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 # Tochofinisis Portfolio       Currency:EURTop 25: 83
Visit Tochofinisis
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Start:03/26/2013 Day Return:
0.00%
Day Rank:383
Days: 4282 Month Return:
7.81%
Month Rank:40
Last:2024-12-02 Year Return:
0.00%
Year Rank:54
Visits:2942 All Time Return:
313.79%
All Time Rank:60


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
0.42%
0.24%
1.76%
-4.12%
2.87%
-1.02%
4.71%
2.61%
-0.78%
1.78%
8.53%
18.20%
2014
-1.78%
6.87%
-2.09%
-0.72%
0.92%
4.82%
-2.55%
6.64%
-3.24%
-1.13%
1.73%
-1.64%
7.37%
11.39%
2015
-0.59%
2.74%
-0.12%
4.09%
1.67%
-2.80%
5.23%
-13.39%
-4.70%
9.88%
10.58%
-4.33%
5.94%
-0.73%
2016
-8.35%
-0.50%
2.66%
1.03%
-2.90%
-3.62%
5.29%
0.24%
0.93%
12.86%
0.36%
4.23%
11.32%
9.54%
2017
3.08%
5.77%
2.27%
2.17%
1.38%
-3.34%
-2.57%
2.64%
0.64%
5.40%
-1.55%
-0.89%
15.55%
15.21%
2018
5.39%
2.01%
-7.18%
6.05%
5.38%
3.15%
1.34%
5.56%
0.74%
-5.55%
0.33%
-6.81%
9.48%
-2.81%
2019
4.59%
0.56%
3.91%
1.46%
-6.10%
1.89%
5.88%
-3.99%
3.89%
2.88%
3.11%
3.85%
23.43%
28.87%
2020
9.95%
-3.55%
-9.20%
8.32%
2.70%
1.91%
3.19%
4.27%
-1.05%
0.81%
0.80%
-0.99%
16.96%
15.97%
2021
1.50%
0.65%
2.83%
1.99%
-0.93%
4.17%
3.33%
-0.42%
1.66%
0.47%
1.59%
0.15%
18.24%
27.48%
2022
-4.89%
1.29%
4.65%
-4.80%
-4.12%
-7.15%
6.02%
3.45%
-6.21%
-1.74%
-2.71%
-9.62%
-24.05%
-19.96%
2023
7.16%
1.20%
2.61%
-3.13%
8.26%
3.68%
1.83%
3.75%
-1.22%
-3.48%
3.17%
1.09%
27.10%
24.54%
2024
-1.39%
2.79%
0.58%
1.05%
0.75%
5.44%
5.74%
-2.75%
4.04%
-0.12%
14.41%
7.81%
44.24%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/19/2015246AAPL Apple Inc.0.00%$155.42$248.13$61,04059.65%14.05%
06/06/2022280AMZN Amazon.com-0.01%$124.79$227.43$63,68082.25%14.65%
07/18/2022284GOOG Google Inc-0.01%$109.91$191.39$54,35574.13%12.51%
06/28/2024704INSM Insmed Incorporated-0.01%$64.44$71.59$50,39911.10%11.60%
05/28/2024779JCI Johnson Controls Inc0.00%$70.34$82.61$64,35317.44%14.81%
06/26/202422LRCX Lam Research0.10%$887.95$814.17$17,912-8.31%4.12%
07/01/202461META Meta-0.07%$558.83$620.32$37,84011.00%8.71%
08/31/2022175TSLA Tesla Motors0.16%$207.40$436.19$76,333110.31%17.56%
08/31/20228,269Cash   0.00%1.00€1.00€8,269€0.00%2.00%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $434,597 413,792€ 100%

 # PerformanceTochofinisisS&P500
Return:
313.18%
286.94%
Annualized Return:12.62%12.00%
Std (Volatility):16.1116.80
Sharpe:0.540.48
Beta:0.441.00
Jensen Alpha:0.510.00
Drawdown:26.4933.92



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