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FTSE 10,771 -1.20% sube  
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 # Cmomentum25 Portfolio       Currency:EURTop 25: 845
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
0.19%
Day Rank:607
Days: 839 Month Return:
1.47%
Month Rank:1200
Last:2025-07-22 Year Return:
0.00%
Year Rank:1191
Visits:1433 All Time Return:
51.72%
All Time Rank:611


 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%
2026
3.69%
1.16%
0.83%
    
    
    
    
    
    
    
    
    
5.77%
-0.18%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.0.53%$225.54$265.61$8,76517.77%4.91%
07/22/202554ATI Allegheny Technologies Inc2.56%$92.91$167.77$9,06080.57%5.08%
07/21/202512COIN Coinbase Global4.32%$427.29$183.45$2,201-57.07%1.23%
07/21/2025500HSBA.L HSBC-4.42%£9.36£13.30£7,65042.13%5.02%
10/08/202490III.L 3i Ord-2.68%£32.28£32.28£3,341-0.01%2.19%
09/06/20245LLY Eli Lilly & Co-1.87%$896.11$1032.37$5,16215.21%2.89%
03/25/202420LOW Lowe`s Cos Inc-1.93%$258.36$259.47$5,1890.43%2.91%
10/04/202450LRCX Lam Research-0.88%$100.66$231.83$11,592130.31%6.50%
01/22/202416MAR Marriott International Inc-DE-1.74%$235.87$335.78$5,37242.36%3.01%
06/03/202412MSFT Microsoft Corp1.74%$414.10$399.57$4,795-3.51%2.69%
08/05/202411MSI Motorola Solutions Inc0.92%$403.41$486.68$5,35320.64%3.00%
03/25/202440MU Micron Technology Inc0.49%$117.24$414.40$16,576253.47%9.29%
01/03/20258MUV2.de Münchener Rück-0.68%492.74€551.00€4,408€11.82%2.89%
10/22/202430NVDA NVIDIA Corp3.02%$143.91$182.51$5,47526.82%3.07%
04/29/202450OKE Oneok Inc3.70%$81.47$85.83$4,2925.35%2.41%
07/22/202522ORCL Oracle Corp1.85%$244.22$148.09$3,258-39.36%1.83%
03/25/20244ORLY O`Reilly Automotive Inc-2.15%$1154.29$1347.64$5,39116.75%3.02%
05/13/20243,555SAB.MC Sabadell-1.62%1.85€3.23€11,483€74.37%7.53%
07/22/202555SCHW Charles Schwab Corp-The0.81%$96.37$95.97$5,278-0.42%2.96%
03/25/20248SNPS Synopsys1.61%$585.87$420.67$3,365-28.20%1.89%
07/30/2024145STT State Street Corp0.72%$92.18$129.55$18,78540.54%10.53%
02/09/202420SU.PA SCHNEIDER-3.23%196.54€266.95€5,339€35.83%3.50%
09/12/202433TSLA Tesla Motors-0.16%$228.38$401.92$13,26375.99%7.43%
04/29/202411WING Wingstop Inc.-4.59%$385.39$259.53$2,855-32.66%1.60%
04/29/20244,016Cash   0.00%1.00€1.00€4,016€0.00%2.63%
EUR/USD: 1.16978    GBP/EUR: 1.1500 Portfolio Value: $178,416 152,521€ 100%

 # PerformanceCmomentum25S&P500
Return:
52.52%
52.56%
Annualized Return:20.16%20.17%
Std (Volatility):17.1613.66
Sharpe:0.941.18
Beta:0.771.00
Jensen Alpha:0.370.00
Drawdown:23.2618.46



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