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 # Fio1986 Portfolio       Currency:EURTop 25: 450
Visit Fio1986
Look
Start:03/19/2012 Day Return:
0.00%
Day Rank:708
Days: 4422 Month Return:
-1.87%
Month Rank:446
Last:2024-04-15 Year Return:
0.00%
Year Rank:461
Visits:2222 All Time Return:
135.27%
All Time Rank:193


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
-2.55%
-2.52%
-5.52%
2.80%
4.14%
4.97%
1.68%
-2.46%
1.80%
0.07%
1.92%
1.17%
2013
1.98%
0.77%
0.22%
0.53%
3.55%
-3.08%
5.44%
-1.30%
4.64%
8.45%
1.86%
0.28%
25.32%
29.60%
2014
-1.86%
2.86%
-0.04%
-0.65%
2.57%
0.85%
-1.56%
1.22%
0.16%
-0.83%
3.12%
-1.99%
3.72%
11.39%
2015
7.30%
5.12%
1.51%
0.89%
-1.21%
-1.35%
5.11%
-4.03%
-1.63%
7.67%
2.85%
-2.99%
20.01%
-0.73%
2016
-5.68%
-2.18%
2.20%
2.06%
2.11%
-2.72%
3.08%
0.15%
1.82%
-0.14%
-0.94%
2.12%
1.51%
9.54%
2017
0.51%
1.83%
1.55%
1.09%
0.59%
-1.77%
-1.02%
0.43%
0.86%
2.89%
0.55%
-0.17%
7.52%
15.21%
2018
3.29%
-0.12%
-1.31%
3.06%
0.10%
0.19%
1.73%
2.49%
-1.35%
-3.87%
1.55%
-2.87%
2.63%
-2.81%
2019
4.42%
-0.42%
0.75%
2.65%
-2.44%
1.45%
1.20%
-0.55%
1.11%
0.56%
1.05%
-0.03%
10.03%
28.87%
2020
1.21%
-3.51%
-3.38%
4.70%
1.04%
1.23%
2.22%
0.90%
-1.12%
0.29%
-0.85%
0.56%
3.05%
16.30%
2021
0.19%
-1.11%
0.57%
1.32%
-1.30%
1.88%
1.30%
-1.76%
0.83%
-0.54%
1.86%
-1.23%
1.95%
27.12%
2022
-2.73%
0.89%
2.46%
-3.74%
-2.39%
2.63%
1.20%
2.93%
-3.02%
0.83%
0.25%
-2.50%
-3.47%
-19.96%
2023
4.29%
-0.57%
1.10%
0.68%
2.33%
1.09%
1.24%
0.29%
-0.70%
-0.93%
3.14%
1.36%
14.02%
24.54%
2024
1.54%
2.86%
1.20%
-1.86%
    
    
    
    
    
    
    
    
3.72%
5.36%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022213AMZN Amazon.com-1.65%$124.79$173.67$36,99239.17%14.66%
03/22/2012200BMW.DE BMW-1.41%68.76€105.05€21,010€52.77%8.93%
03/23/20121,000FER.MC Ferrovial-1.86%9.01€33.70€33,700€274.02%14.32%
03/22/2012500REP.MC Repsol-0.03%20.22€15.01€7,505€-25.77%3.19%
03/20/2012200TEF.MC Telefónica0.78%13.16€4.15€830€-68.47%0.35%
03/20/2012137,727Cash   0.00%1.00€1.00€137,727€0.00%58.54%
EUR/USD: 1.07223    GBP/EUR: 1.1700 Portfolio Value: $252,265 235,272€ 100%

 # PerformanceFio1986S&P500
Return:
135.04%
255.81%
Annualized Return:7.01%10.59%
Std (Volatility):8.9716.54
Sharpe:0.340.40
Beta:0.261.00
Jensen Alpha:0.130.00
Drawdown:14.3133.92



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