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 # Guoldan Portfolio       Currency:EURTop 25: 152
Visit Guoldan
Look
Start:06/25/2014 Day Return:
0.80%
Day Rank:113
Days: 3383 Month Return:
-1.36%
Month Rank:2377
Last:2023-06-30 Year Return:
0.00%
Year Rank:520
Visits:910 All Time Return:
19.25%
All Time Rank:1451


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
    
    
    
    
0.02%
0.15%
0.15%
0.15%
0.18%
0.19%
0.15%
1.00%
5.07%
2015
0.10%
0.10%
0.09%
0.10%
0.08%
0.07%
0.09%
0.07%
0.06%
0.10%
0.09%
0.09%
1.05%
-0.73%
2016
0.09%
0.09%
0.09%
0.09%
0.09%
0.08%
0.09%
0.09%
0.09%
0.09%
0.10%
0.08%
1.08%
9.54%
2017
0.09%
0.08%
0.09%
0.09%
0.09%
0.09%
0.09%
0.09%
0.09%
0.09%
0.10%
0.09%
1.08%
15.21%
2018
0.11%
0.10%
0.09%
0.12%
0.12%
0.09%
1.41%
-1.12%
-2.48%
-3.24%
1.40%
-3.39%
-6.73%
-2.81%
2019
7.57%
-1.29%
-2.53%
0.45%
-3.94%
3.27%
0.43%
-3.31%
3.27%
0.28%
2.46%
-1.85%
4.30%
28.88%
2020
-4.16%
-1.74%
-11.71%
3.50%
1.26%
-0.05%
-2.30%
0.16%
-0.80%
0.45%
1.83%
0.13%
-13.41%
16.29%
2021
-0.46%
0.88%
2.26%
-0.82%
1.22%
-0.04%
0.32%
1.70%
-0.86%
2.50%
-0.30%
0.75%
7.32%
26.85%
2022
-0.43%
-0.87%
-0.35%
-1.73%
0.54%
11.71%
2.41%
2.91%
-4.18%
4.66%
0.45%
-0.57%
14.59%
-19.79%
2023
4.98%
3.37%
-1.81%
-1.84%
-2.19%
4.62%
1.23%
3.30%
-1.01%
    
    
    
10.78%
12.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/09/2018442ATI Allegheny Technologies Inc2.53%$26.11$42.38$18,73262.31%14.83%
07/09/2018338BK Bank of New York Mellon Corp-The1.36%$53.87$42.74$14,446-20.66%11.44%
07/09/2018466PRY.MI Prysmian2.94%20.02€37.47€17,461€87.14%14.59%
07/09/20181,986TEF.MC Telefónica0.08%7.77€3.87€7,686€-50.17%6.42%
07/09/201863,092Cash   0.00%1.00€1.00€63,092€0.00%52.72%
EUR/USD: 1.05545    GBP/EUR: 1.1600 Portfolio Value: $126,310 119,674€ 100%

 # PerformanceGuoldanS&P500
Return:
19.67%
119.97%
Annualized Return:1.89%8.56%
Std (Volatility):9.0717.83
Sharpe:-0.230.26
Beta:0.161.00
Jensen Alpha:-0.280.00
Drawdown:23.8633.92



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