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 # Rogervdm Portfolio       Currency:EURTop 25: 345
Visit Rogervdm
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Start:07/10/2014 Day Return:
0.30%
Day Rank:174
Days: 3818 Month Return:
-0.47%
Month Rank:715
Last:2024-08-02 Year Return:
0.00%
Year Rank:811
Visits:4040 All Time Return:
213.14%
All Time Rank:127


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2014
    
    
    
    
    
    
0.15%
0.16%
0.14%
0.10%
0.14%
-0.01%
0.68%
4.80%
2015
0.02%
0.23%
0.10%
0.04%
0.02%
0.05%
0.15%
-0.04%
0.17%
0.11%
0.11%
-0.03%
0.93%
-0.73%
2016
-0.07%
-0.04%
0.13%
0.07%
0.08%
-0.05%
4.38%
1.17%
-1.24%
-3.58%
-1.84%
3.38%
2.18%
9.54%
2017
6.42%
1.94%
1.16%
0.16%
3.72%
-4.82%
-0.13%
1.02%
2.41%
8.51%
-2.16%
0.64%
19.80%
15.21%
2018
4.59%
-1.19%
-0.24%
2.62%
6.73%
-0.26%
-0.02%
6.87%
0.70%
-6.66%
2.34%
-7.19%
7.45%
-2.81%
2019
7.02%
5.28%
4.05%
3.79%
-4.69%
4.18%
5.55%
-1.83%
0.40%
0.56%
4.88%
2.95%
36.46%
28.88%
2020
4.58%
-4.73%
-12.17%
14.29%
3.39%
4.90%
5.88%
6.50%
-2.13%
0.50%
-0.96%
1.44%
20.86%
16.26%
2021
-1.12%
1.87%
0.57%
3.45%
-2.41%
7.13%
5.18%
1.15%
-1.09%
3.87%
6.49%
-4.48%
21.82%
26.89%
2022
-8.31%
-2.69%
2.31%
-3.04%
-1.96%
-11.36%
10.40%
-1.62%
-6.51%
1.62%
-0.99%
-6.08%
-26.20%
-19.79%
2023
7.58%
0.98%
1.58%
-1.32%
7.77%
3.52%
4.05%
5.59%
-3.05%
-1.72%
10.25%
3.03%
44.47%
24.54%
2024
2.79%
3.23%
1.01%
-3.02%
-1.05%
9.37%
-2.05%
-3.00%
-2.77%
-1.05%
6.87%
-0.47%
9.37%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/12/2017441ABT Abbott Laboratories0.02%$71.90$114.23$50,37558.86%15.42%
03/21/201794ADBE Adobe Systems Inc0.13%$210.91$447.17$42,034112.02%12.87%
06/06/2022240AMZN Amazon.com0.05%$124.79$225.23$54,05580.49%16.55%
07/12/202422ARGX Argenx SE0.01%$471.24$623.74$13,72232.36%4.20%
10/23/201778INTU Intuit Inc0.14%$148.67$643.65$50,205332.95%15.37%
07/01/202448KLAC KLA-Tencor Corp0.13%$855.89$629.54$30,218-26.45%9.25%
10/18/201760LRCX Lam Research0.10%$314.29$814.17$48,850159.05%14.95%
07/02/2024203QCOM Qualcomm0.03%$204.98$152.93$31,045-25.39%9.50%
07/02/20245,930Cash   0.00%1.00€1.00€5,930€0.00%1.89%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $326,691 313,144€ 100%

 # PerformanceRogervdmS&P500
Return:
213.14%
201.97%
Annualized Return:11.24%10.86%
Std (Volatility):16.0717.35
Sharpe:0.450.40
Beta:0.391.00
Jensen Alpha:0.460.00
Drawdown:30.8633.92



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