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 # Roma02 Portfolio       Currency:EURTop 25: 579
Visit Roma02
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:1713
Days: 756 Month Return:
-0.42%
Month Rank:1883
Last:2025-08-08 Year Return:
0.00%
Year Rank:2006
Visits:1173 All Time Return:
53.47%
All Time Rank:312


 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%
-0.42%
    
    
    
-4.01%
11.96%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-0.78%$334.39$497.14$16,40648.67%9.11%
08/21/202333AXON Taser International0.67%$199.91$756.13$24,952278.24%13.85%
09/12/2024112CTAS Cintas Corp-1.04%$692.17$202.31$22,659-70.77%12.58%
08/21/202320GWW WW Grainger Inc-1.05%$759.60$1004.70$20,09432.27%11.16%
08/21/2023166MDLZ Mondelez International Inc-0.11%$71.20$61.98$10,289-12.95%5.71%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%8.98%
08/21/2023125PCAR PACCAR Inc0.74%$84.95$102.50$12,81320.66%7.11%
08/21/202380PGR Progressive Corp-The-0.21%$134.51$248.24$19,85984.55%11.03%
08/21/202340SNA Snap-On Inc0.48%$268.91$333.69$13,34824.09%7.41%
08/21/2023120TJX TJX Cos Inc-0.96%$89.27$139.49$16,73956.26%9.29%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%3.76%
EUR/USD: 1.17355    GBP/EUR: 1.1600 Portfolio Value: $180,109 153,473€ 100%

 # PerformanceRoma02S&P500
Return:
53.47%
51.05%
Annualized Return:22.94%22.00%
Std (Volatility):16.4514.56
Sharpe:1.151.24
Beta:0.421.00
Jensen Alpha:1.140.00
Drawdown:19.0818.46



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