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 # Zepazo Portfolio       Currency:EURTop 25: 275
Visit Zepazo
Look
Start:03/28/2012 Day Return:
0.00%
Day Rank:530
Days: 4413 Month Return:
-2.36%
Month Rank:525
Last:2023-05-26 Year Return:
0.00%
Year Rank:241
Visits:4343 All Time Return:
339.00%
All Time Rank:24


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
-0.18%
0.09%
2.15%
0.35%
4.23%
2.45%
-1.12%
-4.97%
-0.08%
-0.77%
1.89%
1.47%
2013
0.57%
3.39%
3.67%
-2.32%
7.34%
-2.68%
1.93%
0.02%
3.96%
6.16%
4.80%
-0.14%
29.52%
29.60%
2014
-4.48%
1.28%
2.93%
-1.08%
3.49%
1.02%
1.57%
7.37%
4.16%
-0.73%
2.52%
0.47%
19.63%
11.39%
2015
2.09%
5.56%
0.15%
1.22%
2.36%
-4.24%
6.82%
-6.71%
0.78%
9.11%
2.68%
-1.27%
18.95%
-0.73%
2016
-3.33%
-1.63%
1.13%
-0.43%
4.60%
-0.90%
3.31%
1.19%
0.86%
1.59%
2.89%
1.72%
11.28%
9.54%
2017
-0.01%
2.82%
0.22%
-0.92%
-0.21%
-1.24%
-0.77%
0.37%
0.33%
5.57%
1.53%
0.07%
7.83%
15.21%
2018
5.08%
0.48%
-2.87%
1.88%
3.62%
0.18%
3.46%
4.49%
1.03%
-5.96%
2.74%
-5.07%
8.65%
-2.81%
2019
3.65%
0.61%
3.06%
3.96%
-2.36%
2.85%
1.89%
-1.49%
1.35%
-0.08%
2.49%
0.68%
17.69%
28.87%
2020
3.30%
-3.03%
-2.43%
6.93%
0.30%
1.94%
3.38%
3.90%
-2.50%
1.14%
0.78%
0.11%
14.19%
16.30%
2021
1.71%
-1.43%
3.04%
2.32%
-1.33%
4.23%
2.75%
-0.51%
-0.52%
2.51%
2.80%
0.16%
16.67%
27.24%
2022
-3.67%
0.55%
6.59%
-4.59%
-3.26%
-3.90%
5.17%
0.87%
-5.01%
1.05%
0.55%
-5.07%
-10.98%
-20.04%
2023
3.10%
-0.51%
2.18%
0.84%
3.99%
1.73%
0.97%
1.73%
-1.05%
1.20%
3.34%
0.60%
19.56%
24.54%
2024
4.53%
3.62%
1.67%
-2.32%
    
    
    
    
    
    
    
    
7.57%
6.04%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022420AMZN Amazon.com-1.65%$124.79$173.67$72,94139.17%15.48%
05/04/2012182BRK-B Berkshire Hathaway Inc-0.29%$81.10$404.76$73,666399.11%15.63%
04/05/201289IBM International Business Machines Corp-8.04%$205.38$169.30$15,068-17.57%3.20%
04/03/2012189MSFT Microsoft Corp-2.45%$31.40$399.04$75,4191170.68%16.01%
04/05/2012194QCOM Qualcomm-0.20%$67.53$163.30$31,680141.80%6.72%
04/05/2012188,651Cash   0.00%1.00€1.00€188,651€0.00%42.96%
EUR/USD: 1.07283    GBP/EUR: 1.1700 Portfolio Value: $471,165 439,179€ 100%

 # PerformanceZepazoS&P500
Return:
339.46%
259.18%
Annualized Return:12.46%10.68%
Std (Volatility):12.0516.57
Sharpe:0.700.40
Beta:0.381.00
Jensen Alpha:0.590.00
Drawdown:15.4133.92



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