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 # 500eypos Portfolio       Currency:EURTop 25: 103
Visit 500eypos
Look
Start:10/09/2012 Day Return:
0.00%
Day Rank:611
Days: 4457 Month Return:
4.95%
Month Rank:98
Last:2024-12-18 Year Return:
0.00%
Year Rank:125
Visits:5149 All Time Return:
363.74%
All Time Rank:39


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
    
    
    
0.41%
-0.55%
1.04%
0.89%
-1.06%
2013
0.37%
0.18%
-3.60%
3.55%
5.28%
-1.57%
2.26%
-0.48%
6.04%
7.46%
2.06%
8.52%
33.60%
29.60%
2014
-4.10%
2.80%
-1.67%
0.18%
2.57%
1.85%
3.07%
4.51%
5.31%
1.78%
5.63%
0.17%
23.94%
11.39%
2015
-0.56%
4.18%
1.15%
-4.95%
3.46%
-5.53%
1.45%
-5.13%
0.68%
8.30%
2.76%
-3.27%
1.54%
-0.73%
2016
-4.89%
-0.62%
1.47%
-1.17%
2.84%
-3.05%
1.79%
3.95%
0.32%
0.91%
2.59%
2.14%
6.07%
9.54%
2017
0.02%
0.91%
2.36%
0.71%
-0.70%
-1.39%
-1.07%
1.11%
1.96%
6.99%
-2.28%
-0.84%
7.73%
15.21%
2018
2.43%
0.91%
-5.72%
3.94%
3.35%
1.34%
-1.98%
2.77%
0.30%
-1.06%
-0.02%
-7.02%
-1.40%
-2.81%
2019
2.34%
6.12%
0.79%
1.67%
-6.35%
6.77%
3.97%
-1.20%
4.04%
4.51%
4.09%
4.03%
34.59%
28.88%
2020
10.52%
-3.31%
-14.04%
7.40%
-0.12%
2.63%
0.50%
4.19%
2.18%
-2.59%
0.02%
-1.45%
3.89%
16.26%
2021
1.88%
2.22%
2.04%
-1.99%
0.25%
2.06%
0.21%
1.19%
0.99%
-0.11%
1.63%
1.53%
12.46%
26.89%
2022
-0.89%
-2.05%
1.69%
0.85%
-0.57%
-7.14%
10.48%
0.47%
-6.10%
2.58%
0.84%
-8.53%
-9.35%
-19.79%
2023
8.19%
3.83%
2.24%
-1.62%
2.54%
3.40%
0.26%
1.46%
-0.57%
-2.66%
7.14%
1.17%
27.86%
24.54%
2024
-2.33%
2.95%
1.11%
-2.70%
0.31%
1.83%
8.64%
-0.38%
4.06%
-0.65%
12.22%
4.95%
33.13%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/29/2017239AAPL Apple Inc.0.06%$168.50$254.59$60,84751.09%12.58%
06/24/20247,199BBVA.MC BBVA0.00%9.57€9.31€67,023€-2.72%14.45%
07/02/2024261GOOG Google Inc0.06%$188.49$192.93$50,3552.36%10.41%
11/11/2013146MSI Motorola Solutions Inc0.09%$65.53$470.13$68,639617.42%14.19%
07/09/2024156ORCL Oracle Corp0.02%$164.21$169.77$26,4843.39%5.47%
03/29/2017200SU.PA SCHNEIDER0.01%67.63€240.45€48,090€255.52%10.37%
07/08/2024536TJX TJX Cos Inc0.01%$112.64$122.01$65,3978.32%13.52%
08/31/2022162TSLA Tesla Motors-0.04%$199.86$420.60$68,137110.45%14.08%
08/31/202222,857Cash   0.00%1.00€1.00€22,857€0.00%4.93%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $483,798 463,736€ 100%

 # Performance500eyposS&P500
Return:
363.77%
311.58%
Annualized Return:13.05%11.98%
Std (Volatility):13.8216.59
Sharpe:0.650.48
Beta:0.471.00
Jensen Alpha:0.530.00
Drawdown:30.3733.92



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