19.63% Return, Isa portfolio on Bolsia.com

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# Isa Portfolio Currency:EURTop 25: 1056

Start:	10/27/2022		Day Return:	-0.40%		Day Rank:	1463
Days:	979		Month Return:	-1.05%		Month Rank:	1626
Last:	2025-04-02		Year Return:	0.00%		Year Rank:	1669
Visits:	874		All Time Return:	19.63%		All Time Rank:	611

	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%	-2.77%	7.59%	-4.56%	21.43%	23.59%
2025	1.91%	1.04%	-3.84%	-5.44%	2.50%	-0.70%	-0.37%						-5.05%	5.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	2.84%	$2510.12	$3712.07	$11,136	47.88%	7.88%
10/27/2022	40	BRK-B	-0.08%	$291.04	$485.19	$19,408	66.71%	13.74%
10/27/2022	35	DE	-0.96%	$401.21	$508.39	$17,794	26.71%	12.60%
10/27/2022	379	FCX	-1.23%	$33.03	$43.33	$16,422	31.19%	11.63%
10/27/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	9.93%
10/27/2022	80	SU.PA	-1.28%	128.19�	222.90�	17,832�	73.89%	14.91%
10/27/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	12.33%
10/27/2022	257	TXT	-0.11%	$74.54	$80.25	$20,624	7.66%	14.60%
10/27/2022	2,852	Cash	0.00%	1.00�	1.00�	2,852�	0.00%	2.38%
EUR/USD: 1.18097 GBP/EUR: 1.1700				Portfolio Value:		$141,249	119,604�	100%

# Performance	Isa	S&P500
Return:	19.60%	61.48%
Annualized Return:	6.89%	19.52%
Std (Volatility):	14.71	15.32
Sharpe:	0.20	1.01
Beta:	0.45	1.00
Jensen Alpha:	-0.41	0.00
Drawdown:	15.36	18.46

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