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FTSE 8,093 -0.21% sube  
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 # Roma09 Portfolio       Currency:EURTop 25: 1203
Visit Roma09
Look
Start:09/25/2023 Day Return:
0.00%
Day Rank:1294
Days: 454 Month Return:
-5.55%
Month Rank:1442
Last:2024-12-18 Year Return:
0.00%
Year Rank:1452
Visits:321 All Time Return:
6.63%
All Time Rank:987


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
1.14%
-3.05%
6.47%
5.51%
10.15%
10.20%
2024
2.81%
0.97%
3.98%
-7.69%
-1.43%
2.40%
1.11%
-1.03%
-0.99%
-1.69%
4.64%
-5.55%
-3.19%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/25/202354AMGN Amgen Inc-0.06%$267.08$263.50$14,229-1.34%12.79%
09/25/202345CAT Caterpillar Inc0.08%$273.35$366.26$16,48233.99%14.82%
09/25/202325CDI.PA Dior0.08%662.82€592.50€14,813€-10.61%13.89%
09/25/2023162COP ConocoPhillips0.00%$117.14$95.11$15,408-18.81%13.85%
09/25/2023396INTC Intel Corp0.01%$34.20$19.52$7,730-42.92%6.95%
09/25/202326INTU Intuit Inc0.14%$507.50$643.65$16,73526.83%15.04%
01/24/202436TJX TJX Cos Inc0.01%$95.46$122.01$4,39227.81%3.95%
09/25/2023420VZ Verizon Communications Inc0.00%$33.03$39.98$16,79221.05%15.09%
09/25/20233,857Cash   0.00%1.00€1.00€3,857€0.00%3.62%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $111,244 106,632€ 100%

 # PerformanceRoma09S&P500
Return:
6.63%
37.33%
Annualized Return:5.29%28.98%
Std (Volatility):14.0912.57
Sharpe:0.091.99
Beta:0.571.00
Jensen Alpha:-1.300.00
Drawdown:11.618.19



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