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 # Roma02 Portfolio       Currency:EURTop 25: 976
Visit Roma02
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Start:08/20/2023 Day Return:
-0.10%
Day Rank:1861
Days: 809 Month Return:
-0.15%
Month Rank:844
Last:2025-08-08 Year Return:
0.00%
Year Rank:2317
Visits:1246 All Time Return:
47.67%
All Time Rank:443


 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%
-0.15%
    
-7.64%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-0.08%$334.39$452.02$14,91735.18%8.79%
08/21/202333AXON Taser International-2.48%$199.91$709.34$23,408254.83%13.80%
09/12/2024112CTAS Cintas Corp1.14%$692.17$184.18$20,628-73.39%12.16%
08/21/202320GWW WW Grainger Inc-1.09%$759.60$955.80$19,11625.83%11.27%
08/21/2023166MDLZ Mondelez International Inc-1.01%$71.20$56.10$9,313-21.21%5.49%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%9.53%
08/21/2023125PCAR PACCAR Inc-0.55%$84.95$96.94$12,11814.11%7.14%
08/21/202380PGR Progressive Corp-The2.88%$134.51$209.57$16,76655.80%9.88%
08/21/202340SNA Snap-On Inc0.28%$268.91$338.74$13,55025.97%7.99%
08/21/2023120TJX TJX Cos Inc1.18%$89.27$142.06$17,04759.14%10.05%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%3.91%
EUR/USD: 1.14900    GBP/EUR: 1.1300 Portfolio Value: $169,671 147,668€ 100%

 # PerformanceRoma02S&P500
Return:
47.67%
55.88%
Annualized Return:19.20%22.15%
Std (Volatility):16.2714.30
Sharpe:0.931.27
Beta:0.401.00
Jensen Alpha:0.790.00
Drawdown:19.0818.46



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