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 # Roma10 Portfolio       Currency:EURTop 25: 1758
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Start:01/24/2024 Day Return:
-0.10%
Day Rank:1900
Days: 652 Month Return:
-0.97%
Month Rank:1641
Last:2025-08-08 Year Return:
0.00%
Year Rank:2323
Visits:760 All Time Return:
21.75%
All Time Rank:1217


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
1.09%
7.65%
4.99%
-4.89%
-3.05%
1.47%
3.35%
3.16%
3.34%
5.18%
16.97%
-7.92%
33.43%
21.33%
2025
4.40%
-1.74%
-5.87%
-2.40%
5.34%
-2.00%
1.55%
-3.30%
-2.20%
-1.39%
-0.95%
    
-8.73%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/24/202439AMP Ameriprise Financial Inc-0.08%$390.23$452.02$17,62915.83%12.60%
01/24/202427AXON Taser International-2.48%$256.10$709.34$19,152176.98%13.69%
09/12/2024100CTAS Cintas Corp1.14%$819.83$184.18$18,418-77.53%13.17%
01/24/202421GWW WW Grainger Inc-1.09%$890.76$955.80$20,0727.30%14.35%
08/08/202413LMT Lockheed Martin Corp-0.62%$562.65$484.92$6,304-13.82%4.51%
01/24/2024285MDLZ Mondelez International Inc-1.01%$71.33$56.10$15,989-21.35%11.43%
01/24/202414ORLY O`Reilly Automotive Inc-2.15%$1017.20$1347.64$18,86732.49%13.49%
01/24/2024202PCAR PACCAR Inc-0.55%$99.50$96.94$19,582-2.57%14.00%
01/24/20243,385Cash   0.00%1.00€1.00€3,385€0.00%2.78%
EUR/USD: 1.14879    GBP/EUR: 1.1300 Portfolio Value: $139,901 121,781€ 100%

 # PerformanceRoma10S&P500
Return:
21.78%
40.18%
Annualized Return:11.64%20.78%
Std (Volatility):17.5914.85
Sharpe:0.431.13
Beta:0.441.00
Jensen Alpha:0.030.00
Drawdown:19.0518.46



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