10.48% Return, Jose11 portfolio on Bolsia.com

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# Jose11 Portfolio Currency:EURTop 25: 1367

Start:	04/27/2024		Day Return:	-0.40%		Day Rank:	1412
Days:	431		Month Return:	-0.10%		Month Rank:	1298
Last:	2025-04-14		Year Return:	0.00%		Year Rank:	1410
Visits:	401		All Time Return:	10.48%		All Time Rank:	1066

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024				-0.81%	4.56%	-2.44%	5.78%	2.42%	-0.71%	0.36%	6.15%	-3.01%	12.45%	15.45%
2025	5.41%	1.50%	-4.53%	-7.65%	4.25%	0.09%	-0.42%						-1.98%	5.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
04/29/2024	86	AIR.PA	-1.69%	155.80�	174.26�	14,986�	11.85%	13.60%
04/29/2024	33	ISRG	1.82%	$377.28	$543.68	$17,941	44.11%	13.78%
04/29/2024	236	NEE	-2.06%	$67.31	$69.43	$16,385	3.16%	12.58%
04/29/2024	139	RTX	0.94%	$101.84	$146.02	$20,297	43.38%	15.59%
04/29/2024	542	SHEL.L	0.47%	�27.97	�25.65	�16,269	-8.27%	14.76%
04/29/2024	36	SPGI	1.81%	$417.70	$527.08	$18,975	26.19%	14.57%
04/29/2024	382	VZ	2.27%	$40.08	$43.27	$16,529	7.97%	12.69%
04/29/2024	2,682	Cash	0.00%	1.00�	1.00�	2,682�	0.00%	2.43%
EUR/USD: 1.18148 GBP/EUR: 1.1700				Portfolio Value:		$130,224	110,221�	100%

# Performance	Jose11	S&P500
Return:	10.22%	21.72%
Annualized Return:	8.57%	18.07%
Std (Volatility):	14.83	16.54
Sharpe:	0.31	0.85
Beta:	0.41	1.00
Jensen Alpha:	-0.12	0.00
Drawdown:	17.59	18.46

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