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 # Roma01 Portfolio       Currency:EURTop 25: 141
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Start:08/20/2023 Day Return:
0.00%
Day Rank:1069
Days: 483 Month Return:
-5.64%
Month Rank:1532
Last:2024-11-11 Year Return:
0.00%
Year Rank:102
Visits:589 All Time Return:
46.56%
All Time Rank:283


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
2.62%
-0.56%
-2.30%
6.52%
0.55%
6.77%
9.16%
2024
4.14%
8.93%
4.81%
-2.61%
3.96%
2.16%
2.35%
0.89%
1.32%
-0.04%
13.09%
-5.64%
37.26%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202350AJG Arthur J Gallagher & Co0.02%$221.50$284.60$14,23028.49%9.24%
08/21/2023100BG Bunge Ltd-0.01%$112.94$82.68$8,268-26.79%5.37%
08/21/202352CAT Caterpillar Inc0.00%$291.86$380.48$19,78530.36%12.85%
08/21/202311FICO Fair Isaac Corporation-0.21%$858.05$2161.40$23,775151.90%15.45%
08/21/202320LLY Eli Lilly & Co0.12%$548.33$789.34$15,78743.95%10.26%
08/21/202325MCK McKesson Corp-0.04%$420.26$576.22$14,40637.11%9.36%
08/21/202368PWR Quanta Services Inc0.01%$221.19$337.61$22,95752.63%14.91%
08/21/202397STLD Steel Dynamics Inc-0.04%$105.38$122.39$11,87216.15%7.71%
08/21/202313TDG TransDigm Group Inc0.22%$859.18$1259.72$16,37646.62%10.64%
08/21/20236,159Cash   0.00%1.00€1.00€6,159€0.00%4.20%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $153,925 146,556€ 100%

 # PerformanceRoma01S&P500
Return:
46.56%
38.74%
Annualized Return:33.41%28.01%
Std (Volatility):14.3612.27
Sharpe:2.051.96
Beta:0.611.00
Jensen Alpha:1.480.00
Drawdown:7.028.48



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