21.68% Return, Isa portfolio on Bolsia.com

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# Isa Portfolio Currency:EURTop 25: 975

Start:	10/27/2022		Day Return:	0.10%		Day Rank:	211
Days:	987		Month Return:	1.35%		Month Rank:	438
Last:	2025-04-02		Year Return:	0.00%		Year Rank:	1606
Visits:	886		All Time Return:	21.68%		All Time Rank:	576

	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%	23.59%
2025	1.91%	1.04%	-3.84%	-5.44%	2.50%	-0.70%	1.37%						-3.39%	5.80%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	-1.28%	$2510.12	$3737.19	$11,212	48.88%	7.87%
10/27/2022	40	BRK-B	-0.12%	$291.04	$477.53	$19,101	64.08%	13.40%
10/27/2022	35	DE	-0.27%	$401.21	$508.95	$17,813	26.85%	12.50%
10/27/2022	379	FCX	2.53%	$33.03	$46.29	$17,544	40.16%	12.31%
10/27/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	9.84%
10/27/2022	80	SU.PA	0.04%	128.19�	224.05�	17,924�	74.78%	14.73%
10/27/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	12.22%
10/27/2022	257	TXT	0.92%	$74.54	$82.11	$21,102	10.16%	14.80%
10/27/2022	2,852	Cash	0.00%	1.00�	1.00�	2,852�	0.00%	2.34%
EUR/USD: 1.17134 GBP/EUR: 1.1600				Portfolio Value:		$142,546	121,695�	100%

# Performance	Isa	S&P500
Return:	21.70%	62.05%
Annualized Return:	7.52%	19.50%
Std (Volatility):	14.67	15.29
Sharpe:	0.24	1.01
Beta:	0.45	1.00
Jensen Alpha:	-0.35	0.00
Drawdown:	15.36	18.46

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