25.97% Return, Isa portfolio on Bolsia.com

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# Isa Portfolio Currency:EURTop 25: 365

Start:	10/27/2022		Day Return:	0.00%		Day Rank:	1227
Days:	787		Month Return:	-4.56%		Month Rank:	1354
Last:	2024-08-31		Year Return:	0.00%		Year Rank:	356
Visits:	716		All Time Return:	25.97%		All Time Rank:	381

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										-0.59%	3.52%	-5.38%	-2.63%	-0.50%
2023	3.73%	-0.05%	-2.19%	-0.79%	-3.41%	5.23%	4.13%	-0.63%	-1.75%	-3.90%	2.62%	3.92%	6.54%	24.54%
2024	4.05%	4.40%	7.16%	0.11%	1.19%	-1.42%	1.86%	0.38%	2.33%	-2.77%	7.59%	-4.56%	21.43%	24.62%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	0.32%	$2510.12	$3253.47	$9,760	29.61%	7.43%
10/27/2022	44	BRK-B	0.04%	$291.04	$453.86	$19,970	55.94%	15.20%
10/27/2022	35	DE	0.07%	$401.21	$432.53	$15,139	7.81%	11.52%
10/27/2022	379	FCX	0.01%	$33.03	$38.85	$14,724	17.63%	11.20%
10/27/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	10.67%
10/27/2022	80	SU.PA	0.01%	128.19�	240.45�	19,236�	87.58%	15.27%
10/27/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	13.25%
10/27/2022	201	TXT	0.01%	$75.16	$76.89	$15,455	2.30%	11.76%
10/27/2022	4,664	Cash	0.00%	1.00�	1.00�	4,664�	0.00%	3.70%
EUR/USD: 1.04326 GBP/EUR: 1.2000				Portfolio Value:		$131,420	125,971�	100%

# Performance	Isa	S&P500
Return:	25.97%	54.43%
Annualized Return:	11.27%	22.27%
Std (Volatility):	13.70	13.98
Sharpe:	0.53	1.31
Beta:	0.47	1.00
Jensen Alpha:	-0.13	0.00
Drawdown:	8.65	9.86

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