28.25% Return, Roma08 portfolio on Bolsia.com

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# Roma08 Portfolio Currency:EURTop 25: 1272

Start:	09/25/2023		Day Return:	-0.10%		Day Rank:	1855
Days:	773		Month Return:	-0.86%		Month Rank:	1552
Last:	2025-09-22		Year Return:	0.00%		Year Rank:	1585
Visits:	547		All Time Return:	28.25%		All Time Rank:	936

	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%	-0.85%		7.68%	15.54%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
09/25/2023	71	IBM	-1.29%	$146.79	$300.80	$21,357	104.92%	14.49%
09/25/2023	149	MS	0.21%	$82.71	$163.99	$24,435	98.26%	16.58%
09/25/2023	285	NEE	-0.10%	$68.24	$81.69	$23,282	19.71%	15.80%
09/25/2023	196	NKE	-2.27%	$86.04	$61.23	$12,001	-28.84%	8.14%
09/25/2023	328	PRX.AS	-0.57%	27.58�	59.72�	19,588�	116.52%	15.27%
09/25/2023	141	SAN.PA	-0.56%	102.60�	86.40�	12,182�	-15.79%	9.50%
10/03/2024	14	SPGI	0.52%	$505.97	$499.60	$6,994	-1.26%	4.75%
09/25/2023	172	UPS	-0.87%	$131.15	$93.27	$16,042	-28.88%	10.89%
09/25/2023	5,886	Cash	0.00%	1.00�	1.00�	5,886�	0.00%	4.59%
EUR/USD: 1.14900 GBP/EUR: 1.1300				Portfolio Value:		$147,378	128,267�	100%

# Performance	Roma08	S&P500
Return:	28.27%	57.37%
Annualized Return:	12.39%	23.70%
Std (Volatility):	15.48	14.31
Sharpe:	0.54	1.38
Beta:	0.47	1.00
Jensen Alpha:	-0.09	0.00
Drawdown:	21.21	18.46

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