20.4% Return, Isa portfolio on Bolsia.com

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# Isa Portfolio Currency:EURTop 25: 242

Start:	10/27/2022		Day Return:	0.00%		Day Rank:	967
Days:	687		Month Return:	-2.35%		Month Rank:	817
Last:	2024-08-31		Year Return:	0.00%		Year Rank:	168
Visits:	617		All Time Return:	20.40%		All Time Rank:	325

	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%				16.08%	16.62%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	-0.04%	$2510.12	$3118.31	$9,355	24.23%	7.05%
10/27/2022	44	BRK-B	-0.05%	$291.04	$452.65	$19,917	55.53%	15.02%
10/27/2022	35	DE	0.02%	$401.21	$388.10	$13,584	-3.27%	10.24%
10/27/2022	379	FCX	0.00%	$33.03	$41.29	$15,649	25.02%	11.80%
10/27/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	10.57%
10/27/2022	80	SU.PA	-0.02%	128.19�	219.50�	17,560�	71.23%	14.58%
10/27/2022	66	TSCO	0.04%	$215.10	$276.25	$18,233	28.43%	13.75%
10/27/2022	201	TXT	0.00%	$75.16	$86.43	$17,372	14.99%	13.10%
10/27/2022	4,664	Cash	0.00%	1.00�	1.00�	4,664�	0.00%	3.87%
EUR/USD: 1.10121 GBP/EUR: 1.1800				Portfolio Value:		$132,602	120,415�	100%

# Performance	Isa	S&P500
Return:	20.42%	44.51%
Annualized Return:	10.34%	21.54%
Std (Volatility):	13.60	14.25
Sharpe:	0.47	1.23
Beta:	0.45	1.00
Jensen Alpha:	-0.16	0.00
Drawdown:	8.65	9.86

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