1. Time period: December 4, 2020, to May 9, 2024. Monthly data collection except May 2024, gathered at End-Of-Day on May 9, 2024;
2. Manager’s tenure since December 4, 2020. Track record sourced from personal account on Interactive Brokers. Data in Euros, includes after-withholding-tax dividends;
3. It mirrors Russell 2000 index, benchmarking 2,000 smaller companies within Russell 3000 Index. As most of the stocks traded by Cristian are included in it, it is the key benchmark. Data in US Dollars, includes after-withholding-tax dividends;
4. Portfolio’s time-weighted total return, including dividends;
5. Last 365 days;
6. Measure of variability indicating dispersion from the mean;
7. Largest cumulative percentage decline in Portfolio’s Net Asset Value;
8. Risk-adjusted return measure quantifying excess return per unit of risk;
9. Ratio evaluating risk-adjusted return, penalizing returns below desired or required rate of return;
10. Duration for account’s Net Asset Value to recover from valley to peak, for RRI from October 2022 to June 2023;
11. Ratio measuring portfolio volatility relative to a benchmark;
12. Statistical measure quantifying relationship between benchmark and portfolio returns.