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 # HAMFRY Portfolio       Currency:EURTop 25: 86
Visit HAMFRY
Look
Start:01/21/2012 Day Return:
0.00%
Day Rank:558
Days: 4473 Month Return:
-0.98%
Month Rank:453
Last:2024-03-20 Year Return:
0.00%
Year Rank:147
Visits:2545 All Time Return:
70.27%
All Time Rank:525


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
-4.83%
-1.37%
-4.00%
-10.29%
-9.48%
4.44%
1.77%
3.27%
0.51%
3.18%
-0.52%
4.19%
-13.67%
8.42%
2013
6.58%
2.39%
-4.14%
0.60%
2.26%
-8.81%
8.55%
0.21%
7.94%
7.50%
3.11%
2.70%
31.18%
29.60%
2014
0.75%
1.29%
0.35%
-1.03%
1.61%
1.14%
-0.03%
2.40%
1.63%
-3.44%
-0.38%
-2.59%
1.52%
11.39%
2015
-4.67%
8.81%
1.90%
0.48%
0.99%
-2.50%
-1.20%
-6.19%
-7.26%
4.85%
0.94%
-6.39%
-10.94%
-0.73%
2016
-6.92%
-0.25%
2.12%
2.50%
-0.72%
-5.20%
5.63%
1.79%
-0.98%
7.63%
4.67%
4.47%
14.61%
9.54%
2017
0.08%
2.65%
2.58%
0.92%
-1.47%
0.51%
1.81%
-0.90%
1.33%
0.39%
-0.62%
1.54%
9.08%
15.21%
2018
2.60%
-2.92%
-4.34%
0.03%
-0.83%
-1.60%
2.18%
-2.15%
0.84%
-4.65%
-0.45%
-6.28%
-16.58%
-2.81%
2019
5.22%
-0.44%
-1.11%
1.40%
-3.73%
2.05%
-0.21%
-3.79%
4.23%
1.78%
1.80%
1.18%
8.27%
28.88%
2020
-2.05%
-4.76%
-9.24%
2.24%
0.77%
1.65%
1.24%
0.70%
0.32%
2.02%
2.85%
0.76%
-4.10%
16.26%
2021
1.42%
6.77%
3.26%
-1.01%
2.02%
-0.93%
-0.32%
1.90%
-1.04%
1.52%
-1.33%
0.74%
13.47%
26.94%
2022
-2.50%
-0.86%
3.82%
0.06%
-0.05%
1.99%
2.24%
0.94%
-2.06%
7.89%
3.11%
-1.94%
12.84%
-19.82%
2023
3.61%
1.08%
-4.72%
-1.24%
-0.66%
3.30%
2.57%
0.93%
0.70%
-3.77%
4.64%
2.13%
8.43%
24.54%
2024
2.40%
2.80%
6.09%
-1.02%
    
    
    
    
    
    
    
    
10.55%
5.22%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/03/20132,130BBVA.MC BBVA2.59%7.43€10.22€21,769€37.57%12.79%
05/06/20134,123CABK.MC Caixabank1.47%2.81€4.69€19,337€66.97%11.36%
04/19/201280CAT Caterpillar Inc-0.99%$109.17$356.32$28,506226.38%15.73%
11/28/2013126CBK.DE Commerzbank1.87%10.79€13.04€1,643€20.80%0.97%
04/19/201261GS Goldman Sachs1.89%$115.10$404.36$24,666251.32%13.61%
04/19/201277,523Cash   0.00%1.00€1.00€77,523€0.00%45.55%
EUR/USD: 1.06483    GBP/EUR: 1.1700 Portfolio Value: $181,240 170,206€ 100%

 # PerformanceHAMFRYS&P500
Return:
70.20%
280.84%
Annualized Return:4.37%11.36%
Std (Volatility):13.8416.59
Sharpe:0.030.44
Beta:0.381.00
Jensen Alpha:-0.240.00
Drawdown:29.6333.92



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