11.34% Return, Jose07 portfolio on Bolsia.com

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# Jose07 Portfolio Currency:EURTop 25: 1229

Start:	04/27/2024		Day Return:	-0.20%		Day Rank:	694
Days:	431		Month Return:	2.82%		Month Rank:	466
Last:	2025-05-20		Year Return:	0.00%		Year Rank:	1201
Visits:	269		All Time Return:	11.34%		All Time Rank:	1005

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024				-1.54%	3.17%	-0.42%	3.64%	-0.23%	2.98%	-2.29%	9.15%	-3.61%	10.72%	15.45%
2025	2.04%	-0.48%	-6.25%	-5.68%	8.93%	3.09%	-0.11%						0.72%	5.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
04/29/2024	88	AMAT	-0.08%	$195.02	$183.03	$16,107	-6.15%	12.23%
04/29/2024	59	AXP	0.55%	$237.03	$318.92	$18,816	34.55%	14.29%
04/29/2024	44	CAT	0.87%	$348.41	$388.14	$17,078	11.40%	12.97%
04/29/2024	77	EC.PA	0.53%	168.19�	188.50�	14,515�	12.07%	13.02%
04/29/2024	81	GE	1.13%	$165.07	$257.38	$20,848	55.92%	15.83%
05/20/2025	103	IDR.MC	-1.41%	33.19�	36.34�	3,743�	9.48%	3.36%
04/29/2024	87	TXN	0.26%	$177.71	$207.52	$18,054	16.77%	13.71%
04/29/2024	378	VZ	2.27%	$40.58	$43.27	$16,356	6.64%	12.42%
04/29/2024	2,436	Cash	0.00%	1.00�	1.00�	2,436�	0.00%	2.18%
EUR/USD: 1.18097 GBP/EUR: 1.1700				Portfolio Value:		$131,698	111,516�	100%

# Performance	Jose07	S&P500
Return:	11.52%	21.72%
Annualized Return:	9.65%	18.07%
Std (Volatility):	22.27	16.50
Sharpe:	0.25	0.85
Beta:	0.71	1.00
Jensen Alpha:	-0.43	0.00
Drawdown:	22	18.46

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