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 # Roma02 Portfolio       Currency:EURTop 25: 1123
Visit Roma02
Look
Start:08/20/2023 Day Return:
-0.60%
Day Rank:648
Days: 909 Month Return:
1.00%
Month Rank:1025
Last:2025-08-08 Year Return:
0.00%
Year Rank:1457
Visits:1403 All Time Return:
49.95%
All Time Rank:565


 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%
-7.68%
43.53%
23.59%
2025
4.84%
-0.92%
-5.58%
-2.40%
4.63%
-3.19%
2.14%
-2.67%
-1.15%
-2.92%
-1.81%
1.45%
-7.85%
16.77%
2026
-0.48%
1.00%
    
    
    
    
    
    
    
    
    
    
0.51%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/21/202333AMP Ameriprise Financial Inc-3.84%$334.39$467.07$15,41339.68%8.91%
08/21/202333AXON Taser International0.31%$199.91$435.81$14,382118.00%8.31%
09/12/2024112CTAS Cintas Corp-2.13%$692.17$196.19$21,973-71.66%12.70%
08/21/202320GWW WW Grainger Inc-7.14%$759.60$1116.50$22,33046.98%12.90%
08/21/2023166MDLZ Mondelez International Inc0.63%$71.20$61.86$10,269-13.12%5.93%
08/21/202312ORLY O`Reilly Automotive Inc-2.15%$942.11$1347.64$16,17243.05%9.34%
08/21/2023125PCAR PACCAR Inc-3.58%$84.95$124.86$15,60846.98%9.02%
08/21/202380PGR Progressive Corp-The-1.40%$134.51$205.41$16,43352.71%9.49%
08/21/202340SNA Snap-On Inc-1.08%$268.91$378.65$15,14640.81%8.75%
08/21/2023120TJX TJX Cos Inc2.28%$89.27$154.17$18,50072.71%10.69%
08/21/20235,777Cash   0.00%1.00€1.00€5,777€0.00%3.96%
EUR/USD: 1.18674    GBP/EUR: 1.1500 Portfolio Value: $173,081 145,846€ 100%

 # PerformanceRoma02S&P500
Return:
48.08%
-100.00%
Annualized Return:17.05%-100.00%
Std (Volatility):15.9364.81
Sharpe:0.82-1.60
Beta:0.021.00
Jensen Alpha:1.510.00
Drawdown:19.08100



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