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  BolsiaCoins 0 Bolsiacoins  $n5SOUlh6tWbiWX
 # Phoenix Portfolio       Currency:EURTop 25: 1106
Visit Phoenix
Look
Start:04/14/2025 Day Return:
-0.57%
Day Rank:1465
Days: 323 Month Return:
5.12%
Month Rank:447
Last:2026-02-04 Year Return:
0.00%
Year Rank:634
Visits:241 All Time Return:
25.66%
All Time Rank:1386


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2025
    
    
    
1.03%
3.17%
-0.59%
6.00%
-2.58%
3.26%
3.45%
-0.88%
1.63%
15.15%
26.37%
2026
3.81%
5.62%
-0.38%
    
    
    
    
    
    
    
    
    
9.24%
0.21%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/15/202581CTAS Cintas Corp0.41%$211.88$201.95$16,358-4.68%11.13%
04/15/2025658ENGI.PA Engie-1.14%18.27€28.44€18,714€55.65%14.88%
04/15/2025799IBE.MC Iberdrola-1.27%15.21€19.80€15,820€30.20%12.58%
04/15/2025262III.L 3i Ord-2.68%41.48€32.28€8,457€-22.18%6.72%
04/15/202527MUV2.de Münchener Rück-0.68%573.72€551.00€14,877€-3.96%11.83%
04/15/2025105RTX Raytheon Technologies Corporation4.56%$129.31$211.85$22,24463.83%15.13%
04/15/20251,686SAN.MC Santander-4.84%5.97€10.28€17,332€72.28%13.78%
04/14/2025192XEL Xcel Energy Inc0.58%$70.33$83.85$16,09919.22%10.95%
04/14/20253,790Cash   0.00%1.00€1.00€3,790€0.00%3.01%
EUR/USD: 1.16895    GBP/EUR: 1.1500 Portfolio Value: $147,037 125,785€ 100%

 # PerformancePhoenixS&P500
Return:
25.79%
26.63%
Annualized Return:30.12%31.13%
Std (Volatility):9.2111.29
Sharpe:2.842.40
Beta:0.211.00
Jensen Alpha:2.040.00
Drawdown:4.434.3



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