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 # Roma11 Portfolio       Currency:EURTop 25: 1387
Visit Roma11
Look
Start:01/24/2024 Day Return:
0.00%
Day Rank:1803
Days: 525 Month Return:
-4.80%
Month Rank:1984
Last:2024-09-04 Year Return:
0.00%
Year Rank:1918
Visits:613 All Time Return:
15.17%
All Time Rank:807


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
1.15%
5.18%
6.73%
-6.80%
0.58%
1.15%
3.21%
1.53%
1.56%
5.59%
13.66%
-6.38%
28.74%
21.33%
2025
3.76%
1.04%
-6.70%
-5.26%
1.41%
-4.78%
-0.02%
    
    
    
    
    
-10.54%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/24/202439AMP Ameriprise Financial Inc1.14%$390.23$534.07$20,82936.86%15.35%
01/24/202417GWW WW Grainger Inc1.03%$876.55$1039.35$17,66918.57%13.02%
01/24/202414ORLY O`Reilly Automotive Inc-2.15%$1017.20$1347.64$18,86732.49%13.90%
01/24/2024156PCAR PACCAR Inc0.18%$100.88$95.01$14,822-5.82%10.92%
01/24/202476PGR Progressive Corp-The1.06%$179.96$266.80$20,27748.25%14.94%
01/24/202453SNA Snap-On Inc0.06%$288.03$311.21$16,4948.05%12.15%
01/24/2024166TJX TJX Cos Inc0.07%$95.42$123.46$20,49429.39%15.10%
01/24/20245,325Cash   0.00%1.00€1.00€5,325€0.00%4.62%
EUR/USD: 1.17848    GBP/EUR: 1.1700 Portfolio Value: $135,727 115,171€ 100%

 # PerformanceRoma11S&P500
Return:
15.17%
27.69%
Annualized Return:10.30%18.49%
Std (Volatility):17.1915.76
Sharpe:0.370.92
Beta:0.421.00
Jensen Alpha:0.020.00
Drawdown:19.9318.46



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