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 # Roma08 Portfolio       Currency:EURTop 25: 468
Visit Roma08
Look
Start:09/25/2023 Day Return:
0.00%
Day Rank:1384
Days: 455 Month Return:
-2.75%
Month Rank:1133
Last:2024-11-07 Year Return:
0.00%
Year Rank:426
Visits:267 All Time Return:
18.88%
All Time Rank:508


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
-1.74%
-4.76%
5.13%
1.52%
-0.13%
10.20%
2024
0.53%
-0.94%
3.94%
0.00%
2.82%
-3.57%
5.10%
2.95%
5.95%
-1.93%
6.09%
-2.75%
19.04%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/25/202390IBM International Business Machines Corp0.01%$146.79$223.39$20,10552.19%16.21%
09/25/2023149MS Morgan Stanley0.02%$82.71$123.44$18,39349.24%14.83%
09/25/2023228NEE NextEra Energy Inc0.02%$67.25$71.68$16,3436.59%13.18%
09/25/2023196NKE NIKE, Inc.0.01%$86.04$76.96$15,084-10.55%12.16%
09/25/2023445PRX.AS Prosus0.00%27.58€39.84€17,729€44.44%14.91%
09/25/2023141SAN.PA SANOFI0.00%102.60€91.51€12,903€-10.81%10.85%
10/03/202414SPGI S&P Global0.07%$505.97$491.67$6,883-2.83%5.55%
09/25/202399UPS United Parcel Service0.02%$154.01$125.61$12,435-18.44%10.03%
09/25/20232,707Cash   0.00%1.00€1.00€2,707€0.00%2.28%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $124,025 118,882€ 100%

 # PerformanceRoma08S&P500
Return:
18.88%
37.33%
Annualized Return:14.71%28.62%
Std (Volatility):13.8312.40
Sharpe:0.771.99
Beta:0.471.00
Jensen Alpha:-0.090.00
Drawdown:9.38.19



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