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 # Warren Portfolio       Currency:USDTop 25: 196
Visit Warren
Look
Start:05/01/2013 Day Return:
-0.77%
Day Rank:1024
Days: 4007 Month Return:
-1.98%
Month Rank:781
Last:2024-02-02 Year Return:
0.00%
Year Rank:195
Visits:10193 All Time Return:
22.04%
All Time Rank:657


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
5.51%
0.68%
5.42%
-4.34%
2.55%
0.85%
4.57%
3.67%
20.10%
16.79%
2014
-6.35%
-1.38%
-3.60%
-7.30%
2.68%
-0.72%
-4.33%
3.66%
-7.13%
-8.78%
1.99%
-3.76%
-30.62%
11.39%
2015
-6.16%
10.79%
-8.48%
8.88%
-1.96%
-5.93%
0.94%
-7.69%
-8.17%
3.88%
-7.93%
-5.50%
-26.12%
-0.73%
2016
-9.94%
7.15%
26.22%
-1.23%
0.24%
-7.49%
-8.31%
-3.08%
39.80%
-31.45%
-1.28%
3.75%
-2.69%
9.54%
2017
5.40%
1.86%
1.74%
4.22%
1.90%
2.55%
0.78%
0.48%
0.70%
0.15%
3.38%
0.98%
26.83%
15.21%
2018
7.41%
-5.71%
-0.51%
-0.67%
-3.44%
0.98%
2.29%
0.60%
2.51%
-7.75%
2.67%
-9.07%
-11.34%
-2.81%
2019
8.40%
-1.51%
0.51%
1.39%
-2.20%
3.38%
-0.64%
-3.16%
-1.28%
0.18%
3.21%
2.78%
11.05%
28.88%
2020
5.03%
-6.68%
1.77%
8.89%
13.04%
-1.09%
3.55%
1.42%
-1.88%
1.19%
1.45%
0.17%
28.69%
16.26%
2021
1.83%
-1.89%
-0.97%
1.97%
1.41%
-0.14%
0.73%
4.14%
-0.80%
2.27%
3.09%
0.95%
13.13%
27.35%
2022
-5.90%
-2.74%
1.60%
-1.93%
0.67%
-12.56%
1.48%
5.86%
-1.71%
5.94%
5.88%
-0.27%
-5.17%
-20.08%
2023
1.09%
-4.44%
4.70%
0.46%
-0.37%
6.16%
3.85%
-2.50%
-5.31%
-2.94%
7.55%
4.25%
12.12%
24.54%
2024
1.79%
3.11%
3.60%
-4.21%
    
    
    
    
    
    
    
    
4.15%
5.20%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/13/2023100AAPL Apple Inc.-0.95%$150.87$165.46$16,5469.67%10.43%
03/13/2023150ABNB Airbnb, Inc.-0.59%$114.38$159.15$23,87339.14%15.04%
03/13/2023100AENA.MC Aena-0.46%149.52€173.60€17,360€16.11%11.67%
03/25/201925COST Costco Wholesale Corp-0.91%$237.38$704.75$17,619196.89%11.10%
03/13/202310,000IAG.MC IAG-0.23%1.62€1.98€19,800€22.09%13.31%
03/13/20231,000MEL.MC Meliá Hotels International, S.A.-0.62%5.93€7.16€7,160€20.78%4.81%
02/02/202416META Meta-2.44%$462.29$489.57$7,8335.90%4.94%
03/26/202038NFLX Netflix Inc-7.53%$353.69$564.58$21,45459.63%13.52%
03/26/2020200PFE Pfizer Inc0.96%$31.41$25.64$5,128-18.36%3.23%
03/26/202017,762Cash   0.00%1.00€1.00€17,762€0.00%11.94%
EUR/USD: 1.06694    GBP/EUR: 1.1700 Portfolio Value: $158,690 148,734€ 100%

 # PerformanceWarrenS&P500
Return:
20.60%
216.44%
Annualized Return:1.68%10.77%
Std (Volatility):22.4316.95
Sharpe:-0.100.40
Beta:0.331.00
Jensen Alpha:-0.460.00
Drawdown:57.5333.92



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