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 # Sercueco Portfolio       Currency:EURTop 25: 118
Visit Sercueco
Look
Start:03/07/2013 Day Return:
-0.70%
Day Rank:1068
Days: 4317 Month Return:
-0.79%
Month Rank:833
Last:2024-07-12 Year Return:
0.00%
Year Rank:138
Visits:3493 All Time Return:
224.73%
All Time Rank:119


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
2.11%
-2.42%
4.72%
-0.62%
3.56%
-1.13%
1.56%
6.55%
3.96%
0.33%
19.84%
19.69%
2014
-3.65%
2.70%
2.03%
-2.96%
2.22%
2.70%
-2.81%
5.34%
1.38%
-0.49%
3.06%
-2.17%
7.11%
11.39%
2015
6.70%
9.48%
4.18%
-5.35%
1.17%
-1.47%
6.32%
-5.41%
-1.90%
7.96%
3.20%
-1.87%
23.87%
-0.73%
2016
-1.34%
0.28%
-1.20%
-2.39%
0.40%
0.66%
1.05%
-1.24%
-0.73%
1.08%
-1.29%
2.78%
-2.05%
9.54%
2017
1.31%
5.03%
-1.08%
0.63%
0.87%
-1.26%
-0.05%
-0.53%
0.31%
3.92%
1.03%
0.68%
11.21%
15.21%
2018
-0.68%
-2.14%
-1.79%
2.40%
4.08%
-2.34%
3.04%
0.81%
-0.37%
-3.40%
0.02%
-5.40%
-6.02%
-2.81%
2019
3.52%
2.40%
1.16%
5.22%
-2.43%
4.51%
2.91%
0.52%
0.24%
-0.06%
4.22%
0.35%
24.68%
28.87%
2020
0.81%
-4.59%
-7.77%
7.25%
3.43%
-1.96%
4.17%
10.69%
-3.19%
2.67%
2.72%
-0.35%
13.19%
15.97%
2021
-0.10%
0.39%
3.32%
2.00%
-1.42%
3.97%
0.78%
1.50%
0.26%
1.30%
-0.52%
-2.26%
9.44%
27.48%
2022
-2.66%
0.61%
3.73%
0.20%
-2.40%
-17.01%
10.16%
-4.19%
-3.93%
3.49%
1.38%
-5.99%
-17.54%
-19.96%
2023
5.62%
1.37%
4.73%
0.09%
2.23%
1.12%
2.84%
-0.92%
-2.40%
-3.18%
3.53%
2.10%
18.09%
24.54%
2024
2.33%
5.65%
1.78%
-3.40%
7.72%
0.04%
3.00%
2.49%
3.12%
-2.18%
9.62%
-1.11%
32.22%
24.30%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/21/2015195AAPL Apple Inc.0.00%$152.59$252.50$49,23865.48%14.64%
03/22/2013100BRK-B Berkshire Hathaway Inc-0.01%$102.22$453.59$45,359343.75%13.49%
06/28/202440COST Costco Wholesale Corp-0.06%$859.28$925.06$37,0027.66%11.01%
09/30/2013165FSLR First Solar Inc-0.05%$39.98$177.38$29,268343.65%8.70%
09/21/2015130HD Home Depot Inc-0.01%$251.49$390.01$50,70155.08%15.08%
06/24/20241,762HPE Hewlett Packard Enterprise0.00%$20.91$21.47$37,8302.66%11.25%
07/05/202488JPM JPMorgan Chase & Co0.01%$205.91$240.04$21,12416.57%6.28%
07/18/202291META Meta0.06%$180.50$594.21$54,073229.20%16.08%
07/18/202211,191Cash   0.00%1.00€1.00€11,191€0.00%3.46%
EUR/USD: 1.03872    GBP/EUR: 1.2000 Portfolio Value: $336,219 323,686€ 100%

 # PerformanceSercuecoS&P500
Return:
223.67%
283.20%
Annualized Return:10.31%11.87%
Std (Volatility):30.5216.77
Sharpe:0.210.47
Beta:0.391.00
Jensen Alpha:0.320.00
Drawdown:45.4433.92



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