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 # Beata2 Portfolio       Currency:EURTop 25: 122
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Start:11/28/2011 Day Return:
0.00%
Day Rank:446
Days: 4548 Month Return:
2.61%
Month Rank:183
Last:2024-03-04 Year Return:
0.00%
Year Rank:325
Visits:2216 All Time Return:
102.47%
All Time Rank:340


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
7.01%
-5.89%
0.71%
5.45%
2012
9.68%
-0.31%
-0.98%
-7.37%
-16.64%
8.35%
-4.70%
12.67%
6.22%
1.32%
-0.39%
2.52%
6.90%
13.41%
2013
7.89%
-1.84%
-7.52%
6.28%
2.79%
-3.02%
9.88%
-0.79%
6.09%
6.54%
-1.81%
3.94%
30.47%
29.60%
2014
0.82%
5.94%
0.84%
-1.17%
1.55%
-4.07%
-3.60%
0.14%
5.16%
-5.24%
2.66%
-3.00%
-0.67%
11.39%
2015
2.06%
4.37%
4.90%
1.05%
-3.01%
-3.32%
4.34%
-3.47%
-4.32%
3.85%
0.67%
-3.18%
3.27%
-0.73%
2016
-3.69%
-0.51%
3.38%
2.83%
1.89%
-4.66%
4.06%
1.69%
1.75%
2.37%
-1.49%
3.47%
11.18%
9.54%
2017
-0.52%
1.68%
3.20%
1.47%
-0.40%
-0.77%
1.75%
-0.02%
2.13%
2.31%
-1.63%
-0.52%
8.90%
15.21%
2018
2.74%
-1.58%
-2.46%
2.28%
0.96%
0.31%
-0.58%
0.25%
0.41%
-5.73%
-1.13%
-3.75%
-8.30%
-2.81%
2019
3.59%
1.38%
0.44%
2.13%
-2.82%
-0.44%
-0.17%
-2.91%
2.46%
1.85%
3.15%
0.77%
9.58%
28.87%
2020
-2.37%
-4.99%
-12.83%
0.99%
0.71%
0.24%
-0.17%
0.01%
0.01%
0.01%
0.01%
0.01%
-17.65%
16.27%
2021
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.01%
0.12%
27.35%
2022
0.01%
0.01%
0.01%
0.01%
0.01%
13.14%
-1.19%
-0.90%
-2.85%
5.23%
2.85%
0.32%
16.91%
-20.08%
2023
5.12%
1.87%
-2.21%
0.26%
-0.83%
0.50%
2.68%
2.71%
0.48%
-3.85%
3.76%
0.82%
11.52%
24.54%
2024
2.75%
-1.77%
5.11%
-1.09%
2.61%
    
    
    
    
    
    
    
7.68%
9.34%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
10/29/2012376AMS.MC AMADEUS0.78%18.69€62.08€23,342€232.16%11.53%
02/28/2012408BNP.PA BNP Paribas0.96%36.25€70.61€28,809€94.77%14.23%
06/18/20131,674IDR.MC Indra-1.00%10.57€19.77€33,095€86.96%16.35%
06/18/20131,316REP.MC Repsol0.82%17.60€14.77€19,437€-16.09%9.60%
06/18/201397,790Cash   0.00%1.00€1.00€97,790€0.00%48.30%
EUR/USD: 1.07757    GBP/EUR: 1.1600 Portfolio Value: $218,179 202,473€ 100%

 # PerformanceBeata2S&P500
Return:
102.46%
336.51%
Annualized Return:5.73%12.36%
Std (Volatility):14.3516.66
Sharpe:0.120.50
Beta:0.321.00
Jensen Alpha:-0.100.00
Drawdown:33.9633.92



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