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 # Jcasielles Portfolio       Currency:EURTop 25: 634
Visit Jcasielles
Look
Start:01/02/2014 Day Return:
0.07%
Day Rank:520
Days: 3766 Month Return:
-0.59%
Month Rank:469
Last:2024-04-04 Year Return:
0.00%
Year Rank:575
Visits:2098 All Time Return:
96.38%
All Time Rank:372


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
2.33%
0.89%
-3.87%
0.16%
3.35%
0.97%
1.64%
4.80%
-0.30%
1.33%
-0.74%
0.57%
11.43%
12.39%
2015
5.53%
3.36%
0.38%
-0.88%
2.68%
-0.79%
3.62%
-4.27%
-1.04%
4.87%
1.85%
-2.54%
12.96%
-0.73%
2016
-5.59%
-0.46%
0.73%
0.29%
3.57%
-1.32%
1.20%
0.05%
1.81%
-0.08%
2.46%
1.10%
3.51%
9.54%
2017
-0.43%
1.39%
0.15%
-0.82%
-1.96%
0.44%
0.13%
0.81%
0.56%
1.20%
-0.21%
-0.13%
1.08%
15.21%
2018
3.81%
-0.82%
-1.32%
2.17%
3.36%
1.28%
2.54%
1.87%
0.81%
-5.77%
2.79%
-5.49%
4.76%
-2.81%
2019
5.05%
0.97%
1.97%
1.30%
-2.82%
1.87%
1.29%
-0.83%
0.87%
0.12%
1.43%
0.00%
11.60%
28.88%
2020
0.70%
-1.83%
-1.74%
7.01%
0.39%
0.21%
2.03%
0.02%
-1.02%
0.63%
-1.50%
0.00%
4.72%
16.29%
2021
0.89%
-0.85%
2.34%
2.08%
-2.21%
3.05%
2.31%
-2.40%
1.79%
-0.59%
2.90%
0.37%
9.88%
26.85%
2022
-4.37%
0.77%
5.32%
-1.97%
-3.57%
-2.68%
3.03%
4.68%
-2.69%
4.67%
-0.13%
-3.90%
-1.57%
-19.79%
2023
1.43%
-0.01%
0.06%
0.98%
1.35%
1.26%
-0.50%
2.51%
-1.57%
0.55%
1.30%
0.48%
8.06%
24.54%
2024
-0.34%
3.28%
1.85%
-0.58%
    
    
    
    
    
    
    
    
4.22%
6.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022182AMZN Amazon.com1.30%$124.79$179.54$32,67643.87%15.57%
01/03/201416BIIB Biogen Idec Inc-0.48%$275.79$193.18$3,091-29.95%1.47%
01/03/201471FMC FMC Corp0.69%$74.74$58.65$4,164-21.53%1.98%
01/03/201461GILD Gilead Sciences Inc0.12%$73.03$67.03$4,089-8.22%1.95%
01/03/2014141OKE Oneok Inc0.55%$62.08$80.35$11,32929.44%5.40%
01/07/201429ORLY O`Reilly Automotive Inc0.08%$132.99$1092.35$31,678721.36%15.09%
01/03/201451WDC Western Digital Corp4.28%$85.87$69.92$3,566-18.58%1.70%
01/03/2014111,616Cash   0.00%1.00€1.00€111,616€0.00%56.83%
EUR/USD: 1.06861    GBP/EUR: 1.1600 Portfolio Value: $209,868 196,393€ 100%

 # PerformanceJcasiellesS&P500
Return:
96.38%
176.78%
Annualized Return:6.64%10.18%
Std (Volatility):8.8917.42
Sharpe:0.300.35
Beta:0.231.00
Jensen Alpha:0.120.00
Drawdown:12.8933.92



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