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 # Zapato Portfolio       Currency:EURTop 25: 125
Visit Zapato
Look
Start:01/02/2014 Day Return:
0.00%
Day Rank:994
Days: 4007 Month Return:
-7.24%
Month Rank:1506
Last:2024-08-05 Year Return:
0.00%
Year Rank:122
Visits:3755 All Time Return:
336.17%
All Time Rank:50


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-2.33%
0.72%
4.34%
-4.32%
3.69%
3.33%
1.57%
6.33%
4.45%
3.15%
3.15%
5.29%
32.99%
12.39%
2015
0.57%
8.18%
5.34%
-3.32%
4.60%
-0.45%
2.21%
-6.91%
-1.54%
3.25%
3.94%
-3.01%
12.50%
-0.73%
2016
-5.68%
-0.95%
1.25%
2.15%
2.47%
-1.03%
2.07%
2.27%
-1.74%
4.29%
12.67%
3.54%
22.27%
9.54%
2017
-0.89%
5.44%
-3.32%
-0.65%
-3.64%
2.89%
-0.71%
-0.74%
3.25%
4.40%
1.37%
0.19%
7.35%
15.21%
2018
3.27%
-0.12%
-3.77%
1.59%
2.02%
-0.79%
3.93%
2.02%
-2.30%
-1.46%
2.51%
-9.50%
-3.35%
-2.81%
2019
7.58%
0.28%
-0.49%
4.39%
-4.25%
2.81%
4.42%
-3.83%
1.54%
3.11%
5.09%
1.47%
23.68%
28.88%
2020
-0.28%
-7.26%
-11.42%
9.38%
0.65%
-2.05%
0.12%
2.26%
-2.64%
0.60%
6.66%
0.44%
-5.11%
16.29%
2021
0.38%
6.12%
6.71%
1.67%
3.00%
1.75%
1.27%
3.00%
-0.75%
6.90%
-1.40%
1.69%
34.43%
26.85%
2022
-2.58%
-1.44%
3.65%
-0.91%
-1.54%
-2.43%
8.10%
-0.93%
-5.40%
7.69%
2.00%
-7.13%
-2.09%
-19.79%
2023
2.73%
-0.44%
-5.80%
1.77%
0.30%
1.50%
3.71%
1.01%
0.91%
-2.03%
5.11%
2.86%
11.77%
24.54%
2024
1.91%
0.76%
3.62%
-1.46%
2.27%
1.65%
11.25%
1.43%
-3.02%
4.56%
15.12%
-7.24%
33.19%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/02/2014851BAC Bank of America Corp0.01%$23.97$44.16$37,58084.21%8.26%
01/02/2014136BRK-B Berkshire Hathaway Inc0.04%$196.57$453.86$61,725130.89%13.56%
01/02/2014122GS Goldman Sachs0.11%$280.24$566.21$69,078102.05%15.18%
01/02/2014278JPM JPMorgan Chase & Co0.06%$102.53$237.70$66,081131.83%14.52%
01/02/2014137MCO Moody`s Corp0.04%$106.79$466.15$63,863336.52%14.03%
01/02/2014570MS Morgan Stanley0.02%$69.76$123.44$70,36176.94%15.46%
01/02/2014100MTB M&T Bank Corp0.05%$115.51$189.32$18,93263.90%4.16%
01/14/2014107UNH UnitedHealth Group Inc0.11%$145.36$500.47$53,550244.29%11.77%
01/14/201413,295Cash   0.00%1.00€1.00€13,295€0.00%3.05%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $455,039 436,170€ 100%

 # PerformanceZapatoS&P500
Return:
336.50%
223.85%
Annualized Return:14.21%11.17%
Std (Volatility):19.3817.23
Sharpe:0.530.42
Beta:0.441.00
Jensen Alpha:0.710.00
Drawdown:30.4433.92



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