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 # Roma02 Portfolio       Currency:EURTop 25: 1210
Visit Roma02
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Start:08/20/2023 Day Return:
0.00%
Day Rank:2352
Days: 855 Month Return:
2.06%
Month Rank:926
Last:2025-08-08 Year Return:
0.00%
Year Rank:2511
Visits:1315 All Time Return:
48.21%
All Time Rank:493


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
1.56%
0.08%
1.69%
4.40%
3.22%
11.39%
9.16%
2024
5.53%
6.28%
5.56%
-4.62%
-1.50%
1.49%
4.43%
3.97%
2.45%
4.68%
18.26%
-7.68%
43.53%
23.59%
2025
4.84%
-0.92%
-5.58%
-2.40%
4.63%
-3.19%
2.14%
-2.67%
-1.15%
-2.92%
-1.81%
2.06%
-7.30%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc0.30%$334.39$489.00$16,13746.23%9.30%
08/21/202333AXON Taser International5.49%$199.91$594.14$19,607197.20%11.30%
09/12/2024112CTAS Cintas Corp-1.22%$692.17$187.63$21,015-72.89%12.11%
08/21/202320GWW WW Grainger Inc0.54%$759.60$1024.67$20,49334.90%11.81%
08/21/2023166MDLZ Mondelez International Inc-0.51%$71.20$54.50$9,047-23.46%5.21%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%9.32%
08/21/2023125PCAR PACCAR Inc0.06%$84.95$111.57$13,94631.33%8.04%
08/21/202380PGR Progressive Corp-The-0.26%$134.51$224.23$17,93866.70%10.34%
08/21/202340SNA Snap-On Inc0.11%$268.91$346.38$13,85528.81%7.98%
08/21/2023120TJX TJX Cos Inc-0.18%$89.27$154.59$18,55173.18%10.69%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%3.90%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $173,525 148,205€ 100%

 # PerformanceRoma02S&P500
Return:
48.21%
56.16%
Annualized Return:18.27%20.93%
Std (Volatility):16.0314.01
Sharpe:0.891.21
Beta:0.411.00
Jensen Alpha:0.730.00
Drawdown:19.0818.46



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