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 # Roma02 Portfolio       Currency:EURTop 25: 66
Visit Roma02
Look
Start:08/20/2023 Day Return:
0.00%
Day Rank:1391
Days: 491 Month Return:
-6.35%
Month Rank:1481
Last:2024-12-09 Year Return:
0.00%
Year Rank:40
Visits:936 All Time Return:
62.17%
All Time Rank:264


 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%
-6.35%
45.59%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc0.11%$334.39$532.34$17,56759.20%10.38%
08/21/202341AXON Taser International0.24%$199.91$632.68$25,940216.48%15.33%
09/12/202488CTAS Cintas Corp0.06%$819.83$186.95$16,452-77.20%9.72%
08/21/202315GWW WW Grainger Inc0.15%$704.11$1092.08$16,38155.10%9.68%
08/21/2023166MDLZ Mondelez International Inc0.00%$71.20$59.38$9,857-16.60%5.83%
08/21/202312ORLY O`Reilly Automotive Inc0.15%$942.11$1219.05$14,62929.40%8.65%
08/21/2023125PCAR PACCAR Inc0.01%$84.95$105.32$13,16523.98%7.78%
08/21/202380PGR Progressive Corp-The0.02%$134.51$240.19$19,21578.57%11.36%
08/21/202340SNA Snap-On Inc0.05%$268.91$343.71$13,74827.82%8.13%
08/21/2023120TJX TJX Cos Inc0.01%$89.27$122.01$14,64136.68%8.65%
08/21/20237,278Cash   0.00%1.00€1.00€7,278€0.00%4.49%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $169,188 162,173€ 100%

 # PerformanceRoma02S&P500
Return:
62.17%
36.03%
Annualized Return:43.14%25.65%
Std (Volatility):14.5512.50
Sharpe:2.691.73
Beta:0.451.00
Jensen Alpha:2.940.00
Drawdown:7.588.48



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