34.95% Return, IVALTE portfolio on Bolsia.com

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100 Bolsiacoins $fdTxvVk5NuF5YC

# IVALTE Portfolio Currency:EURTop 25: 402

Visit IVALTE

Start:	08/30/2024		Day Return:	0.00%		Day Rank:	1557
Days:	437		Month Return:	1.04%		Month Rank:	148
Last:	2025-11-04		Year Return:	0.00%		Year Rank:	249
Visits:	551		All Time Return:	34.95%		All Time Rank:	698

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								0.56%	0.48%	-4.51%	2.65%	3.27%	2.27%	5.21%
2025	2.66%	2.03%	-3.33%	-4.73%	3.32%	1.31%	3.26%	7.56%	9.71%	6.13%	1.04%		31.95%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2025	40	AAPL	-0.48%	$266.79	$268.42	$10,737	0.61%	6.88%
10/27/2025	135	BABA	-0.76%	$177.35	$166.36	$22,459	-6.20%	14.39%
05/29/2025	284	CNC	4.37%	$55.90	$56.63	$16,083	1.30%	10.30%
02/26/2025	602	DTE.DE	-0.23%	33.09�	26.60�	16,013�	-19.61%	11.87%
10/03/2024	810	PHIA.AS	3.29%	27.61�	24.52�	19,861�	-11.20%	14.72%
10/27/2025	50	RACE	1.88%	$409.21	$413.17	$20,659	0.97%	13.24%
10/28/2025	141	VOW3.DE	-1.41%	90.84�	91.00�	12,831�	0.18%	9.51%
10/28/2025	25,773	Cash	0.00%	1.00�	1.00�	25,773�	0.00%	19.10%
EUR/USD: 1.15659 GBP/EUR: 1.1300				Portfolio Value:		$156,078	134,947�	100%

# Performance	IVALTE	S&P500
Return:	34.95%	21.56%
Annualized Return:	28.37%	17.67%
Std (Volatility):	18.17	15.67
Sharpe:	1.34	0.87
Beta:	0.45	1.00
Jensen Alpha:	1.82	0.00
Drawdown:	16.1	18.46

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