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 # Roma02 Portfolio       Currency:EURTop 25: 367
Visit Roma02
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:1508
Days: 523 Month Return:
2.89%
Month Rank:1151
Last:2024-12-09 Year Return:
0.00%
Year Rank:1150
Visits:963 All Time Return:
64.49%
All Time Rank:265


 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%
4.68%
18.26%
-7.68%
43.53%
23.59%
2025
2.87%
    
    
    
    
    
    
    
    
    
    
    
2.87%
3.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc0.03%$334.39$561.26$18,52267.84%10.82%
08/21/202341AXON Taser International-0.02%$199.91$607.20$24,895203.74%14.54%
09/12/202488CTAS Cintas Corp-0.02%$819.83$198.97$17,509-75.73%10.23%
08/21/202315GWW WW Grainger Inc0.01%$704.11$1123.58$16,85459.58%9.84%
08/21/2023166MDLZ Mondelez International Inc-0.01%$71.20$56.31$9,347-20.92%5.46%
08/21/202312ORLY O`Reilly Automotive Inc0.01%$942.11$1241.19$14,89431.75%8.70%
08/21/2023125PCAR PACCAR Inc0.00%$84.95$109.83$13,72929.29%8.02%
08/21/202380PGR Progressive Corp-The-0.04%$134.51$239.13$19,13077.78%11.17%
08/21/202340SNA Snap-On Inc-0.02%$268.91$351.60$14,06430.75%8.21%
08/21/2023120TJX TJX Cos Inc-0.01%$89.27$122.57$14,70837.31%8.59%
08/21/20237,278Cash   0.00%1.00€1.00€7,278€0.00%4.43%
EUR/USD: 1.04109    GBP/EUR: 1.1800 Portfolio Value: $171,230 164,472€ 100%

 # PerformanceRoma02S&P500
Return:
64.47%
39.54%
Annualized Return:41.42%26.12%
Std (Volatility):14.4712.54
Sharpe:2.591.76
Beta:0.441.00
Jensen Alpha:2.770.00
Drawdown:8.568.48



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