24.21% Return, Josan portfolio on Bolsia.com

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# Josan Portfolio Currency:EURTop 25: 148

Start:	08/30/2024		Day Return:	0.05%		Day Rank:	557
Days:	306		Month Return:	1.00%		Month Rank:	895
Last:	2025-03-12		Year Return:	0.00%		Year Rank:	75
Visits:	212		All Time Return:	24.21%		All Time Rank:	503

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2024								-0.02%	1.89%	-1.39%	3.96%	-1.84%	2.51%	5.07%
2025	8.33%	6.68%	-0.85%	-3.18%	8.13%	0.55%	0.05%						20.70%	5.26%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/02/2024	1,704	BKT.MC	0.59%	8.02�	11.15�	19,000�	39.04%	15.36%
09/02/2024	2,495	CABK.MC	0.38%	5.44�	7.38�	18,413�	35.76%	14.88%
08/31/2024	134	CAH	-2.51%	$112.84	$163.77	$21,945	45.14%	15.07%
08/31/2024	442	FCX	1.71%	$42.53	$44.09	$19,488	3.66%	13.38%
09/02/2024	277	ITX.MC	0.20%	48.63�	44.27�	12,263�	-8.96%	9.91%
09/17/2024	68	JPM	-1.08%	$217.92	$286.77	$19,500	31.59%	13.39%
09/02/2024	6,567	SAB.MC	0.59%	1.90�	2.72�	17,862�	43.43%	14.44%
09/02/2024	4,414	Cash	0.00%	1.00�	1.00�	4,414�	0.00%	3.57%
EUR/USD: 1.17698 GBP/EUR: 1.1600				Portfolio Value:		$145,619	123,723�	100%

# Performance	Josan	S&P500
Return:	23.72%	10.60%
Annualized Return:	28.80%	12.72%
Std (Volatility):	18.89	17.41
Sharpe:	1.31	0.50
Beta:	0.66	1.00
Jensen Alpha:	1.90	0.00
Drawdown:	17.65	18.46

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