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 # Lodesima Portfolio       Currency:EURTop 25: 652
Visit Lodesima
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Start:09/20/2013 Day Return:
0.06%
Day Rank:841
Days: 3869 Month Return:
-1.46%
Month Rank:631
Last:2023-11-13 Year Return:
0.00%
Year Rank:938
Visits:2184 All Time Return:
89.85%
All Time Rank:400


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
    
    
    
    
-1.25%
3.35%
3.47%
2.03%
7.74%
8.10%
2014
-3.37%
4.04%
0.22%
0.32%
5.98%
0.24%
-4.09%
1.56%
2.13%
-0.98%
3.99%
0.36%
10.40%
11.39%
2015
7.93%
3.80%
2.17%
-4.62%
1.22%
-2.73%
2.42%
-5.32%
-1.52%
7.49%
5.20%
-5.04%
10.21%
-0.73%
2016
-4.55%
-2.61%
2.82%
0.03%
0.94%
-2.19%
4.09%
1.37%
-1.16%
1.33%
-0.35%
4.69%
4.05%
9.54%
2017
0.46%
0.95%
4.69%
0.67%
1.35%
-2.61%
-0.17%
0.65%
2.23%
3.21%
0.65%
-0.05%
12.51%
15.21%
2018
-2.56%
-2.00%
-1.21%
3.13%
1.50%
-1.24%
2.84%
-2.72%
-1.12%
-3.32%
2.68%
-4.16%
-8.22%
-2.81%
2019
4.36%
3.49%
-1.37%
3.75%
-2.38%
2.01%
1.21%
0.88%
-0.26%
0.01%
1.03%
-0.19%
13.03%
28.88%
2020
-0.15%
-3.74%
-11.50%
7.06%
0.64%
1.81%
0.75%
1.06%
0.57%
0.66%
0.41%
-0.73%
-4.14%
16.29%
2021
0.34%
1.02%
0.26%
0.07%
1.10%
1.46%
0.36%
1.84%
-0.04%
0.93%
0.78%
1.43%
9.98%
27.23%
2022
-2.78%
-0.92%
0.61%
-0.20%
0.47%
1.53%
3.89%
0.92%
-2.90%
3.41%
5.92%
-4.17%
5.42%
-20.03%
2023
2.78%
1.63%
3.57%
-1.55%
-0.39%
0.58%
1.82%
-1.45%
-2.05%
-1.57%
4.33%
1.01%
8.79%
24.54%
2024
-1.51%
0.65%
0.99%
-1.35%
    
    
    
    
    
    
    
    
-1.24%
6.39%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/23/2013250ACS.MC ACS0.31%23.64€38.58€9,645€63.22%5.07%
09/23/2013152BAYN.DE BAYER-0.29%87.64€27.24€4,140€-68.92%2.18%
09/23/2013500DGE.L Diageo-1.07%£20.39£28.27£16,39738.62%8.63%
09/23/2013500EOAN.DE EON0.56%13.41€12.55€6,275€-6.42%3.30%
09/23/2013776IFX.DE Infineon Technology0.12%7.67€29.84€23,156€288.88%12.18%
09/20/201399MSI Motorola Solutions Inc0.87%$60.59$348.24$34,476474.79%16.96%
09/23/2013500SAN.MC Santander1.84%5.97€4.75€2,375€-20.40%1.25%
09/23/2013500TEF.MC Telefónica1.29%11.35€4.15€2,075€-63.43%1.09%
09/23/201393,772Cash   0.00%1.00€1.00€93,772€0.00%49.34%
EUR/USD: 1.06955    GBP/EUR: 1.1600 Portfolio Value: $203,288 190,069€ 100%

 # PerformanceLodesimaS&P500
Return:
90.13%
196.20%
Annualized Return:6.12%10.55%
Std (Volatility):12.7717.21
Sharpe:0.170.38
Beta:0.311.00
Jensen Alpha:0.010.00
Drawdown:23.233.92



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