42.62% Return, Roma01 portfolio on Bolsia.com

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# Roma01 Portfolio Currency:EURTop 25: 282

Start:	08/20/2023		Day Return:	-0.10%		Day Rank:	1937
Days:	629		Month Return:	3.50%		Month Rank:	462
Last:	2025-04-09		Year Return:	0.00%		Year Rank:	851
Visits:	697		All Time Return:	42.62%		All Time Rank:	287

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2023								2.62%	-0.56%	-2.30%	6.52%	0.55%	6.77%	9.16%
2024	4.14%	8.93%	4.81%	-2.61%	3.96%	2.16%	2.35%	0.89%	1.32%	-0.04%	13.09%	-8.09%	33.69%	23.59%
2025	2.10%	0.69%	-5.67%	-0.45%	3.35%								-0.22%	-3.61%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/21/2023	50	AJG	1.14%	$221.50	$335.04	$16,752	51.26%	10.46%
08/21/2023	100	BG	-1.75%	$112.94	$77.82	$7,782	-31.10%	4.86%
08/21/2023	52	CAT	-0.18%	$291.86	$323.27	$16,810	10.76%	10.50%
08/21/2023	11	FICO	1.57%	$858.05	$2087.91	$22,967	143.33%	14.34%
08/21/2023	20	LLY	-0.26%	$548.33	$822.34	$16,447	49.97%	10.27%
08/21/2023	25	MCK	-0.20%	$420.26	$706.68	$17,667	68.15%	11.03%
08/21/2023	68	PWR	0.46%	$221.19	$322.64	$21,940	45.86%	13.70%
08/21/2023	134	STLD	-1.35%	$106.83	$133.09	$17,834	24.58%	11.14%
08/21/2023	13	TDG	1.54%	$859.18	$1472.75	$19,146	71.41%	11.96%
08/21/2023	2,459	Cash	0.00%	1.00�	1.00�	2,459�	0.00%	1.73%
EUR/USD: 1.12417 GBP/EUR: 1.1700				Portfolio Value:		$160,109	142,424�	100%

# Performance	Roma01	S&P500
Return:	42.42%	30.05%
Annualized Return:	22.74%	16.44%
Std (Volatility):	17.49	15.00
Sharpe:	1.07	0.83
Beta:	0.53	1.00
Jensen Alpha:	1.22	0.00
Drawdown:	20.46	18.46

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