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 # Roma01 Portfolio       Currency:EURTop 25: 125
Visit Roma01
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Start:08/20/2023 Day Return:
0.00%
Day Rank:1470
Days: 491 Month Return:
-7.09%
Month Rank:1502
Last:2024-11-11 Year Return:
0.00%
Year Rank:98
Visits:593 All Time Return:
44.31%
All Time Rank:280


 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%
-7.09%
35.15%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202350AJG Arthur J Gallagher & Co0.04%$221.50$283.20$14,16027.85%9.41%
08/21/2023100BG Bunge Ltd0.02%$112.94$79.19$7,919-29.88%5.26%
08/21/202352CAT Caterpillar Inc0.08%$291.86$366.26$19,04625.49%12.65%
08/21/202311FICO Fair Isaac Corporation0.61%$858.05$2088.70$22,976143.42%15.26%
08/21/202320LLY Eli Lilly & Co-0.44%$548.33$768.43$15,36940.14%10.21%
08/21/202325MCK McKesson Corp0.00%$420.26$579.38$14,48537.86%9.62%
08/21/202368PWR Quanta Services Inc0.09%$221.19$328.61$22,34548.56%14.84%
08/21/202397STLD Steel Dynamics Inc0.01%$105.38$115.70$11,2239.80%7.45%
08/21/202313TDG TransDigm Group Inc0.29%$859.18$1277.14$16,60348.65%11.03%
08/21/20236,159Cash   0.00%1.00€1.00€6,159€0.00%4.27%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $150,550 144,307€ 100%

 # PerformanceRoma01S&P500
Return:
44.31%
36.03%
Annualized Return:31.27%25.65%
Std (Volatility):14.3212.47
Sharpe:1.901.74
Beta:0.611.00
Jensen Alpha:1.410.00
Drawdown:8.228.48



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