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 # RalphNelson Portfolio       Currency:USDTop 25: 935
Visit RalphNelson
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Start:05/17/2015 Day Return:
0.00%
Day Rank:1189
Days: 3646 Month Return:
4.80%
Month Rank:77
Last:2025-02-27 Year Return:
0.00%
Year Rank:1573
Visits:10971 All Time Return:
333.95%
All Time Rank:31


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2015
    
    
    
    
-1.72%
0.49%
-1.09%
-1.01%
-5.34%
6.02%
-2.85%
-8.49%
-13.72%
-3.71%
2016
-6.07%
21.26%
27.22%
-1.47%
-2.81%
-3.91%
3.52%
0.58%
0.25%
-3.27%
-2.75%
14.28%
49.64%
9.54%
2017
-0.94%
-2.81%
6.00%
6.29%
1.61%
-0.70%
3.05%
6.43%
-4.10%
1.86%
2.30%
8.05%
29.60%
15.21%
2018
-2.09%
-18.59%
9.62%
15.26%
19.87%
7.49%
0.47%
-6.69%
-1.84%
-5.04%
0.97%
-3.03%
11.02%
-2.81%
2019
11.22%
-3.57%
-0.52%
3.60%
-9.39%
-2.08%
0.74%
-7.81%
4.80%
-0.41%
-3.69%
13.07%
3.51%
28.87%
2020
-12.99%
-7.17%
-8.49%
15.36%
2.11%
0.60%
4.34%
3.46%
-2.30%
6.51%
5.10%
2.77%
6.27%
15.97%
2021
1.25%
9.84%
0.78%
1.17%
-0.16%
1.37%
-1.52%
0.18%
-2.62%
-2.72%
-0.28%
-2.14%
4.67%
27.22%
2022
-4.12%
4.99%
4.35%
-0.46%
-0.48%
13.36%
11.95%
5.82%
-10.65%
18.15%
9.25%
-4.47%
53.96%
-19.79%
2023
8.85%
-4.09%
-2.99%
-1.30%
-5.54%
-0.32%
2.03%
-6.50%
-4.26%
-4.99%
2.15%
9.99%
-8.26%
24.54%
2024
1.13%
1.76%
2.93%
2.29%
8.66%
-9.44%
26.04%
0.95%
12.45%
-6.19%
6.88%
-5.51%
44.53%
23.59%
2025
7.81%
3.72%
-9.25%
-5.67%
3.85%
    
    
    
    
    
    
    
-0.60%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
02/25/2025320ADI Analog Devices Inc-0.44%$237.21$197.72$63,270-16.65%12.75%
05/06/2024600BABA Alibaba Group Holding Limited0.64%$78.14$126.59$75,95462.01%15.31%
01/22/2025180CEG Constellation Energy Corp0.41%$334.61$248.37$44,707-25.77%9.01%
10/18/2024380EXPE Expedia Inc2.37%$158.25$165.63$62,9394.66%12.68%
02/25/2025959HAS Hasbro Inc-0.91%$67.75$61.21$58,700-9.65%11.83%
05/06/20241,913JD JD.com, Inc.-1.19%$31.95$34.05$65,1386.57%13.13%
12/02/2024375MMM 3M Co-0.90%$133.73$140.79$52,7965.28%10.64%
12/02/2024950TPR Tapestry, Inc.0.73%$64.36$73.30$69,63513.90%14.03%
12/02/20242,702Cash   0.00%1.00€1.00€2,702€0.00%0.61%
EUR/USD: 1.12430    GBP/EUR: 1.1700 Portfolio Value: $496,178 441,321€ 100%

 # PerformanceRalphNelsonS&P500
Return:
334.00%
167.19%
Annualized Return:15.43%10.08%
Std (Volatility):24.3717.89
Sharpe:0.470.34
Beta:0.381.00
Jensen Alpha:0.910.00
Drawdown:38.4533.92



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