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 # Toni811 Portfolio       Currency:EURTop 25: 566
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Start:02/03/2014 Day Return:
-0.40%
Day Rank:911
Days: 3729 Month Return:
-1.56%
Month Rank:670
Last:2024-03-08 Year Return:
0.00%
Year Rank:523
Visits:1447 All Time Return:
20.44%
All Time Rank:881


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
0.73%
1.03%
-3.15%
-0.93%
-0.48%
-3.53%
0.26%
-1.00%
-3.82%
1.16%
-0.79%
-10.17%
18.20%
2015
5.85%
4.99%
4.31%
-3.01%
-2.11%
-3.40%
-3.67%
-17.01%
-8.17%
8.41%
3.77%
-3.05%
-14.88%
-0.73%
2016
-12.69%
-0.12%
6.00%
-0.49%
2.57%
-7.98%
5.54%
-0.40%
-1.09%
3.10%
3.86%
6.74%
3.17%
9.54%
2017
1.82%
1.58%
2.50%
2.50%
-2.63%
-2.00%
2.59%
-0.55%
2.30%
2.52%
-0.02%
-0.48%
10.40%
15.21%
2018
3.24%
-2.28%
-0.21%
0.70%
0.58%
0.56%
0.71%
-0.79%
-0.36%
-1.08%
0.60%
-2.77%
-1.23%
-2.81%
2019
3.49%
1.01%
-0.88%
4.55%
-4.02%
2.95%
2.76%
-0.89%
3.80%
2.25%
3.50%
-0.32%
19.37%
28.88%
2020
-0.20%
-3.90%
-9.75%
6.21%
0.64%
2.02%
1.07%
0.17%
-0.51%
-0.01%
0.96%
-0.77%
-4.75%
16.26%
2021
0.53%
0.66%
0.93%
0.01%
0.08%
1.01%
0.71%
0.02%
0.05%
0.59%
0.60%
0.51%
5.84%
27.27%
2022
-0.17%
-0.35%
0.77%
0.22%
-1.86%
4.19%
4.02%
-2.47%
-4.19%
1.80%
4.42%
-3.20%
2.75%
-20.03%
2023
5.10%
-0.48%
-1.09%
-0.89%
2.20%
0.49%
0.56%
-0.14%
-2.15%
-1.23%
3.10%
2.85%
8.38%
24.54%
2024
3.92%
1.90%
0.23%
-1.65%
    
    
    
    
    
    
    
    
4.39%
5.38%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/23/201520ASML.AS ASML Holding-1.37%102.35€828.80€16,576€709.79%13.78%
03/23/201563AVB AvalonBay Communities Inc1.01%$179.71$183.87$11,5842.31%9.02%
04/04/2014539AZM.MI Azimut Holding-0.83%25.93€23.96€12,914€-7.61%10.73%
02/18/201470VOW3.DE Volkswagen-0.53%200.87€121.30€8,491€-39.61%7.06%
02/18/201471,493Cash   0.00%1.00€1.00€71,493€0.00%59.41%
EUR/USD: 1.06688    GBP/EUR: 1.1700 Portfolio Value: $128,380 120,332€ 100%

 # PerformanceToni811S&P500
Return:
20.33%
188.02%
Annualized Return:1.77%10.53%
Std (Volatility):12.8417.31
Sharpe:-0.170.38
Beta:0.331.00
Jensen Alpha:-0.440.00
Drawdown:44.9733.92



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