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 # CMomentum20 Portfolio       Currency:EURTop 25: 28
Visit CMomentum20
Look
Start:11/09/2023 Day Return:
0.00%
Day Rank:2298
Days: 760 Month Return:
1.47%
Month Rank:556
Last:2025-01-10 Year Return:
0.00%
Year Rank:11
Visits:1512 All Time Return:
118.13%
All Time Rank:251


 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%
10.31%
8.11%
6.67%
1.07%
11.60%
5.13%
5.06%
1.47%
64.72%
16.60%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group-0.16%157.75€196.88€7,285€24.80%3.34%
06/11/202446AMAT Applied Materials Inc-0.53%$226.19$267.87$12,32218.43%4.85%
04/11/202430AMZN Amazon.com0.18%$186.51$229.55$6,88723.07%2.71%
03/25/2024400BBVA.MC BBVA-1.15%10.85€18.86€7,544€73.89%3.46%
05/13/20248COST Costco Wholesale Corp-0.13%$783.03$894.71$7,15814.26%2.82%
05/13/2024270ENR.DE Siemens Energy AG-0.09%23.61€116.90€31,563€395.11%14.47%
05/13/2024100FORM FormFactor Inc0.17%$55.61$57.45$5,7453.32%2.26%
04/11/20241,000FRES.L Fresnillo-0.37%£5.83£27.16£30,962366.04%14.19%
04/09/202460GOOG Google Inc1.16%$157.66$322.06$19,324104.27%7.61%
05/13/202464GRMN Garmin Ltd.0.74%$167.68$203.58$13,02921.41%5.13%
01/10/202527HEI.DE Heidelbergcement1.06%128.05€218.80€5,908€70.87%2.71%
09/10/20244LLY Eli Lilly & Co-0.41%$906.85$1009.77$4,03911.35%1.59%
11/12/202473MS Morgan Stanley0.93%$132.52$176.46$12,88233.16%5.07%
03/25/202484MU Micron Technology Inc4.66%$115.37$237.16$19,921105.56%7.84%
08/05/2024121NEM Newmont Mining Corp-1.06%$45.19$89.75$10,86098.60%4.28%
07/05/202435ORCL Oracle Corp1.52%$144.45$217.60$7,61650.64%3.00%
04/09/20246,000SAB.MC Sabadell-0.76%1.53€3.26€19,560€112.81%8.97%
10/22/2024181WMB Williams Cos Inc-The-1.34%$52.07$62.79$11,36520.58%4.47%
10/22/20242,676Cash   0.00%1.00€1.00€2,676€0.00%1.23%
EUR/USD: 1.16438    GBP/EUR: 1.1400 Portfolio Value: $253,986 218,130€ 100%

 # PerformanceCMomentum20S&P500
Return:
118.13%
56.52%
Annualized Return:45.36%23.97%
Std (Volatility):18.4114.15
Sharpe:2.251.41
Beta:0.791.00
Jensen Alpha:2.560.00
Drawdown:20.0518.46



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