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 # Aosorioj Portfolio       Currency:USDTop 25: 974
Visit Aosorioj
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Start:06/25/2014 Day Return:
1.55%
Day Rank:235
Days: 4137 Month Return:
2.50%
Month Rank:997
Last:2025-10-13 Year Return:
0.00%
Year Rank:1680
Visits:3615 All Time Return:
209.81%
All Time Rank:127


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
    
    
    
    
-0.52%
-2.31%
1.46%
-2.75%
-1.38%
3.60%
-3.46%
-5.42%
5.07%
2015
-1.23%
5.43%
-1.67%
5.34%
-0.30%
-0.51%
5.64%
-5.33%
-2.57%
8.61%
0.25%
-0.42%
13.05%
-0.73%
2016
-7.80%
-2.81%
5.95%
2.98%
2.52%
-4.32%
5.05%
3.53%
1.27%
-0.57%
0.45%
2.85%
8.50%
9.54%
2017
3.69%
1.08%
2.91%
2.96%
3.61%
1.03%
2.74%
-0.04%
1.19%
5.03%
3.10%
0.83%
31.92%
15.21%
2018
7.43%
-1.72%
-1.67%
2.21%
-0.78%
0.03%
3.38%
0.88%
-0.65%
-8.74%
2.17%
-5.36%
-3.72%
-2.81%
2019
6.95%
1.20%
0.58%
5.41%
-5.64%
5.72%
-1.78%
-4.28%
1.21%
3.83%
2.43%
3.27%
19.62%
28.88%
2020
-0.72%
-5.32%
-6.88%
7.68%
3.41%
5.77%
8.15%
4.70%
-4.07%
-0.87%
3.00%
3.70%
18.55%
16.29%
2021
-1.63%
0.47%
-1.02%
6.27%
0.01%
1.99%
0.49%
1.05%
-2.49%
2.81%
0.90%
-4.55%
3.98%
26.85%
2022
-4.23%
-1.41%
-0.02%
-10.21%
0.10%
-3.55%
2.08%
-0.60%
-4.00%
-0.06%
5.27%
-2.86%
-18.53%
-19.79%
2023
8.43%
-2.82%
1.08%
3.22%
0.86%
3.53%
2.96%
2.41%
-4.34%
-0.12%
10.88%
3.28%
32.44%
24.54%
2024
-0.68%
0.45%
1.56%
-2.32%
2.22%
1.74%
7.40%
0.83%
1.33%
-3.01%
5.38%
-3.18%
11.77%
23.59%
2025
6.04%
-2.01%
-3.44%
1.64%
5.23%
3.98%
3.76%
-0.19%
0.88%
1.60%
    
    
18.44%
14.63%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/26/201480ADBE Adobe Systems Inc0.01%$72.71$346.74$27,739376.88%6.56%
06/06/2022247AMZN Amazon.com2.63%$124.79$222.17$54,87678.04%12.97%
06/26/20141,253BAC Bank of America Corp-0.61%$20.22$51.72$64,805155.77%15.32%
05/29/2024131CAT Caterpillar Inc-0.42%$329.54$528.96$69,29460.52%16.38%
08/13/20242,416INGA.AS ING Groep-0.46%16.42€20.51€49,552€24.93%13.60%
08/14/202464ISRG Intuitive Surgical1.11%$473.41$463.58$29,669-2.08%7.01%
06/26/2014115OR.PA L'OREAL0.67%180.04€396.20€45,563€120.07%12.50%
06/26/2014208SAP.DE SAP0.75%148.92€240.60€50,045€61.57%13.73%
06/26/20147,025Cash   0.00%1.00€1.00€7,025€0.00%1.93%
EUR/USD: 1.16057    GBP/EUR: 1.1500 Portfolio Value: $423,005 364,480€ 100%

 # PerformanceAosoriojS&P500
Return:
210.34%
244.22%
Annualized Return:10.34%11.33%
Std (Volatility):13.1317.37
Sharpe:0.480.42
Beta:0.421.00
Jensen Alpha:0.330.00
Drawdown:26.3533.92



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