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 # Albert Portfolio       Currency:EURTop 25: 191
Visit Albert
Look
Start:11/03/2012 Day Return:
0.00%
Day Rank:66
Days: 4627 Month Return:
-0.50%
Month Rank:1788
Last:2025-06-27 Year Return:
0.00%
Year Rank:493
Visits:5000 All Time Return:
285.95%
All Time Rank:69


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
    
    
    
    
1.09%
-0.97%
0.11%
0.85%
2013
0.32%
6.95%
6.03%
-2.64%
4.39%
-0.21%
2.37%
-0.40%
-2.49%
2.33%
3.51%
2.10%
24.05%
29.60%
2014
-3.59%
6.01%
-1.53%
-0.72%
1.67%
1.55%
2.30%
3.72%
1.21%
4.73%
3.36%
3.65%
24.29%
11.39%
2015
3.09%
5.99%
4.15%
-2.08%
3.75%
-0.98%
4.31%
-2.82%
0.96%
6.81%
-0.35%
-1.56%
22.76%
-0.73%
2016
-2.25%
-0.55%
0.55%
-1.73%
1.85%
-0.95%
3.79%
-1.46%
0.85%
1.37%
0.62%
0.16%
2.12%
9.54%
2017
-0.40%
1.82%
1.26%
-0.91%
0.25%
-2.02%
-1.24%
-1.82%
1.65%
-0.83%
0.84%
-0.15%
-1.62%
15.21%
2018
-0.20%
-3.49%
-0.59%
2.98%
3.17%
0.62%
3.38%
1.88%
0.96%
-3.66%
1.01%
-2.51%
3.26%
-2.81%
2019
1.40%
3.24%
2.20%
2.57%
-2.28%
2.54%
0.12%
-0.55%
1.02%
3.04%
1.48%
-1.02%
14.47%
28.87%
2020
-1.16%
-5.48%
-8.02%
6.97%
1.55%
1.59%
2.49%
0.80%
-0.66%
0.96%
1.17%
0.52%
-0.07%
16.27%
2021
0.20%
2.09%
3.39%
1.13%
-1.17%
1.41%
0.78%
-1.37%
1.27%
1.48%
0.85%
3.44%
14.23%
26.89%
2022
-2.20%
2.71%
1.24%
0.61%
-2.56%
-11.33%
5.05%
-0.42%
-0.98%
4.56%
1.63%
-3.60%
-6.20%
-19.79%
2023
2.38%
0.66%
-0.65%
1.47%
0.47%
1.81%
0.25%
1.34%
-1.16%
0.00%
5.49%
-0.23%
12.31%
24.54%
2024
3.53%
1.50%
1.42%
-2.72%
-2.40%
5.37%
1.98%
4.94%
3.60%
-1.42%
7.80%
3.17%
29.61%
23.59%
2025
6.65%
3.47%
-6.00%
-1.15%
5.39%
2.35%
-0.52%
    
    
    
    
    
10.02%
6.76%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/27/202447AMZN Amazon.com1.59%$199.01$223.29$10,49512.20%2.31%
11/05/2012302EXPE Expedia Inc3.20%$86.98$176.38$53,267102.77%11.73%
06/11/20241,008FER.MC Ferrovial0.71%36.74€45.18€45,541€22.97%11.80%
06/13/202491META Meta0.76%$505.69$718.60$65,39342.10%14.40%
11/05/201242ORLY O`Reilly Automotive Inc-2.15%$87.92$1347.64$56,6011432.83%12.47%
11/05/2012214SAP.DE SAP2.02%56.69€257.60€55,126€354.43%14.29%
06/05/20244,409SN.L Smith & Nephew plc0.41%£10.40£11.10£56,7456.69%14.71%
06/17/2024144,114TIT.MI Telecom Italia2.12%0.23€0.41€59,087€80.08%15.31%
06/17/202411,485Cash   0.00%1.00€1.00€11,485€0.00%2.98%
EUR/USD: 1.17674    GBP/EUR: 1.1600 Portfolio Value: $454,033 385,840€ 100%

 # PerformanceAlbertS&P500
Return:
285.84%
344.19%
Annualized Return:11.00%12.21%
Std (Volatility):10.6316.79
Sharpe:0.660.49
Beta:0.271.00
Jensen Alpha:0.480.00
Drawdown:19.1333.92



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