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 # Zorton Portfolio       Currency:EURTop 25: 854
Visit Zorton
Look
Start:05/16/2012 Day Return:
0.17%
Day Rank:810
Days: 4361 Month Return:
-2.39%
Month Rank:855
Last:2022-08-15 Year Return:
0.00%
Year Rank:829
Visits:2485 All Time Return:
106.86%
All Time Rank:309


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
1.62%
1.42%
1.70%
6.20%
-0.46%
0.48%
1.10%
-2.34%
9.92%
7.65%
2013
1.98%
1.61%
-0.23%
2.60%
1.23%
-6.63%
4.28%
1.29%
5.34%
1.84%
2.56%
2.10%
18.96%
29.60%
2014
-4.80%
2.91%
-0.55%
-0.99%
2.55%
-0.03%
-1.02%
5.23%
0.81%
-0.65%
1.76%
3.28%
8.43%
11.39%
2015
3.47%
5.36%
-0.62%
-1.24%
0.92%
-2.51%
1.93%
-4.05%
-0.69%
4.55%
3.84%
-4.20%
6.36%
-0.73%
2016
-4.00%
-0.38%
1.68%
-0.54%
2.08%
-0.93%
8.43%
1.84%
-2.45%
0.90%
0.96%
2.14%
9.62%
9.54%
2017
-0.09%
1.85%
0.92%
1.15%
-1.08%
-0.52%
-0.47%
0.27%
2.68%
1.31%
0.83%
0.67%
7.73%
15.21%
2018
0.20%
-1.68%
-1.63%
1.29%
-0.36%
0.48%
-0.46%
0.17%
0.12%
-2.44%
0.49%
-2.19%
-5.93%
-2.81%
2019
2.02%
0.99%
1.40%
1.22%
-2.26%
2.05%
1.05%
0.78%
1.43%
0.43%
-0.08%
-0.47%
8.82%
28.88%
2020
0.64%
-2.90%
-3.91%
3.63%
1.96%
0.55%
1.16%
0.95%
-0.46%
-0.51%
-0.32%
-0.80%
-0.25%
16.26%
2021
0.56%
-0.42%
2.62%
1.49%
-0.84%
0.28%
1.18%
-0.55%
1.16%
2.06%
2.29%
0.29%
10.51%
26.94%
2022
-2.45%
-2.82%
0.10%
0.15%
0.09%
-0.98%
2.77%
-0.46%
-2.35%
2.71%
1.30%
-1.50%
-3.57%
-19.82%
2023
1.64%
-0.14%
0.15%
0.21%
-0.75%
1.70%
1.31%
0.82%
-0.71%
-0.97%
1.88%
1.25%
6.52%
24.54%
2024
0.63%
1.49%
1.15%
-2.40%
    
    
    
    
    
    
    
    
0.82%
6.52%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/16/20121,000BBVA.MC BBVA2.21%4.99€10.66€10,660€113.41%5.15%
05/16/2012500DPW.DE DEUTSCHE POST1.21%13.33€44.73€22,365€235.44%10.81%
05/16/201299HD Home Depot Inc0.86%$48.93$339.00$33,561592.84%15.16%
05/16/2012100INTC Intel Corp-0.38%$26.91$34.28$3,42827.38%1.55%
06/08/2012500TEF.MC Telefónica1.22%9.70€4.14€2,070€-57.31%1.00%
06/08/2012137,171Cash   0.00%1.00€1.00€137,171€0.00%66.32%
EUR/USD: 1.07030    GBP/EUR: 1.1600 Portfolio Value: $221,365 206,825€ 100%

 # PerformanceZortonS&P500
Return:
108.10%
282.77%
Annualized Return:6.22%11.68%
Std (Volatility):8.0416.65
Sharpe:0.280.46
Beta:0.201.00
Jensen Alpha:0.070.00
Drawdown:13.2933.92



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