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 # Vikisofi Portfolio       Currency:EURTop 25: 165
Visit Vikisofi
Look
Start:04/19/2012 Day Return:
-0.04%
Day Rank:221
Days: 4635 Month Return:
6.00%
Month Rank:162
Last:2024-10-04 Year Return:
0.00%
Year Rank:220
Visits:6602 All Time Return:
252.54%
All Time Rank:96


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
-1.40%
-6.47%
4.40%
2.90%
-1.25%
0.95%
0.81%
1.69%
3.67%
4.96%
3.58%
2013
4.20%
2.58%
0.86%
5.85%
-0.17%
-4.18%
10.07%
-1.94%
2.30%
5.09%
3.30%
1.75%
33.13%
29.60%
2014
2.72%
4.44%
-3.77%
-1.18%
5.71%
1.94%
-2.67%
4.27%
0.52%
-1.84%
1.55%
-0.27%
11.50%
11.39%
2015
8.26%
6.28%
3.36%
2.54%
3.02%
0.85%
8.39%
-6.61%
-0.64%
7.78%
1.34%
-4.55%
32.88%
-0.73%
2016
-2.61%
-3.04%
1.34%
2.11%
0.89%
-2.67%
2.05%
0.92%
1.07%
1.61%
0.09%
2.17%
3.77%
9.54%
2017
1.15%
2.37%
2.20%
1.23%
-1.75%
-1.48%
0.21%
-1.02%
-1.36%
1.76%
-0.50%
0.15%
2.88%
15.21%
2018
0.38%
-1.93%
-3.95%
3.73%
1.72%
1.15%
3.48%
-2.76%
-0.65%
-0.78%
-0.29%
-3.67%
-3.86%
-2.81%
2019
4.10%
1.79%
0.95%
7.08%
-2.02%
2.30%
2.52%
-0.16%
-0.71%
-0.20%
4.47%
-1.07%
20.35%
28.88%
2020
0.43%
-5.13%
-9.65%
5.24%
3.94%
-2.63%
1.40%
4.52%
-2.51%
0.51%
2.54%
1.24%
-1.16%
16.26%
2021
-1.34%
2.36%
2.26%
-0.05%
1.12%
1.72%
1.84%
-0.09%
-0.90%
-2.11%
-0.06%
0.38%
5.11%
27.35%
2022
-2.95%
3.58%
-0.52%
-0.34%
-1.17%
-0.95%
2.97%
-10.39%
-5.47%
-0.46%
0.87%
-2.64%
-16.82%
-20.08%
2023
5.62%
1.60%
1.98%
2.54%
0.98%
0.48%
2.62%
0.70%
0.07%
-0.10%
3.57%
1.18%
23.24%
24.54%
2024
4.22%
4.98%
2.52%
-3.73%
1.19%
1.78%
2.47%
0.43%
3.70%
0.02%
3.24%
5.96%
29.87%
26.85%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/25/202455AMZN Amazon.com0.02%$182.83$228.90$12,59025.20%3.43%
06/11/20244,865BBVA.MC BBVA0.00%9.35€9.27€45,099€-0.89%12.80%
07/15/20245,413BPE.MI Banca Pop Emilia Romagna0.00%5.22€5.97€32,316€14.45%9.17%
01/18/20131,310FER.MC Ferrovial0.00%11.74€40.54€53,107€245.25%15.07%
06/28/2024275GOOG Google Inc0.01%$180.27$197.63$54,3489.63%14.83%
06/18/2024548HEN3.DE HENKEL0.00%82.63€83.68€45,857€1.27%13.01%
07/18/202294META Meta0.05%$180.50$607.99$57,151236.84%15.59%
06/12/20242,167T AT&T Inc0.00%$17.75$22.95$49,73329.28%13.57%
06/12/20248,930Cash   0.00%1.00€1.00€8,930€0.00%2.53%
EUR/USD: 1.04016    GBP/EUR: 1.2000 Portfolio Value: $366,572 352,419€ 100%

 # PerformanceVikisofiS&P500
Return:
253.74%
338.58%
Annualized Return:10.26%12.11%
Std (Volatility):11.7916.54
Sharpe:0.530.49
Beta:0.331.00
Jensen Alpha:0.360.00
Drawdown:22.133.92



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