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IBEX 14,006 0.10% sube  
EUROSTOXX50 5,286 -0.33% sube  
FTSE 8,741 -0.23% sube  
DAX 23,817 -0.39% sube  
   



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  BolsiaCoins 0 Bolsiacoins  $eTQmBc1Jn1jn5t
 # Isi01 Portfolio       Currency:EURTop 25: 167
Visit Isi01
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Start:08/14/2024 Day Return:
-0.34%
Day Rank:1294
Days: 322 Month Return:
2.52%
Month Rank:551
Last:2025-06-27 Year Return:
0.00%
Year Rank:79
Visits:243 All Time Return:
21.01%
All Time Rank:577


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
0.92%
0.91%
-2.35%
4.48%
-3.86%
-0.12%
8.12%
2025
7.55%
0.80%
0.91%
3.13%
4.75%
2.52%
-0.36%
    
    
    
    
    
20.72%
5.34%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/23/202450ALV.DE ALLIANZ0.76%295.27€346.40€17,320€17.31%14.36%
12/09/202410AXON Taser International1.14%$695.83$827.73$8,27718.96%5.81%
09/02/2024199ENR.DE Siemens Energy AG-0.19%32.87€95.32€18,969€189.98%15.73%
09/13/2024826GOLD Barrick Gold Corporation1.25%$20.48$18.86$15,578-7.89%10.94%
09/06/20241,222NG.L National Grid1.70%£10.41£10.80£15,4343.67%12.80%
09/13/2024426PHIA.AS Philips-0.69%28.64€20.27€8,635€-29.23%7.16%
09/19/2024631T AT&T Inc3.01%$21.62$28.92$18,24933.76%12.81%
08/14/2024128THC Tenet Healthcare Corp1.38%$149.43$176.02$22,53117.79%15.82%
08/14/20245,510Cash   0.00%1.00€1.00€5,510€0.00%4.57%
EUR/USD: 1.18152    GBP/EUR: 1.1700 Portfolio Value: $142,459 120,572€ 100%

 # PerformanceIsi01S&P500
Return:
20.57%
13.89%
Annualized Return:23.54%15.84%
Std (Volatility):15.5117.26
Sharpe:1.260.69
Beta:0.481.00
Jensen Alpha:1.390.00
Drawdown:11.4718.46



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