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 # Enriq Portfolio       Currency:EURTop 25: 199
Visit Enriq
Look
Start:01/20/2014 Day Return:
0.00%
Day Rank:906
Days: 3990 Month Return:
0.61%
Month Rank:519
Last:2024-07-18 Year Return:
0.00%
Year Rank:191
Visits:3033 All Time Return:
188.08%
All Time Rank:165


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
-5.34%
1.45%
-1.72%
-1.47%
2.12%
0.54%
-4.07%
1.77%
1.99%
-0.49%
5.17%
-3.56%
-4.05%
11.98%
2015
7.47%
4.98%
3.27%
-0.79%
0.54%
-2.16%
7.64%
-4.99%
0.42%
7.84%
4.61%
-2.11%
28.97%
-0.73%
2016
-3.29%
-0.98%
1.94%
2.26%
2.03%
2.42%
4.40%
0.26%
0.79%
-0.72%
-1.17%
3.34%
11.59%
9.54%
2017
0.79%
3.60%
2.53%
1.66%
-0.15%
-2.78%
1.26%
-0.55%
1.24%
2.26%
1.51%
-0.30%
11.48%
15.21%
2018
2.58%
-0.16%
-0.55%
3.65%
0.99%
0.31%
1.92%
3.40%
-0.36%
-4.45%
0.54%
-4.57%
2.95%
-2.81%
2019
5.30%
0.36%
2.22%
2.72%
-0.02%
3.20%
2.23%
-0.52%
0.64%
0.07%
0.96%
0.08%
18.49%
28.88%
2020
2.16%
-4.76%
-2.92%
5.17%
1.90%
0.93%
2.87%
1.73%
-0.70%
0.61%
0.11%
-0.98%
5.90%
16.26%
2021
-0.09%
-1.84%
1.83%
1.76%
-1.26%
3.26%
2.09%
-0.35%
1.37%
0.90%
4.51%
-0.42%
12.19%
27.24%
2022
-5.37%
1.51%
4.74%
-2.29%
-6.19%
-3.67%
4.67%
2.05%
-4.79%
-0.88%
0.81%
-4.52%
-13.80%
-20.01%
2023
5.10%
-1.39%
1.39%
0.44%
2.16%
1.95%
1.54%
0.93%
-1.07%
-0.15%
2.44%
1.85%
16.12%
24.54%
2024
1.45%
3.52%
1.31%
0.32%
2.44%
0.98%
1.13%
0.20%
1.79%
3.17%
9.11%
0.61%
29.00%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/23/2014155ADS.DE ADIDAS0.01%135.80€236.50€36,658€74.15%12.72%
06/06/2022221AMZN Amazon.com0.05%$124.79$225.23$49,77680.49%16.56%
07/12/202440AVGO Broadcom Inc0.00%$167.69$220.96$8,83831.77%2.94%
01/23/201446COST Costco Wholesale Corp0.05%$113.37$953.88$43,878741.38%14.60%
07/08/2024183CVNA Carvana Inc.0.03%$131.37$224.14$41,01870.62%13.65%
07/01/202488MSFT Microsoft Corp0.04%$452.05$436.97$38,453-3.34%12.79%
06/28/20242,530REP.MC Repsol0.00%14.66€11.05€27,957€-24.64%9.70%
07/05/2024357TJX TJX Cos Inc0.01%$113.11$122.01$43,5587.86%14.49%
07/05/20247,293Cash   0.00%1.00€1.00€7,293€0.00%2.53%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $300,539 288,077€ 100%

 # PerformanceEnriqS&P500
Return:
188.08%
222.66%
Annualized Return:9.86%10.97%
Std (Volatility):9.8317.04
Sharpe:0.600.41
Beta:0.251.00
Jensen Alpha:0.410.00
Drawdown:15.6933.92



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