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 # Lau95 Portfolio       Currency:EURTop 25: 89
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Start:03/18/2014 Day Return:
0.00%
Day Rank:935
Days: 3933 Month Return:
0.60%
Month Rank:520
Last:2024-12-19 Year Return:
0.00%
Year Rank:76
Visits:2475 All Time Return:
147.55%
All Time Rank:214


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
    
0.72%
-0.08%
0.90%
1.34%
-0.39%
1.32%
-0.28%
0.79%
1.16%
0.51%
6.12%
9.97%
2015
1.59%
0.99%
0.52%
-0.13%
0.85%
-0.02%
0.90%
-0.57%
0.66%
1.52%
0.55%
-0.04%
7.00%
-0.73%
2016
-1.14%
0.40%
0.49%
-0.45%
4.04%
-0.15%
1.50%
1.32%
1.45%
0.21%
4.00%
2.71%
15.19%
9.54%
2017
0.29%
-0.20%
1.33%
-0.57%
6.40%
-0.84%
1.93%
0.92%
0.79%
3.06%
-2.04%
-0.73%
10.54%
15.21%
2018
4.84%
0.04%
-1.15%
-0.14%
3.92%
-0.04%
-0.44%
1.15%
0.69%
-5.71%
-3.49%
-2.60%
-3.34%
-2.81%
2019
1.71%
1.51%
2.45%
-0.51%
-2.73%
2.33%
0.11%
-0.02%
1.24%
1.05%
1.85%
1.34%
10.69%
28.88%
2020
0.36%
1.73%
-0.44%
2.82%
3.65%
0.90%
1.88%
3.47%
-0.37%
-0.92%
0.27%
0.07%
14.12%
16.26%
2021
0.45%
2.30%
-1.80%
3.32%
-2.52%
9.83%
-1.09%
-0.14%
-0.06%
0.77%
1.00%
-0.96%
11.07%
26.89%
2022
0.39%
-0.15%
0.20%
2.01%
-20.77%
-2.61%
2.57%
-1.56%
-2.49%
1.75%
1.40%
-2.42%
-21.63%
-19.79%
2023
2.69%
0.81%
2.28%
0.14%
5.48%
1.32%
1.97%
0.04%
-1.33%
-0.69%
2.49%
0.43%
16.59%
24.54%
2024
4.29%
4.54%
1.76%
-0.81%
4.07%
2.01%
2.28%
1.45%
1.40%
2.77%
8.76%
0.60%
38.24%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2024110AMGN Amgen Inc-0.06%$305.64$263.50$28,985-13.79%11.22%
06/25/2024200CMG Chipotle Mexican Grill0.01%$65.66$61.86$12,372-5.79%4.79%
03/18/2014200EA Electronic Arts Inc0.01%$55.98$147.80$29,560164.03%11.45%
06/13/2024881FER.MC Ferrovial0.00%37.29€39.96€35,205€7.17%14.22%
05/29/202410,409IAG.MC IAG0.00%2.01€3.68€38,305€82.82%15.47%
07/02/202460MSFT Microsoft Corp0.04%$445.35$436.97$26,218-1.88%10.15%
06/10/2024264NVDA NVIDIA Corp0.05%$131.88$134.96$35,6292.34%13.80%
06/05/2024562XEL Xcel Energy Inc0.01%$53.99$67.40$37,87924.83%14.67%
06/05/202410,471Cash   0.00%1.00€1.00€10,471€0.00%4.23%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $258,257 247,548€ 100%

 # PerformanceLau95S&P500
Return:
147.67%
216.88%
Annualized Return:8.64%11.11%
Std (Volatility):9.8417.23
Sharpe:0.470.41
Beta:0.151.00
Jensen Alpha:0.360.00
Drawdown:24.2433.92



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