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 # Roma02 Portfolio       Currency:EURTop 25: 1124
Visit Roma02
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Start:08/20/2023 Day Return:
-0.60%
Day Rank:608
Days: 907 Month Return:
0.92%
Month Rank:992
Last:2025-08-08 Year Return:
0.00%
Year Rank:1460
Visits:1401 All Time Return:
49.95%
All Time Rank:564


 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%
0.81%
    
    
    
    
    
    
    
    
    
    
0.33%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-6.21%$334.39$505.52$16,68251.17%9.47%
08/21/202333AXON Taser International3.04%$199.91$447.06$14,753123.63%8.37%
09/12/2024112CTAS Cintas Corp2.34%$692.17$199.35$22,327-71.20%12.67%
08/21/202320GWW WW Grainger Inc-0.25%$759.60$1187.20$23,74456.29%13.47%
08/21/2023166MDLZ Mondelez International Inc-0.12%$71.20$60.66$10,070-14.81%5.71%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%9.18%
08/21/2023125PCAR PACCAR Inc-0.15%$84.95$127.07$15,88449.58%9.01%
08/21/202380PGR Progressive Corp-The0.51%$134.51$202.55$16,20450.58%9.20%
08/21/202340SNA Snap-On Inc2.58%$268.91$377.62$15,10540.43%8.57%
08/21/2023120TJX TJX Cos Inc-1.93%$89.27$153.22$18,38671.64%10.43%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%3.91%
EUR/USD: 1.19214    GBP/EUR: 1.1500 Portfolio Value: $176,214 147,813€ 100%

 # PerformanceRoma02S&P500
Return:
47.81%
-100.00%
Annualized Return:17.01%-100.00%
Std (Volatility):15.9564.88
Sharpe:0.82-1.60
Beta:0.021.00
Jensen Alpha:1.510.00
Drawdown:19.0818.46



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