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 # Roma02 Portfolio       Currency:EURTop 25: 1264
Visit Roma02
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:2459
Days: 953 Month Return:
-6.43%
Month Rank:890
Last:2025-08-08 Year Return:
0.00%
Year Rank:1382
Visits:1486 All Time Return:
42.26%
All Time Rank:575


 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%
1.45%
-7.85%
16.77%
2026
-0.48%
3.69%
-6.43%
    
    
    
    
    
    
    
    
    
-3.44%
-6.92%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-2.53%$334.39$436.81$14,41530.63%8.80%
08/21/202333AXON Taser International-4.56%$199.91$429.94$14,188115.07%8.66%
09/12/2024112CTAS Cintas Corp-1.86%$692.17$165.62$18,549-76.07%11.33%
08/21/202320GWW WW Grainger Inc-0.85%$759.60$1056.43$21,12939.08%12.90%
08/21/2023166MDLZ Mondelez International Inc1.20%$71.20$58.27$9,673-18.16%5.91%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%9.88%
08/21/2023125PCAR PACCAR Inc-2.24%$84.95$112.77$14,09632.75%8.61%
08/21/202380PGR Progressive Corp-The-2.03%$134.51$198.77$15,90247.77%9.71%
08/21/202340SNA Snap-On Inc-0.80%$268.91$359.09$14,36433.54%8.77%
08/21/2023120TJX TJX Cos Inc-1.54%$89.27$155.15$18,61873.81%11.37%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%4.06%
EUR/USD: 1.15113    GBP/EUR: 1.1500 Portfolio Value: $163,755 142,256€ 100%

 # PerformanceRoma02S&P500
Return:
42.26%
46.64%
Annualized Return:14.45%15.79%
Std (Volatility):15.8313.75
Sharpe:0.660.86
Beta:0.401.00
Jensen Alpha:0.570.00
Drawdown:19.0818.46



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