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 # Julibetis91 Portfolio       Currency:EURTop 25: 658
Visit Julibetis91
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Start:10/28/2013 Day Return:
-0.13%
Day Rank:1336
Days: 4082 Month Return:
0.26%
Month Rank:640
Last:2024-12-27 Year Return:
0.00%
Year Rank:966
Visits:3350 All Time Return:
189.69%
All Time Rank:168


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
    
    
    
    
    
    
    
0.58%
0.17%
0.05%
0.80%
4.89%
2014
-4.73%
0.49%
-0.49%
0.08%
3.01%
1.97%
-3.50%
2.10%
-0.50%
0.71%
6.30%
-1.98%
3.03%
11.39%
2015
9.92%
5.28%
2.42%
0.51%
1.26%
-2.63%
8.21%
-7.08%
0.36%
8.69%
2.01%
-3.51%
26.81%
-0.73%
2016
-3.58%
-1.69%
1.24%
0.82%
5.88%
-1.71%
2.83%
0.49%
0.74%
0.60%
1.19%
3.72%
10.67%
9.54%
2017
1.29%
1.59%
2.63%
2.39%
2.37%
-2.75%
-0.75%
0.36%
1.31%
5.07%
-0.22%
-5.33%
7.82%
15.21%
2018
2.87%
-0.52%
3.61%
5.67%
2.83%
0.92%
1.18%
1.08%
0.19%
-6.85%
1.23%
-3.22%
8.73%
-2.81%
2019
5.03%
1.43%
4.29%
2.56%
-2.05%
3.50%
-0.85%
-0.77%
1.24%
1.08%
1.43%
0.66%
18.75%
28.87%
2020
-0.07%
-3.17%
-2.26%
6.04%
1.53%
3.04%
3.16%
0.80%
-1.39%
0.09%
-0.86%
1.22%
8.06%
16.27%
2021
0.38%
-1.18%
0.80%
1.78%
-1.39%
1.93%
1.15%
-1.46%
0.34%
0.09%
1.95%
-1.66%
2.67%
26.89%
2022
-2.21%
0.66%
2.14%
-3.27%
-1.77%
7.25%
3.64%
2.75%
-3.57%
-0.68%
3.10%
-4.69%
2.68%
-19.79%
2023
7.42%
-1.36%
2.37%
2.26%
0.48%
1.44%
0.84%
0.80%
-2.38%
-0.21%
3.22%
1.66%
17.48%
24.54%
2024
1.30%
3.40%
-0.02%
-1.16%
-0.19%
0.06%
2.76%
-1.45%
0.76%
-3.37%
4.74%
0.07%
6.84%
25.45%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022205AMZN Amazon.com-0.02%$124.79$223.89$45,89779.41%15.23%
06/14/202440ASML.AS ASML Holding-0.11%972.70€673.70€26,948€-30.74%9.30%
10/28/2013304EA Electronic Arts Inc0.00%$96.63$148.12$45,02853.28%14.94%
07/03/2024855FRE.DE FRESENIUS0.00%29.98€33.48€28,625€11.68%9.88%
10/29/201348MC.PA LVMH-0.01%140.34€631.70€30,322€350.12%10.47%
06/26/2024107MTX.DE MTU Aero Engines AG0.01%236.82€321.40€34,390€35.72%11.87%
10/29/201392OR.PA L'OREAL-0.03%129.32€340.15€31,294€163.02%10.80%
06/24/202410,499TEF.MC Telefónica0.00%4.01€3.94€41,366€-1.85%14.28%
06/24/20249,352Cash   0.00%1.00€1.00€9,352€0.00%3.23%
EUR/USD: 1.04043    GBP/EUR: 1.2100 Portfolio Value: $301,401 289,689€ 100%

 # PerformanceJulibetis91S&P500
Return:
190.09%
238.93%
Annualized Return:9.74%11.24%
Std (Volatility):10.9716.96
Sharpe:0.520.43
Beta:0.311.00
Jensen Alpha:0.350.00
Drawdown:15.4833.92



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