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 # Cmomentum25 Portfolio       Currency:EURTop 25: 798
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
0.00%
Day Rank:1956
Days: 767 Month Return:
4.08%
Month Rank:319
Last:2025-07-22 Year Return:
0.00%
Year Rank:1263
Visits:1285 All Time Return:
44.20%
All Time Rank:553


 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%
15.64%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.0.54%$225.54$273.67$9,03121.34%5.35%
07/22/202554ATI Allegheny Technologies Inc3.21%$92.91$113.22$6,11421.86%3.62%
07/21/202512COIN Coinbase Global2.47%$427.29$245.12$2,941-42.63%1.74%
07/21/2025500HSBA.L HSBC1.44%£9.36£11.65£6,64124.46%4.61%
10/08/202490III.L 3i Ord-0.12%£32.28£32.67£3,3521.19%2.32%
09/06/20245LLY Eli Lilly & Co1.38%$896.11$1070.55$5,35319.47%3.17%
03/25/202420LOW Lowe`s Cos Inc-2.93%$258.36$240.51$4,810-6.91%2.85%
10/04/202450LRCX Lam Research4.60%$100.66$172.23$8,61271.10%5.10%
01/22/202416MAR Marriott International Inc-DE1.09%$235.87$310.15$4,96231.49%2.94%
06/03/202412MSFT Microsoft Corp0.40%$414.10$486.06$5,83317.38%3.45%
08/05/202411MSI Motorola Solutions Inc-1.01%$403.41$369.89$4,069-8.31%2.41%
03/25/202440MU Micron Technology Inc6.99%$117.24$265.94$10,638126.84%6.30%
01/03/20258MUV2.de Münchener Rück-0.29%492.74€556.20€4,450€12.88%3.09%
10/22/202430NVDA NVIDIA Corp3.93%$143.91$180.99$5,43025.77%3.22%
04/29/202450OKE Oneok Inc-0.03%$81.47$71.67$3,584-12.03%2.12%
07/22/202522ORCL Oracle Corp6.63%$244.22$192.32$4,231-21.25%2.51%
03/25/20244ORLY O`Reilly Automotive Inc-2.15%$1154.29$1347.64$5,39116.75%3.19%
05/13/20243,555SAB.MC Sabadell1.37%1.85€3.41€12,123€84.08%8.41%
07/22/202555SCHW Charles Schwab Corp-The1.64%$96.37$98.81$5,4352.53%3.22%
03/25/20248SNPS Synopsys1.22%$585.87$463.80$3,710-20.84%2.20%
07/30/2024145STT State Street Corp0.89%$92.18$128.50$18,63339.40%11.04%
02/09/202420SU.PA SCHNEIDER0.85%196.54€236.15€4,723€20.16%3.28%
09/12/202433TSLA Tesla Motors-0.45%$228.38$480.91$15,870110.58%9.40%
04/29/202411WING Wingstop Inc.1.83%$385.39$259.34$2,853-32.71%1.69%
04/29/20244,016Cash   0.00%1.00€1.00€4,016€0.00%2.79%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $168,832 144,198€ 100%

 # PerformanceCmomentum25S&P500
Return:
44.20%
51.49%
Annualized Return:18.97%21.79%
Std (Volatility):17.4114.05
Sharpe:0.861.27
Beta:0.771.00
Jensen Alpha:0.130.00
Drawdown:23.2618.46



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