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2 Men.  BolsiaCoins 0 Bolsiacoins  $9gsrECnRJEetIS
 # SofiaLli Portfolio       Currency:EURTop 25: 128
Visit SofiaLli
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Start:11/24/2015 Day Return:
0.00%
Day Rank:2007
Days: 3617 Month Return:
4.63%
Month Rank:108
Last:2025-10-06 Year Return:
0.00%
Year Rank:523
Visits:2687 All Time Return:
284.93%
All Time Rank:96


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2015
    
    
    
    
    
    
    
    
    
    
-0.11%
-1.98%
-2.09%
-2.16%
2016
-1.67%
-0.68%
1.49%
-0.18%
2.93%
-1.70%
3.60%
0.57%
1.65%
1.75%
-0.46%
3.01%
10.61%
9.54%
2017
2.58%
4.41%
4.58%
2.42%
1.21%
-3.27%
1.25%
1.78%
-0.89%
6.85%
-0.78%
-0.96%
20.44%
15.21%
2018
3.31%
0.32%
-5.02%
4.51%
5.34%
2.58%
3.27%
2.29%
-2.38%
-3.30%
-1.00%
-6.03%
3.15%
-2.81%
2019
7.64%
0.19%
3.78%
4.25%
-3.90%
2.14%
1.42%
-2.83%
3.56%
1.32%
4.33%
0.59%
24.29%
28.88%
2020
3.61%
-6.04%
-7.90%
11.29%
3.43%
3.25%
4.64%
7.75%
-3.49%
1.71%
0.15%
-1.09%
16.81%
16.26%
2021
1.46%
0.41%
3.61%
2.67%
-0.12%
5.86%
4.09%
-0.28%
0.49%
1.06%
2.73%
-0.22%
23.79%
26.94%
2022
-6.76%
2.37%
4.57%
-4.49%
-3.47%
-12.48%
3.67%
-5.27%
-7.76%
-2.48%
0.43%
-6.45%
-33.16%
-19.82%
2023
7.34%
2.90%
5.54%
2.10%
7.77%
1.91%
3.01%
2.66%
-0.89%
0.06%
5.57%
0.67%
45.69%
24.54%
2024
4.33%
5.77%
3.92%
-2.23%
2.68%
4.61%
-0.32%
-3.23%
3.57%
0.37%
5.20%
5.96%
34.60%
23.59%
2025
5.24%
-5.12%
-12.12%
-6.09%
13.06%
7.73%
6.90%
0.10%
8.09%
4.63%
    
    
21.47%
12.66%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
06/06/2022240AMZN Amazon.com-0.80%$124.79$212.75$51,06070.49%11.38%
07/12/2024190AVGO Broadcom Inc-1.98%$187.37$347.15$65,95985.27%14.71%
08/06/20241,167FRE.DE FRESENIUS1.19%36.48€47.77€55,748€30.95%14.48%
07/18/2022263GOOG Google Inc0.43%$109.91$252.96$66,528130.15%14.83%
07/18/202274META Meta0.16%$180.50$713.24$52,780295.15%11.77%
02/29/2016111MSFT Microsoft Corp0.15%$50.39$512.39$56,875916.81%12.68%
08/07/2024366MU Micron Technology Inc-1.82%$95.21$198.84$72,775108.83%16.23%
08/07/202415,077Cash   0.00%1.00€1.00€15,077€0.00%3.92%
EUR/USD: 1.16513    GBP/EUR: 1.1500 Portfolio Value: $448,497 384,933€ 100%

 # PerformanceSofiaLliS&P500
Return:
284.97%
217.32%
Annualized Return:14.07%11.94%
Std (Volatility):17.3117.68
Sharpe:0.580.45
Beta:0.421.00
Jensen Alpha:0.670.00
Drawdown:35.5133.92



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