13.78% Return, Montoro portfolio on Bolsia.com

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# Montoro Portfolio Currency:EURTop 25: 1435

Start:	10/31/2022		Day Return:	0.10%		Day Rank:	271
Days:	1052		Month Return:	-1.33%		Month Rank:	2013
Last:	2025-07-22		Year Return:	0.00%		Year Rank:	1942
Visits:	743		All Time Return:	13.78%		All Time Rank:	1351

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										0.08%	1.01%	-3.04%	-1.99%	-1.62%
2023	-3.39%	1.48%	-6.46%	0.41%	-0.14%	5.73%	0.77%	0.10%	-3.76%	-2.06%	3.71%	5.29%	0.94%	24.54%
2024	2.83%	5.87%	3.94%	-1.21%	-0.43%	-0.76%	2.80%	2.44%	0.58%	-1.61%	7.87%	-5.09%	17.86%	23.59%
2025	2.82%	0.32%	-5.48%	-4.41%	1.51%	-2.37%	7.50%	-0.41%	-1.29%				-2.39%	12.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
05/28/2024	51	AMS.MC	0.00%	63.54�	68.18�	3,477�	7.30%	3.06%
10/31/2022	36	BRK-B	-0.45%	$296.04	$491.62	$17,698	66.07%	13.22%
10/31/2022	51	CAT	1.02%	$216.85	$435.96	$22,234	101.05%	16.61%
10/31/2022	39	LMT	0.41%	$472.63	$473.16	$18,453	0.11%	13.79%
10/31/2022	53	MCD	-1.09%	$272.90	$302.01	$16,007	10.67%	11.96%
10/31/2022	171	MRK	-2.16%	$98.04	$81.03	$13,856	-17.35%	10.35%
10/31/2022	211	SCHW	-1.54%	$78.34	$92.09	$19,431	17.56%	14.52%
10/31/2022	137	XYL	0.13%	$102.65	$141.87	$19,436	38.21%	14.52%
10/31/2022	2,235	Cash	0.00%	1.00�	1.00�	2,235�	0.00%	1.96%
EUR/USD: 1.17590 GBP/EUR: 1.1600				Portfolio Value:		$133,832	113,813�	100%

# Performance	Montoro	S&P500
Return:	13.81%	70.25%
Annualized Return:	4.59%	20.25%
Std (Volatility):	14.45	14.96
Sharpe:	0.04	1.09
Beta:	0.28	1.00
Jensen Alpha:	-0.40	0.00
Drawdown:	18.19	18.46

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