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 # Masbolsa Portfolio       Currency:EURTop 25: 290
Visit Masbolsa
Look
Start:02/01/2012 Day Return:
0.60%
Day Rank:136
Days: 4467 Month Return:
-2.51%
Month Rank:882
Last:2023-01-20 Year Return:
0.00%
Year Rank:275
Visits:3016 All Time Return:
186.80%
All Time Rank:113


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
2.14%
5.18%
2.04%
-0.77%
0.65%
7.79%
1.24%
2.42%
-6.12%
5.55%
-1.13%
19.89%
7.71%
2013
1.59%
-1.02%
-0.68%
2.84%
3.15%
-3.88%
2.39%
-0.49%
7.67%
8.25%
1.63%
3.55%
27.26%
29.60%
2014
-1.75%
2.63%
0.06%
-0.18%
3.67%
0.55%
-1.10%
2.19%
3.13%
1.51%
4.72%
-0.87%
15.30%
11.39%
2015
-0.08%
8.18%
3.16%
0.76%
0.73%
-1.78%
3.83%
-8.44%
-7.69%
4.96%
1.36%
-5.97%
-2.40%
-0.73%
2016
-8.79%
-1.89%
3.88%
1.54%
-1.13%
-8.27%
-0.02%
-0.54%
-0.69%
1.81%
-0.52%
3.53%
-11.37%
9.54%
2017
2.47%
0.25%
3.20%
2.53%
0.35%
0.88%
-1.97%
0.40%
0.78%
-0.35%
-1.61%
-0.39%
6.58%
15.21%
2018
2.67%
-0.98%
-3.99%
0.57%
-1.04%
0.84%
0.01%
-1.50%
0.32%
1.73%
0.58%
-0.85%
-1.79%
-2.81%
2019
-0.64%
-0.72%
-0.42%
-1.59%
-2.39%
1.74%
0.73%
-1.99%
1.93%
2.77%
0.74%
4.01%
4.03%
28.88%
2020
7.52%
1.48%
-8.31%
7.35%
2.27%
-0.33%
0.58%
8.71%
-0.01%
0.42%
4.42%
-0.95%
24.31%
16.26%
2021
0.25%
3.63%
6.05%
0.95%
-0.27%
3.41%
3.06%
-2.60%
-1.89%
3.71%
-1.27%
2.13%
18.12%
26.89%
2022
-4.32%
-0.24%
1.74%
0.23%
-1.51%
-6.54%
11.08%
-3.27%
-10.60%
7.12%
-1.73%
-9.06%
-17.60%
-19.79%
2023
9.57%
2.93%
0.17%
-2.82%
3.42%
7.90%
1.25%
2.57%
-2.46%
-2.53%
8.18%
1.01%
32.19%
24.54%
2024
2.11%
4.69%
3.88%
-2.11%
    
    
    
    
    
    
    
    
8.70%
6.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/06/2020200AXP American Express Co0.08%$81.51$239.15$47,830193.39%15.53%
04/06/2020100DIS Walt Disney Co-The0.03%$97.76$113.75$11,37516.36%3.69%
04/06/2020140FDX FedEx Corp-1.22%$116.33$268.38$37,573130.70%12.20%
04/06/2020100JNJ Johnson & Johnson-1.37%$137.10$147.51$14,7517.60%4.79%
04/06/2020195MMM 3M Co-0.30%$138.08$92.72$18,080-32.85%5.87%
04/07/2020100MSFT Microsoft Corp0.43%$163.67$409.34$40,934150.10%13.29%
04/09/202060NFLX Netflix Inc-2.63%$371.23$562.58$33,75551.54%10.96%
01/07/20134,404SAN.MC Santander0.43%6.03€4.77€21,007€-20.88%7.29%
08/31/2022111TSLA Tesla Motors13.21%$275.61$163.84$18,186-40.55%5.90%
04/06/2020155V Visa Inc1.93%$158.99$279.40$43,30775.73%14.06%
04/06/202018,495Cash   0.00%1.00€1.00€18,495€0.00%6.42%
EUR/USD: 1.06972    GBP/EUR: 1.1600 Portfolio Value: $308,048 287,971€ 100%

 # PerformanceMasbolsaS&P500
Return:
188.05%
282.95%
Annualized Return:8.75%11.23%
Std (Volatility):14.8116.54
Sharpe:0.320.44
Beta:0.331.00
Jensen Alpha:0.240.00
Drawdown:33.3133.92



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