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 # Roma10 Portfolio       Currency:EURTop 25: 148
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Start:01/24/2024 Day Return:
0.00%
Day Rank:1474
Days: 334 Month Return:
-6.62%
Month Rank:1489
Last:2024-12-05 Year Return:
0.00%
Year Rank:98
Visits:468 All Time Return:
35.31%
All Time Rank:309


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
1.09%
7.65%
4.99%
-4.89%
-3.05%
1.47%
3.35%
3.16%
3.34%
5.18%
16.97%
-6.62%
35.31%
22.33%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/24/202439AMP Ameriprise Financial Inc0.11%$390.23$532.34$20,76136.42%14.71%
01/24/202435AXON Taser International0.24%$256.10$632.68$22,144147.05%15.69%
09/12/2024100CTAS Cintas Corp0.06%$819.83$186.95$18,695-77.20%13.24%
01/24/202417GWW WW Grainger Inc0.15%$876.55$1092.08$18,56524.59%13.15%
08/08/202413LMT Lockheed Martin Corp0.10%$562.65$488.39$6,349-13.20%4.50%
01/24/2024285MDLZ Mondelez International Inc0.00%$71.33$59.38$16,923-16.76%11.99%
01/24/202414ORLY O`Reilly Automotive Inc0.15%$1017.20$1219.05$17,06719.84%12.09%
01/24/2024156PCAR PACCAR Inc0.01%$100.88$105.32$16,4304.40%11.64%
01/24/20244,056Cash   0.00%1.00€1.00€4,056€0.00%3.00%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $141,166 135,312€ 100%

 # PerformanceRoma10S&P500
Return:
35.31%
22.33%
Annualized Return:39.03%24.56%
Std (Volatility):16.7112.77
Sharpe:2.101.61
Beta:0.571.00
Jensen Alpha:2.330.00
Drawdown:9.668.19



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