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 # Roma02 Portfolio       Currency:EURTop 25: 79
Visit Roma02
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:1175
Days: 414 Month Return:
2.38%
Month Rank:66
Last:2024-09-12 Year Return:
0.00%
Year Rank:57
Visits:831 All Time Return:
43.21%
All Time Rank:275


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
1.56%
0.08%
1.69%
4.40%
3.22%
11.39%
9.16%
2024
5.53%
6.28%
5.56%
-4.62%
-1.50%
1.49%
4.43%
3.97%
2.45%
2.38%
    
    
28.57%
20.77%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc0.07%$334.39$486.77$16,06345.57%10.22%
08/21/202350AXON Taser International0.04%$199.91$422.16$21,108111.18%13.43%
09/12/202488CTAS Cintas Corp-0.01%$819.83$204.97$18,037-75.00%11.47%
08/21/202315GWW WW Grainger Inc-0.04%$704.11$1032.26$15,48446.61%9.85%
08/21/2023166MDLZ Mondelez International Inc0.01%$71.20$71.49$11,8670.40%7.55%
08/21/202312ORLY O`Reilly Automotive Inc0.02%$942.11$1155.52$13,86622.65%8.82%
08/21/2023125PCAR PACCAR Inc0.01%$84.95$103.43$12,92921.75%8.22%
08/21/202380PGR Progressive Corp-The0.04%$134.51$255.34$20,42789.83%12.99%
08/21/202340SNA Snap-On Inc-0.05%$268.91$286.64$11,4666.59%7.29%
08/21/2023120TJX TJX Cos Inc0.00%$89.27$114.69$13,76328.48%8.76%
08/21/20231,994Cash   0.00%1.00€1.00€1,994€0.00%1.39%
EUR/USD: 1.09765    GBP/EUR: 1.1900 Portfolio Value: $157,199 143,214€ 100%

 # PerformanceRoma02S&P500
Return:
43.21%
31.83%
Annualized Return:37.15%27.52%
Std (Volatility):11.9212.49
Sharpe:2.781.88
Beta:0.321.00
Jensen Alpha:2.560.00
Drawdown:7.588.48



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