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 # Trus Portfolio       Currency:USDTop 25: 269
Visit Trus
Look
Start:04/28/2013 Day Return:
0.00%
Day Rank:580
Days: 4249 Month Return:
2.29%
Month Rank:527
Last:2024-11-22 Year Return:
0.00%
Year Rank:336
Visits:3652 All Time Return:
239.01%
All Time Rank:57


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
0.64%
-2.01%
0.08%
5.21%
0.11%
5.35%
0.60%
-0.24%
2.04%
12.17%
16.82%
2014
-1.13%
8.31%
0.76%
2.77%
-0.47%
1.26%
-3.62%
0.53%
0.24%
-0.77%
1.41%
-1.07%
8.07%
11.39%
2015
-1.44%
4.21%
-1.06%
1.53%
0.91%
-2.97%
2.91%
-5.58%
-3.38%
10.11%
-2.67%
0.63%
2.28%
-0.73%
2016
-7.33%
0.64%
6.30%
1.38%
-0.20%
-0.80%
7.62%
-0.89%
0.66%
-1.34%
-1.86%
2.07%
5.58%
9.54%
2017
1.29%
4.83%
2.03%
1.30%
4.53%
0.47%
2.76%
3.02%
-0.40%
3.20%
4.01%
1.05%
31.81%
15.21%
2018
6.45%
-2.99%
-3.83%
-1.62%
1.54%
-0.43%
4.49%
2.55%
1.78%
-8.95%
0.82%
-2.61%
-3.68%
-2.81%
2019
4.49%
2.88%
2.60%
1.85%
-2.79%
5.09%
-0.20%
-2.71%
-0.80%
3.31%
3.12%
2.25%
20.39%
28.87%
2020
1.17%
-4.33%
-6.77%
7.43%
3.23%
0.10%
9.15%
5.47%
-3.95%
1.18%
5.13%
1.00%
19.00%
16.30%
2021
3.98%
0.80%
-0.95%
3.71%
1.08%
0.36%
2.88%
2.53%
0.24%
2.46%
-0.87%
1.79%
19.38%
26.85%
2022
-6.58%
0.10%
4.90%
-6.59%
-1.54%
-12.00%
4.74%
-2.48%
-5.99%
3.38%
8.25%
-3.43%
-17.62%
-19.79%
2023
9.64%
-4.89%
3.85%
3.14%
-0.25%
4.87%
2.98%
-1.74%
-6.36%
-1.88%
8.78%
4.04%
22.92%
24.54%
2024
3.16%
3.20%
2.35%
-3.21%
5.69%
-0.37%
1.31%
2.73%
0.22%
-2.64%
2.82%
1.56%
17.79%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/14/2014520ABT Abbott Laboratories-0.01%$55.83$113.38$58,958103.06%13.46%
07/16/2024228AMAT Applied Materials Inc0.00%$219.59$169.35$38,612-22.88%8.82%
09/18/2014135BRK-B Berkshire Hathaway Inc-0.03%$140.44$457.87$61,812226.03%14.11%
07/18/2022366GOOG Google Inc-0.01%$109.91$191.39$70,04974.13%15.99%
12/11/2018104MC.PA LVMH-0.04%461.24€638.10€66,362€38.34%15.91%
08/01/201874NFLX Netflix Inc0.01%$339.56$918.74$67,987170.57%15.52%
04/20/2015323QCOM Qualcomm0.00%$121.82$158.54$51,20830.15%11.69%
04/20/201518,720Cash   0.00%1.00€1.00€18,720€0.00%4.49%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $437,986 417,018€ 100%

 # PerformanceTrusS&P500
Return:
239.01%
282.42%
Annualized Return:10.79%11.92%
Std (Volatility):63.4616.81
Sharpe:0.110.47
Beta:0.401.00
Jensen Alpha:0.360.00
Drawdown:72.8533.92



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