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  BolsiaCoins 0 Bolsiacoins  $gHEfrdw2yf2ySD
 # UK03 Portfolio       Currency:EURTop 25: 1723
Visit UK03
Look
Start:09/04/2024 Day Return:
0.92%
Day Rank:1810
Days: 548 Month Return:
-0.58%
Month Rank:1141
Last:2025-07-22 Year Return:
0.00%
Year Rank:1359
Visits:393 All Time Return:
16.39%
All Time Rank:1749


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
-0.68%
-6.46%
5.24%
-1.61%
-3.81%
6.61%
2025
6.13%
0.84%
-5.73%
0.68%
3.37%
1.42%
6.56%
1.55%
-1.93%
2.77%
0.50%
0.08%
16.82%
16.77%
2026
2.02%
2.12%
-0.55%
    
    
    
    
    
    
    
    
    
3.61%
0.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/05/2024482BNZL.L BUNZL-1.44%£32.58£21.84£12,106-32.96%10.40%
03/07/202533HEI.DE Heidelbergcement1.25%175.76€182.00€6,006€3.55%5.16%
09/06/2024281IMB.L Imperial Brands PLC2.28%£22.18£32.68£10,56147.34%9.07%
09/05/20241,474INF.L Informa plc3.36%£8.32£8.05£13,649-3.17%11.72%
09/05/20242,196PHNX.L Phoenix Group Holdings plc0.07%£5.70£7.65£19,31934.17%16.59%
09/05/20244,149SBRY.L Sainsbury1.46%£2.99£3.48£16,61416.40%14.27%
09/05/20243,051SDR.L Schroders plc-2.18%£3.39£4.54£15,91533.89%13.67%
09/05/2024618SMIN.L Smiths Group plc1.60%£17.76£26.68£18,96150.22%16.29%
09/05/20243,292Cash   0.00%1.00€1.00€3,292€0.00%2.83%
EUR/USD: 1.16305    GBP/EUR: 1.1500 Portfolio Value: $135,406 116,423€ 100%

 # PerformanceUK03S&P500
Return:
16.42%
24.49%
Annualized Return:10.68%15.74%
Std (Volatility):15.0014.38
Sharpe:0.450.82
Beta:0.551.00
Jensen Alpha:0.020.00
Drawdown:17.4318.46



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