18.79% Return, Roma08 portfolio on Bolsia.com

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# Roma08 Portfolio Currency:EURTop 25: 1507

Start:	09/25/2023		Day Return:	-0.10%		Day Rank:	1798
Days:	723		Month Return:	-0.17%		Month Rank:	1824
Last:	2025-07-24		Year Return:	0.00%		Year Rank:	1832
Visits:	486		All Time Return:	18.79%		All Time Rank:	1091

	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%	-0.17%				-0.33%	12.43%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/25/2023	71	IBM	1.10%	$146.79	$256.28	$18,196	74.59%	13.01%
09/25/2023	149	MS	0.16%	$82.71	$156.63	$23,338	89.36%	16.69%
09/25/2023	285	NEE	-0.20%	$68.24	$71.53	$20,386	4.82%	14.58%
09/25/2023	196	NKE	0.04%	$86.04	$73.07	$14,322	-15.08%	10.24%
09/25/2023	363	PRX.AS	1.85%	27.58�	55.45�	20,128�	101.04%	16.95%
09/25/2023	141	SAN.PA	-1.47%	102.60�	79.57�	11,219�	-22.44%	9.45%
10/03/2024	14	SPGI	-0.04%	$505.97	$543.90	$7,615	7.50%	5.45%
09/25/2023	172	UPS	-0.39%	$131.15	$84.04	$14,455	-35.92%	10.34%
09/25/2023	3,912	Cash	0.00%	1.00�	1.00�	3,912�	0.00%	3.30%
EUR/USD: 1.17792 GBP/EUR: 1.1600				Portfolio Value:		$139,844	118,721�	100%

# Performance	Roma08	S&P500
Return:	18.72%	53.14%
Annualized Return:	8.98%	23.82%
Std (Volatility):	15.61	14.56
Sharpe:	0.32	1.36
Beta:	0.47	1.00
Jensen Alpha:	-0.43	0.00
Drawdown:	21.21	18.46

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