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 # RalphNelson Portfolio       Currency:USDTop 25: 23
Visit RalphNelson
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Start:05/17/2015 Day Return:
-0.48%
Day Rank:987
Days: 3265 Month Return:
2.35%
Month Rank:13
Last:2024-04-05 Year Return:
0.00%
Year Rank:123
Visits:9957 All Time Return:
224.04%
All Time Rank:55


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2015
    
    
    
    
-1.72%
0.49%
-1.09%
-1.01%
-5.34%
6.02%
-2.85%
-8.49%
-13.72%
-3.71%
2016
-6.07%
21.26%
27.22%
-1.47%
-2.81%
-3.91%
3.52%
0.58%
0.25%
-3.27%
-2.75%
14.28%
49.64%
9.54%
2017
-0.94%
-2.81%
6.00%
6.29%
1.61%
-0.70%
3.05%
6.43%
-4.10%
1.86%
2.30%
8.05%
29.60%
15.21%
2018
-2.09%
-18.59%
9.62%
15.26%
19.87%
7.49%
0.47%
-6.69%
-1.84%
-5.04%
0.97%
-3.03%
11.02%
-2.81%
2019
11.22%
-3.57%
-0.52%
3.60%
-9.39%
-2.08%
0.74%
-7.81%
4.80%
-0.41%
-3.69%
13.07%
3.51%
28.87%
2020
-12.99%
-7.17%
-8.49%
15.36%
2.11%
0.60%
4.34%
3.46%
-2.30%
6.51%
5.10%
2.77%
6.27%
15.97%
2021
1.25%
9.84%
0.78%
1.17%
-0.16%
1.37%
-1.52%
0.18%
-2.62%
-2.72%
-0.28%
-2.14%
4.67%
27.22%
2022
-4.12%
4.99%
4.35%
-0.46%
-0.48%
13.36%
11.95%
5.82%
-10.65%
18.15%
9.25%
-4.47%
53.96%
-19.79%
2023
8.85%
-4.09%
-2.99%
-1.30%
-5.54%
-0.32%
2.03%
-6.50%
-4.26%
-4.99%
2.15%
9.99%
-8.26%
24.54%
2024
1.13%
1.76%
2.93%
1.20%
    
    
    
    
    
    
    
    
7.20%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/11/20241,100FCX Freeport-McMoRan Copper & Gold Inc-1.33%$40.11$48.95$53,84522.03%14.54%
04/03/20248,000FRES.L Fresnillo-2.90%£5.13£5.70£52,89611.21%15.24%
03/19/20241,200NEM Newmont Mining Corp-3.95%$33.68$37.48$44,97611.30%12.15%
03/19/2024201,603Cash   0.00%1.00€1.00€201,603€0.00%58.08%
EUR/USD: 1.06672    GBP/EUR: 1.1600 Portfolio Value: $370,300 347,139€ 100%

 # PerformanceRalphNelsonS&P500
Return:
223.84%
136.05%
Annualized Return:13.65%9.80%
Std (Volatility):21.8818.00
Sharpe:0.440.32
Beta:0.341.00
Jensen Alpha:0.770.00
Drawdown:38.4533.92



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