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 # Fnorth Portfolio       Currency:EURTop 25: 456
Visit Fnorth
Look
Start:04/01/2013 Day Return:
0.00%
Day Rank:464
Days: 4284 Month Return:
-3.57%
Month Rank:1253
Last:2024-11-19 Year Return:
0.00%
Year Rank:460
Visits:3290 All Time Return:
140.68%
All Time Rank:224


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
0.46%
1.65%
-0.75%
2.41%
-0.41%
0.33%
5.94%
2.34%
0.07%
12.52%
18.32%
2014
-3.27%
3.37%
-0.81%
2.35%
3.07%
1.04%
-1.74%
5.59%
-0.06%
3.09%
1.27%
4.20%
19.24%
11.39%
2015
3.80%
5.94%
3.35%
-2.45%
2.11%
-1.95%
2.17%
-5.85%
-1.20%
8.04%
2.79%
-4.05%
12.41%
-0.73%
2016
-2.07%
-0.49%
0.92%
0.02%
2.64%
3.60%
1.08%
1.71%
-3.55%
2.27%
2.84%
3.86%
13.28%
9.54%
2017
-2.59%
2.29%
-1.05%
-1.28%
-0.41%
-2.76%
-1.97%
-2.05%
2.47%
3.80%
0.31%
0.39%
-3.05%
15.21%
2018
-0.13%
-3.69%
-3.34%
1.48%
1.77%
1.24%
2.34%
0.33%
0.63%
-3.68%
0.53%
-5.82%
-8.41%
-2.81%
2019
3.35%
3.39%
3.33%
-0.51%
-1.65%
2.89%
2.70%
-2.12%
2.09%
-2.58%
1.50%
-1.27%
11.35%
28.87%
2020
-0.84%
-5.61%
-5.52%
5.13%
0.57%
-1.61%
-0.68%
0.75%
-0.60%
1.68%
3.16%
-3.02%
-6.92%
15.97%
2021
0.31%
-0.22%
5.77%
0.17%
0.71%
0.64%
1.62%
2.40%
0.66%
2.61%
3.72%
2.26%
22.51%
27.59%
2022
-3.54%
0.25%
3.65%
2.70%
-4.64%
0.91%
5.83%
0.25%
-3.54%
6.20%
1.24%
-4.51%
4.09%
-20.03%
2023
-0.76%
0.97%
-2.91%
1.12%
-1.33%
-0.29%
1.69%
0.86%
1.05%
-0.98%
0.64%
1.88%
1.84%
24.54%
2024
1.20%
1.63%
3.39%
-0.41%
1.30%
-3.47%
11.77%
2.98%
1.64%
-4.39%
5.50%
-3.57%
17.85%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/12/2013514AIG American International Group Inc0.02%$46.85$72.71$37,37355.19%14.88%
06/26/2024407BBY Best Buy Co Inc0.02%$82.95$85.55$34,8193.13%13.87%
04/11/201343COST Costco Wholesale Corp0.05%$105.85$953.88$41,017801.14%16.34%
06/11/2024196FSLR First Solar Inc0.08%$253.42$182.44$35,758-28.01%14.24%
08/02/2021192GE General Electric Co0.04%$157.19$168.42$32,2527.15%12.85%
06/28/2024102MTX.DE MTU Aero Engines AG0.01%258.76€321.60€32,803€24.29%13.63%
08/13/2024840SBMO.AS SBM Offshore0.00%16.38€16.76€14,078€2.31%5.85%
11/18/2024161SGO.PA Saint Gobain0.01%89.34€85.24€13,724€-4.59%5.70%
11/18/20246,366Cash   0.00%1.00€1.00€6,366€0.00%2.65%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $251,088 240,676€ 100%

 # PerformanceFnorthS&P500
Return:
140.68%
279.78%
Annualized Return:7.61%11.79%
Std (Volatility):11.8216.79
Sharpe:0.310.46
Beta:0.271.00
Jensen Alpha:0.150.00
Drawdown:16.2333.92



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