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 # Roma02 Portfolio       Currency:EURTop 25: 210
Visit Roma02
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Start:08/20/2023 Day Return:
-0.10%
Day Rank:1887
Days: 629 Month Return:
1.50%
Month Rank:1589
Last:2025-04-08 Year Return:
0.00%
Year Rank:1092
Visits:1046 All Time Return:
55.35%
All Time Rank:265


 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%
1.33%
    
    
    
    
    
    
    
-3.00%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-0.76%$334.39$480.80$15,86643.78%9.10%
08/21/202341AXON Taser International-1.08%$199.91$621.40$25,477210.84%14.61%
09/12/202488CTAS Cintas Corp0.13%$819.83$211.76$18,635-74.17%10.69%
08/21/202320GWW WW Grainger Inc-0.24%$759.60$1065.23$21,30540.23%12.22%
08/21/2023166MDLZ Mondelez International Inc0.07%$71.20$67.83$11,260-4.74%6.46%
08/21/202312ORLY O`Reilly Automotive Inc-1.37%$942.11$1387.03$16,64447.23%9.55%
08/21/2023125PCAR PACCAR Inc-0.50%$84.95$89.42$11,1785.26%6.41%
08/21/202380PGR Progressive Corp-The-0.23%$134.51$282.15$22,572109.76%12.94%
08/21/202340SNA Snap-On Inc-1.01%$268.91$313.73$12,54916.67%7.20%
08/21/2023120TJX TJX Cos Inc-0.21%$89.27$128.97$15,47644.48%8.88%
08/21/20233,037Cash   0.00%1.00€1.00€3,037€0.00%1.96%
EUR/USD: 1.12438    GBP/EUR: 1.1700 Portfolio Value: $174,377 155,087€ 100%

 # PerformanceRoma02S&P500
Return:
55.09%
30.05%
Annualized Return:28.95%16.44%
Std (Volatility):16.8215.02
Sharpe:1.480.83
Beta:0.401.00
Jensen Alpha:2.000.00
Drawdown:19.0818.46



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