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 # RalphNelson Portfolio       Currency:USDTop 25: 139
Visit RalphNelson
Look
Start:05/17/2015 Day Return:
0.00%
Day Rank:1959
Days: 3907 Month Return:
1.61%
Month Rank:1535
Last:2025-11-13 Year Return:
0.00%
Year Rank:1535
Visits:11453 All Time Return:
506.40%
All Time Rank:27


 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%
2.29%
8.66%
-9.44%
26.04%
0.95%
12.45%
-6.19%
6.88%
-5.51%
44.53%
23.59%
2025
7.81%
3.72%
-9.25%
-5.67%
7.56%
5.70%
5.01%
4.48%
6.49%
0.36%
3.49%
2.73%
35.64%
16.77%
2026
2.39%
    
    
    
    
    
    
    
    
    
    
    
2.39%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
02/25/2025320ADI Analog Devices Inc-0.95%$237.21$305.60$97,79228.83%14.10%
11/13/2025430AZN.L AstraZeneca0.15%£135.00£135.70£67,1040.52%11.45%
05/06/2024534BABA Alibaba Group Holding Limited-2.24%$77.71$173.24$92,510122.94%13.34%
01/22/2025180CEG Constellation Energy Corp0.56%$334.61$289.06$52,031-13.61%7.50%
10/18/2024380EXPE Expedia Inc-3.05%$158.25$271.14$103,03371.33%14.86%
02/25/2025959HAS Hasbro Inc-0.08%$67.75$88.65$85,01530.85%12.26%
12/02/2024375MMM 3M Co1.28%$133.73$162.68$61,00521.65%8.80%
12/02/2024862TPR Tapestry, Inc.0.39%$64.36$130.02$112,077102.03%16.16%
12/02/20248,906Cash   0.00%1.00€1.00€8,906€0.00%1.52%
EUR/USD: 1.18289    GBP/EUR: 1.1500 Portfolio Value: $693,375 586,170€ 100%

 # PerformanceRalphNelsonS&P500
Return:
506.40%
-100.00%
Annualized Return:17.90%-100.00%
Std (Volatility):24.2634.94
Sharpe:0.57-2.98
Beta:0.101.00
Jensen Alpha:2.430.00
Drawdown:38.4533.92



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