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 # Fvera Portfolio       Currency:EURTop 25: 80
Visit Fvera
Look
Start:08/03/2012 Day Return:
0.00%
Day Rank:5
Days: 4525 Month Return:
-2.97%
Month Rank:1166
Last:2024-12-13 Year Return:
0.00%
Year Rank:139
Visits:4972 All Time Return:
243.25%
All Time Rank:95


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
    
4.70%
7.45%
5.49%
1.42%
4.01%
25.19%
2.53%
2013
8.17%
-2.44%
-1.20%
4.55%
2.88%
-8.57%
2.91%
-0.72%
6.51%
6.10%
2.43%
-0.52%
20.62%
29.60%
2014
2.20%
7.11%
-0.42%
-0.50%
1.04%
-1.00%
-5.04%
3.00%
0.52%
-1.34%
5.28%
-1.22%
9.43%
11.39%
2015
5.67%
9.12%
4.09%
-4.99%
0.32%
-2.53%
5.76%
-7.73%
-4.82%
5.94%
3.14%
-3.81%
8.86%
-0.73%
2016
-8.57%
-0.40%
2.82%
1.29%
2.83%
-5.26%
3.63%
5.27%
0.04%
2.10%
1.10%
4.51%
8.75%
9.54%
2017
1.34%
0.68%
1.75%
0.79%
-1.21%
1.01%
0.04%
-0.82%
3.94%
2.44%
1.36%
-0.30%
11.48%
15.21%
2018
-1.86%
-3.66%
-3.54%
1.46%
-4.82%
-0.45%
0.51%
-1.54%
-1.76%
-4.57%
0.30%
-5.75%
-23.10%
-2.81%
2019
3.66%
2.90%
0.58%
5.81%
-5.31%
2.38%
0.85%
-0.17%
3.15%
2.07%
2.49%
-0.49%
18.95%
28.87%
2020
0.37%
-7.19%
-13.89%
3.33%
3.65%
3.24%
4.82%
0.34%
0.25%
-1.36%
0.47%
0.32%
-7.01%
16.27%
2021
0.87%
-0.77%
2.94%
0.23%
0.59%
-0.04%
-0.31%
-0.11%
-1.94%
0.55%
1.26%
1.48%
4.76%
27.35%
2022
-1.43%
-0.95%
-1.28%
-0.03%
1.15%
-3.64%
3.11%
0.08%
-5.12%
7.04%
5.59%
-0.84%
3.06%
-20.08%
2023
8.19%
0.67%
-0.28%
4.34%
0.50%
1.60%
2.04%
3.82%
-1.03%
-0.02%
4.13%
2.72%
29.75%
24.54%
2024
1.51%
1.22%
4.48%
-1.86%
7.75%
-3.19%
13.30%
0.92%
1.48%
1.23%
5.46%
-2.97%
32.09%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/09/20122,819ACA.PA Credit Agricole0.00%6.34€13.00€36,647€105.13%10.68%
06/10/20241,339FRES.L Fresnillo0.10%£5.61£6.38£10,24313.70%2.98%
08/06/2012436HEI.DE Heidelbergcement0.00%64.62€119.60€52,146€85.07%15.19%
07/08/2024241JPM JPMorgan Chase & Co0.06%$211.03$237.70$57,28612.64%16.00%
06/04/202420,570MAP.MC Mapfre0.00%2.25€2.41€49,574€7.27%14.44%
06/25/202490MSFT Microsoft Corp0.04%$441.95$436.97$39,327-1.13%10.98%
08/06/2012100MUV2.DE Münchener Rück-0.06%117.76€493.40€49,340€318.97%14.37%
08/09/2012420PHM Pulte Group Inc0.01%$12.86$110.50$46,410759.28%12.96%
08/09/20128,206Cash   0.00%1.00€1.00€8,206€0.00%2.39%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $358,097 343,248€ 100%

 # PerformanceFveraS&P500
Return:
243.23%
326.52%
Annualized Return:10.22%12.13%
Std (Volatility):32.6516.54
Sharpe:0.190.49
Beta:0.361.00
Jensen Alpha:0.330.00
Drawdown:54.9233.92



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