21%15.34%
07/02/202460MSFT Microsoft Corp-0.52%$445.35$514.77$30,88615.59%9.09%
06/10/2024264NVDA NVIDIA Corp-3.96%$131.88$198.54$52,41550.55%15.43%
06/05/2024562XEL Xcel Energy Inc0.41%$53.99$81.61$45,86551.15%13.50%
06/05/20246,185Cash   0.00%1.00€1.00€6,185€0.00%2.09%
EUR/USD: 1.14888    GBP/EUR: 1.1300 Portfolio Value: $339,661 295,645€ 100%

 # PerformanceLau95S&P500
Return:
195.79%
263.12%
Annualized Return:9.61%11.53%
Std (Volatility):10.4217.19
Sharpe:0.540.44
Beta:0.171.00
Jensen Alpha:0.430.00
Drawdown:24.2433.92



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