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 # Cmomentum25 Portfolio       Currency:EURTop 25: 566
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
0.10%
Day Rank:344
Days: 781 Month Return:
1.38%
Month Rank:726
Last:2025-07-22 Year Return:
0.00%
Year Rank:708
Visits:1314 All Time Return:
46.20%
All Time Rank:563


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.26%
2.27%
2.01%
5.90%
2024
3.86%
6.61%
4.30%
-3.60%
1.73%
1.28%
0.71%
-1.61%
2.44%
-1.31%
9.59%
-1.26%
24.35%
23.71%
2025
3.49%
-2.03%
-8.01%
-3.76%
5.95%
-0.09%
7.78%
-1.38%
6.04%
4.22%
-2.14%
4.08%
13.68%
16.67%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.-0.31%$225.54$270.98$8,94220.15%5.22%
07/22/202554ATI Allegheny Technologies Inc3.89%$92.91$119.22$6,43828.32%3.76%
07/21/202512COIN Coinbase Global4.59%$427.29$236.53$2,838-44.64%1.66%
07/21/2025500HSBA.L HSBC1.53%£9.36£11.91£6,84727.22%4.68%
10/08/202490III.L 3i Ord-1.20%£32.28£32.26£3,338-0.09%2.28%
09/06/20245LLY Eli Lilly & Co0.53%$896.11$1080.35$5,40220.56%3.15%
03/25/202420LOW Lowe`s Cos Inc2.38%$258.36$246.90$4,938-4.43%2.88%
10/04/202450LRCX Lam Research8.11%$100.66$185.06$9,25383.85%5.40%
01/22/202416MAR Marriott International Inc-DE1.02%$235.87$313.31$5,01332.83%2.93%
06/03/202412MSFT Microsoft Corp-2.21%$414.10$472.93$5,67514.21%3.31%
08/05/202411MSI Motorola Solutions Inc-0.58%$403.41$381.10$4,192-5.53%2.45%
03/25/202440MU Micron Technology Inc10.51%$117.24$315.34$12,614168.98%7.36%
01/03/20258MUV2.de Münchener Rück-3.77%492.74€539.60€4,317€9.51%2.95%
10/22/202430NVDA NVIDIA Corp1.26%$143.91$188.81$5,66431.20%3.31%
04/29/202450OKE Oneok Inc1.14%$81.47$74.34$3,717-8.75%2.17%
07/22/202522ORCL Oracle Corp0.40%$244.22$195.68$4,305-19.88%2.51%
03/25/20244ORLY O`Reilly Automotive Inc-2.15%$1154.29$1347.64$5,39116.75%3.15%
05/13/20243,555SAB.MC Sabadell1.90%1.85€3.43€12,194€85.16%8.34%
07/22/202555SCHW Charles Schwab Corp-The1.69%$96.37$101.60$5,5885.42%3.26%
03/25/20248SNPS Synopsys2.28%$585.87$480.41$3,843-18.00%2.24%
07/30/2024145STT State Street Corp0.08%$92.18$129.11$18,72140.06%10.93%
02/09/202420SU.PA SCHNEIDER0.92%196.54€235.75€4,715€19.95%3.23%
09/12/202433TSLA Tesla Motors-2.59%$228.38$438.10$14,45791.83%8.44%
04/29/202411WING Wingstop Inc.7.69%$385.39$256.71$2,824-33.39%1.65%
04/29/20244,016Cash   0.00%1.00€1.00€4,016€0.00%2.75%
EUR/USD: 1.17195    GBP/EUR: 1.1500 Portfolio Value: $171,334 146,196€ 100%

 # PerformanceCmomentum25S&P500
Return:
46.20%
52.37%
Annualized Return:19.37%21.69%
Std (Volatility):17.3113.97
Sharpe:0.891.27
Beta:0.771.00
Jensen Alpha:0.180.00
Drawdown:23.2618.46



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