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 # CMomentum20 Portfolio       Currency:EURTop 25: 93
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Start:11/09/2023 Day Return:
0.00%
Day Rank:1521
Days: 442 Month Return:
8.83%
Month Rank:44
Last:2025-01-10 Year Return:
0.00%
Year Rank:44
Visits:871 All Time Return:
44.12%
All Time Rank:295


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
1.14%
-1.09%
0.04%
8.61%
2024
6.22%
8.32%
5.12%
-2.34%
3.45%
0.50%
-0.55%
-1.84%
2.25%
1.97%
6.55%
-0.61%
32.37%
23.59%
2025
8.86%
    
    
    
    
    
    
    
    
    
    
    
8.86%
3.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group0.02%157.75€164.92€6,102€4.54%4.23%
06/11/202446AMAT Applied Materials Inc-0.01%$226.19$195.49$8,993-13.57%5.99%
04/11/202430AMZN Amazon.com0.03%$186.51$235.01$7,05026.00%4.70%
03/25/2024400BBVA.MC BBVA0.00%10.85€10.34€4,136€-4.66%2.87%
05/13/20248COST Costco Wholesale Corp-0.07%$783.03$944.68$7,55720.64%5.04%
05/13/2024270ENR.DE Siemens Energy AG0.02%23.61€55.26€14,920€134.04%10.35%
05/13/2024100FORM FormFactor Inc0.01%$55.61$44.19$4,419-20.53%2.95%
04/11/20241,000FRES.L Fresnillo-0.08%£5.83£6.85£8,08317.54%5.61%
04/09/202460GOOG Google Inc-0.01%$157.66$199.99$11,99926.85%8.00%
05/13/202464GRMN Garmin Ltd.-0.02%$167.68$216.13$13,83228.89%9.22%
01/10/202527HEI.DE Heidelbergcement0.02%128.05€133.80€3,613€4.49%2.51%
09/10/20244LLY Eli Lilly & Co0.08%$906.85$753.82$3,015-16.87%2.01%
11/12/202473MS Morgan Stanley-0.01%$132.52$135.96$9,9252.60%6.62%
03/25/202484MU Micron Technology Inc0.00%$115.37$109.24$9,176-5.32%6.12%
08/05/2024121NEM Newmont Mining Corp-0.01%$45.19$41.67$5,042-7.79%3.36%
07/05/202435ORCL Oracle Corp-0.07%$144.45$184.18$6,44627.50%4.30%
04/09/20246,000SAB.MC Sabadell0.00%1.53€2.12€12,720€38.39%8.82%
10/22/2024181WMB Williams Cos Inc-The-0.02%$52.07$59.19$10,71313.67%7.14%
10/22/2024239Cash   0.00%1.00€1.00€239€0.00%0.17%
EUR/USD: 1.04056    GBP/EUR: 1.1800 Portfolio Value: $150,003 144,156€ 100%

 # PerformanceCMomentum20S&P500
Return:
44.16%
38.83%
Annualized Return:35.17%31.04%
Std (Volatility):14.1612.32
Sharpe:2.202.19
Beta:0.811.00
Jensen Alpha:0.930.00
Drawdown:12.28.19



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