21.53% Return, Isa portfolio on Bolsia.com

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# Isa Portfolio Currency:EURTop 25: 1014

Start:	10/27/2022		Day Return:	0.00%		Day Rank:	1744
Days:	984		Month Return:	1.23%		Month Rank:	420
Last:	2025-04-02		Year Return:	0.00%		Year Rank:	1632
Visits:	881		All Time Return:	21.53%		All Time Rank:	578

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2022										-0.59%	3.52%	-5.38%	-2.63%	-0.50%
2023	3.73%	-0.05%	-2.19%	-0.79%	-3.41%	5.23%	4.13%	-0.63%	-1.75%	-3.90%	2.62%	3.92%	6.54%	24.54%
2024	4.05%	4.40%	7.16%	0.11%	1.19%	-1.42%	1.86%	0.38%	2.33%	-2.77%	7.59%	-4.56%	21.43%	23.59%
2025	1.91%	1.04%	-3.84%	-5.44%	2.50%	-0.70%	1.23%						-3.52%	6.69%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
10/27/2022	3	AZO	1.94%	$2510.12	$3758.84	$11,277	49.75%	7.88%
10/27/2022	40	BRK-B	0.88%	$291.04	$484.65	$19,386	66.52%	13.55%
10/27/2022	35	DE	0.17%	$401.21	$521.22	$18,243	29.91%	12.75%
10/27/2022	379	FCX	0.11%	$33.03	$45.85	$17,377	38.82%	12.14%
10/27/2022	52	PXD	0.73%	$270.08	$269.62	$14,020	-0.17%	9.80%
10/27/2022	80	SU.PA	-1.71%	128.19�	221.55�	17,724�	72.83%	14.58%
10/27/2022	66	TSCO	-0.01%	$215.10	$263.91	$17,418	22.69%	12.17%
10/27/2022	257	TXT	0.40%	$74.54	$82.27	$21,143	10.37%	14.78%
10/27/2022	2,852	Cash	0.00%	1.00�	1.00�	2,852�	0.00%	2.35%
EUR/USD: 1.17743 GBP/EUR: 1.1600				Portfolio Value:		$143,091	121,528�	100%

# Performance	Isa	S&P500
Return:	21.53%	63.41%
Annualized Return:	7.48%	19.94%
Std (Volatility):	14.69	15.30
Sharpe:	0.24	1.04
Beta:	0.45	1.00
Jensen Alpha:	-0.37	0.00
Drawdown:	15.36	18.46

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