28.31% Return, Roma08 portfolio on Bolsia.com

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# Roma08 Portfolio Currency:EURTop 25: 1226

Start:	09/25/2023		Day Return:	0.00%		Day Rank:	2077
Days:	811		Month Return:	-0.35%		Month Rank:	1490
Last:	2025-12-09		Year Return:	0.00%		Year Rank:	1598
Visits:	596		All Time Return:	28.31%		All Time Rank:	958

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2023									-1.74%	-4.76%	5.13%	1.52%	-0.13%	10.20%
2024	0.53%	-0.94%	3.94%	0.00%	2.82%	-3.57%	5.10%	2.95%	5.95%	-1.93%	6.09%	-2.56%	19.27%	23.59%
2025	4.25%	1.58%	-8.03%	-8.31%	4.71%	3.41%	2.73%	0.51%	2.38%	6.25%	-0.46%	-0.35%	7.72%	16.23%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/25/2023	71	IBM	-0.48%	$146.79	$309.25	$21,957	110.68%	14.58%
09/25/2023	131	MS	-1.04%	$82.71	$178.44	$23,376	115.73%	15.52%
09/25/2023	285	NEE	0.54%	$68.24	$81.68	$23,279	19.70%	15.45%
09/25/2023	196	NKE	-0.40%	$86.04	$67.49	$13,228	-21.56%	8.78%
09/25/2023	328	PRX.AS	0.38%	27.58�	53.25�	17,466�	93.06%	13.61%
09/25/2023	186	SAN.PA	-0.38%	98.02�	83.45�	15,522�	-14.87%	12.10%
10/03/2024	14	SPGI	0.68%	$505.97	$500.92	$7,013	-1.00%	4.66%
09/25/2023	172	UPS	0.44%	$131.15	$100.91	$17,357	-23.06%	11.52%
09/25/2023	4,859	Cash	0.00%	1.00�	1.00�	4,859�	0.00%	3.79%
EUR/USD: 1.17403 GBP/EUR: 1.1400				Portfolio Value:		$150,642	128,312�	100%

# Performance	Roma08	S&P500
Return:	28.31%	58.31%
Annualized Return:	11.80%	22.81%
Std (Volatility):	15.29	14.07
Sharpe:	0.51	1.34
Beta:	0.47	1.00
Jensen Alpha:	-0.10	0.00
Drawdown:	21.21	18.46

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