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 # Luizo Portfolio       Currency:EURTop 25: 587
Visit Luizo
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Start:03/01/2025 Day Return:
0.00%
Day Rank:2194
Days: 296 Month Return:
4.80%
Month Rank:198
Last:2025-08-01 Year Return:
0.00%
Year Rank:373
Visits:287 All Time Return:
32.23%
All Time Rank:885


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
-0.06%
4.51%
4.68%
-2.79%
12.13%
0.42%
1.35%
-1.14%
5.23%
4.80%
32.23%
15.71%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/03/2025160AIG American International Group Inc-0.19%$83.81$86.03$13,7652.65%8.89%
04/01/202541ALV.DE ALLIANZ1.36%343.21€388.50€15,929€13.19%12.05%
04/09/202525ARGX Argenx SE0.94%$579.42$854.74$21,36947.52%13.80%
03/31/20252,364AV.L AVIVA0.53%£5.24£6.77£18,25629.30%13.81%
03/31/202554CVNA Carvana Inc.-2.94%$202.96$450.38$24,321121.90%15.71%
04/01/2025100JNJ Johnson & Johnson-0.93%$154.21$206.43$20,64333.86%13.33%
04/02/202520MCD McDonald`s Corp-1.19%$315.15$315.81$6,3160.21%4.08%
03/04/20255,868SAB.MC Sabadell1.37%2.51€3.41€20,010€36.00%15.13%
03/04/20254,228Cash   0.00%1.00€1.00€4,228€0.00%3.20%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $154,816 132,226€ 100%

 # PerformanceLuizoS&P500
Return:
32.23%
15.71%
Annualized Return:40.96%19.64%
Std (Volatility):14.4816.47
Sharpe:2.550.95
Beta:0.271.00
Jensen Alpha:3.270.00
Drawdown:6.5216.09



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