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 # CMomentum20 Portfolio       Currency:EURTop 25: 144
Visit CMomentum20
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Start:11/09/2023 Day Return:
0.00%
Day Rank:1027
Days: 548 Month Return:
3.59%
Month Rank:402
Last:2025-01-10 Year Return:
0.00%
Year Rank:310
Visits:1017 All Time Return:
40.52%
All Time Rank:289


 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
9.09%
0.27%
-5.53%
-0.88%
3.49%
    
    
    
    
    
    
    
6.01%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group2.14%157.75€158.68€5,871€0.59%4.18%
06/11/202446AMAT Applied Materials Inc-0.32%$226.19$154.68$7,115-31.61%4.51%
04/11/202430AMZN Amazon.com-1.91%$186.51$186.21$5,586-0.16%3.54%
03/25/2024400BBVA.MC BBVA1.80%10.85€12.42€4,968€14.51%3.54%
05/13/20248COST Costco Wholesale Corp0.65%$783.03$1014.69$8,11829.58%5.14%
05/13/2024270ENR.DE Siemens Energy AG1.02%23.61€73.22€19,769€210.11%14.08%
05/13/2024100FORM FormFactor Inc-1.49%$55.61$29.81$2,981-46.39%1.89%
04/11/20241,000FRES.L Fresnillo1.96%£5.83£10.15£11,87674.16%8.46%
04/09/202460GOOG Google Inc0.14%$157.66$166.14$9,9685.38%6.31%
05/13/202464GRMN Garmin Ltd.-0.85%$167.68$190.15$12,17013.40%7.71%
01/10/202527HEI.DE Heidelbergcement0.47%128.05€179.60€4,849€40.26%3.45%
09/10/20244LLY Eli Lilly & Co-0.26%$906.85$822.34$3,289-9.32%2.08%
11/12/202473MS Morgan Stanley-0.52%$132.52$119.59$8,730-9.76%5.53%
03/25/202484MU Micron Technology Inc-0.37%$115.37$80.42$6,755-30.30%4.28%
08/05/2024121NEM Newmont Mining Corp2.93%$45.19$53.03$6,41717.34%4.06%
07/05/202435ORCL Oracle Corp-0.96%$144.45$149.32$5,2263.37%3.31%
04/09/20246,000SAB.MC Sabadell0.43%1.53€2.54€15,240€65.81%10.86%
10/22/2024181WMB Williams Cos Inc-The0.28%$52.07$60.18$10,89315.57%6.90%
10/22/2024239Cash   0.00%1.00€1.00€239€0.00%0.17%
EUR/USD: 1.12474    GBP/EUR: 1.1700 Portfolio Value: $157,896 140,384€ 100%

 # PerformanceCMomentum20S&P500
Return:
40.38%
29.39%
Annualized Return:25.30%18.69%
Std (Volatility):18.9915.21
Sharpe:1.120.97
Beta:0.811.00
Jensen Alpha:0.940.00
Drawdown:20.0518.46



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