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  BolsiaCoins 1125 Bolsiacoins  $8C7V9pYq0vps5A
 # Morgoth Portfolio       Currency:EURTop 25: 271
Visit Morgoth
Look
Start:02/17/2012 Day Return:
0.00%
Day Rank:414
Days: 4545 Month Return:
-1.12%
Month Rank:507
Last:2024-07-09 Year Return:
0.00%
Year Rank:285
Visits:6923 All Time Return:
595.03%
All Time Rank:5


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
-3.87%
5.83%
-2.37%
-2.27%
2.98%
4.30%
5.37%
2.00%
-9.25%
3.24%
-0.87%
4.07%
4.77%
2013
-4.26%
4.04%
-0.19%
-2.62%
4.80%
1.26%
5.34%
-1.42%
16.85%
13.68%
5.16%
0.24%
49.37%
29.60%
2014
-3.73%
3.21%
-3.24%
-1.95%
4.89%
-1.32%
1.71%
4.82%
6.11%
-1.49%
2.70%
-1.90%
9.53%
11.39%
2015
5.71%
2.15%
0.47%
-5.33%
6.69%
-3.37%
5.81%
-6.91%
-0.49%
10.50%
6.12%
-4.23%
16.56%
-0.73%
2016
-3.00%
-4.04%
0.05%
1.64%
3.56%
-0.54%
6.16%
0.35%
1.50%
2.37%
0.95%
4.15%
13.46%
9.54%
2017
5.45%
5.87%
4.00%
2.79%
2.05%
-5.51%
-3.02%
2.75%
1.84%
9.11%
-1.96%
-0.13%
24.78%
15.21%
2018
5.89%
1.55%
-6.53%
3.38%
8.16%
1.83%
0.46%
5.09%
-1.67%
-6.10%
-0.49%
-6.28%
4.04%
-2.81%
2019
5.16%
1.61%
2.54%
5.66%
-8.12%
5.81%
7.01%
-2.50%
4.00%
3.55%
5.01%
5.63%
40.27%
28.87%
2020
10.29%
-2.79%
-11.55%
12.01%
0.98%
5.26%
3.61%
6.62%
-0.77%
1.50%
-0.35%
-0.39%
24.69%
16.27%
2021
1.89%
0.58%
2.93%
0.81%
-1.51%
4.77%
2.73%
-0.47%
1.34%
2.25%
1.69%
-0.65%
17.45%
27.29%
2022
-4.83%
0.07%
5.43%
-3.76%
-2.79%
-9.76%
12.20%
1.19%
-7.65%
-2.50%
0.18%
-12.01%
-23.60%
-20.05%
2023
11.96%
2.55%
4.45%
-2.73%
8.43%
3.87%
0.27%
1.17%
-1.80%
-2.38%
5.09%
1.49%
36.25%
24.54%
2024
-1.08%
3.00%
0.81%
0.03%
0.49%
8.78%
-1.12%
    
    
    
    
    
11.05%
14.68%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
02/16/2017527AAPL Apple Inc.-0.01%$166.80$218.12$114,94930.77%15.23%
06/06/2022630AMZN Amazon.com0.02%$139.27$182.55$115,00731.07%15.24%
07/09/2024844ENR.DE Siemens Energy AG0.00%27.32€25.31€21,362€-7.36%3.07%
07/18/2022604GOOG Google Inc0.00%$140.39$168.69$101,88920.16%13.50%
05/28/202464LRCX Lam Research-0.11%$944.61$895.04$57,283-5.25%7.59%
02/27/2017261MSFT Microsoft Corp0.07%$64.27$425.49$111,053562.03%14.72%
08/31/2022509TSLA Tesla Motors-0.01%$213.94$219.96$111,9602.81%14.84%
03/11/2015451TXN Texas Instruments Inc0.02%$57.48$201.99$91,097251.44%12.07%
03/11/201525,871Cash   0.00%1.00€1.00€25,871€0.00%3.72%
EUR/USD: 1.08558    GBP/EUR: 1.1800 Portfolio Value: $754,512 695,031€ 100%

 # PerformanceMorgothS&P500
Return:
594.22%
301.07%
Annualized Return:16.43%11.52%
Std (Volatility):17.0116.54
Sharpe:0.730.45
Beta:0.511.00
Jensen Alpha:0.860.00
Drawdown:28.9433.92



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