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  BolsiaCoins 950 Bolsiacoins  $yCCbEHVDD22nsw
 # California Portfolio       Currency:EURTop 25: 1072
Visit California
Look
Start:11/12/2011 Day Return:
0.00%
Day Rank:353
Days: 4790 Month Return:
-6.03%
Month Rank:1468
Last:2024-11-08 Year Return:
0.00%
Year Rank:1170
Visits:5778 All Time Return:
170.16%
All Time Rank:185


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2011
    
    
    
    
    
    
    
    
    
    
1.12%
3.51%
4.67%
-0.49%
2012
4.26%
-0.16%
0.09%
0.90%
0.30%
0.55%
4.86%
-0.14%
0.11%
-2.97%
1.02%
0.03%
8.96%
13.41%
2013
5.16%
2.53%
4.73%
-0.96%
4.00%
-0.37%
3.26%
0.12%
0.59%
3.27%
2.80%
0.78%
28.90%
29.60%
2014
-0.89%
3.53%
2.30%
0.15%
2.62%
3.99%
0.02%
4.01%
1.21%
1.19%
0.22%
2.41%
22.71%
11.39%
2015
2.69%
5.80%
2.81%
-3.46%
0.36%
-3.14%
0.72%
-6.00%
-2.03%
6.42%
4.44%
-4.64%
3.04%
-0.73%
2016
-2.23%
3.62%
1.56%
2.38%
2.66%
0.95%
2.18%
0.34%
-0.97%
1.71%
7.74%
1.96%
23.85%
9.54%
2017
-1.23%
3.00%
-1.92%
-1.12%
-1.79%
-0.07%
-3.99%
-1.59%
5.47%
2.54%
0.83%
0.95%
0.70%
15.21%
2018
1.38%
-3.49%
-2.96%
0.03%
1.20%
-0.96%
2.40%
0.04%
-0.01%
-3.25%
2.53%
-8.27%
-11.28%
-2.81%
2019
5.30%
3.07%
-0.06%
0.82%
-5.67%
3.07%
2.08%
-3.96%
3.85%
1.06%
3.67%
1.40%
14.99%
28.87%
2020
-1.68%
-6.44%
-10.35%
7.48%
0.50%
-0.48%
0.39%
2.54%
-2.17%
1.76%
2.40%
-1.95%
-8.78%
16.27%
2021
2.09%
2.53%
5.43%
1.28%
0.41%
-1.18%
1.02%
-0.51%
-1.46%
2.86%
1.70%
1.10%
16.17%
26.94%
2022
0.73%
-2.40%
0.14%
0.79%
-0.26%
-0.27%
6.17%
-2.01%
-4.25%
10.08%
0.06%
-4.01%
3.95%
-19.82%
2023
-0.09%
-0.50%
-6.16%
-0.59%
-4.27%
4.73%
2.92%
5.84%
-1.12%
-3.13%
1.46%
2.50%
0.88%
24.54%
2024
1.28%
0.37%
2.90%
-3.10%
-1.87%
-1.47%
8.34%
-1.66%
-0.54%
-2.25%
7.75%
-6.03%
2.78%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/14/2011325GPC Genuine Parts Co0.01%$91.10$115.81$37,63827.12%13.35%
06/06/20242,428IDR.MC Indra0.00%19.35€16.43€39,892€-15.09%14.77%
06/28/2024385INSM Insmed Incorporated0.02%$64.17$70.47$27,1319.82%9.63%
11/14/2011174ITW Illinois Tool Works Inc0.01%$46.99$258.81$45,033450.83%15.98%
06/28/2024334ITX.MC Inditex0.01%46.14€50.08€16,727€8.54%6.19%
11/14/2011257JNJ Johnson & Johnson0.01%$83.18$144.44$37,12173.64%13.17%
11/14/20112,384KEY KeyCorp0.00%$10.78$17.11$40,79058.79%14.47%
06/28/2024316MU Micron Technology Inc0.05%$132.32$90.12$28,478-31.89%10.10%
06/28/20246,318Cash   0.00%1.00€1.00€6,318€0.00%2.34%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $281,851 270,164€ 100%

 # PerformanceCaliforniaS&P500
Return:
170.16%
369.42%
Annualized Return:7.71%12.25%
Std (Volatility):13.0516.48
Sharpe:0.280.50
Beta:0.431.00
Jensen Alpha:0.020.00
Drawdown:22.1733.92



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