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 # Roma01 Portfolio       Currency:EURTop 25: 864
Visit Roma01
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:630
Days: 744 Month Return:
0.00%
Month Rank:1246
Last:2025-08-08 Year Return:
0.00%
Year Rank:1953
Visits:806 All Time Return:
37.28%
All Time Rank:410


 JanFebMarAprMayJunJulAugSepOctNovDec 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%
-0.25%
1.08%
3.14%
-4.21%
0.04%
    
    
    
-3.80%
10.51%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202350AJG Arthur J Gallagher & Co1.04%$221.50$302.49$15,12536.56%9.42%
08/21/2023100BG Bunge Ltd-0.48%$112.94$84.19$8,419-25.46%5.24%
08/21/202352CAT Caterpillar Inc-3.65%$291.86$419.09$21,79343.59%13.58%
08/21/202311FICO Fair Isaac Corporation1.01%$858.05$1523.19$16,75577.52%10.44%
08/21/202320LLY Eli Lilly & Co0.08%$548.33$732.01$14,64033.50%9.12%
08/21/202325MCK McKesson Corp0.83%$420.26$687.09$17,17763.49%10.70%
08/21/202362PWR Quanta Services Inc-2.07%$222.81$378.04$23,43869.67%14.60%
08/21/2023134STLD Steel Dynamics Inc-0.49%$106.83$130.97$17,55022.60%10.93%
08/21/202313TDG TransDigm Group Inc0.06%$859.18$1400.75$18,21063.03%11.34%
08/21/20236,342Cash   0.00%1.00€1.00€6,342€0.00%4.62%
EUR/USD: 1.16890    GBP/EUR: 1.1500 Portfolio Value: $160,520 137,326€ 100%

 # PerformanceRoma01S&P500
Return:
37.33%
49.09%
Annualized Return:16.81%21.61%
Std (Volatility):17.3114.59
Sharpe:0.741.21
Beta:0.511.00
Jensen Alpha:0.380.00
Drawdown:20.4618.46



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