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 # Cmomentum25 Portfolio       Currency:EURTop 25: 1048
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
-0.10%
Day Rank:1814
Days: 542 Month Return:
1.29%
Month Rank:1669
Last:2025-01-03 Year Return:
0.00%
Year Rank:1615
Visits:930 All Time Return:
15.33%
All Time Rank:526


 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%
1.16%
    
    
    
    
    
    
    
-9.19%
-3.70%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.-3.15%$225.54$198.77$6,559-11.87%5.06%
03/04/202420AMAT Applied Materials Inc-0.32%$210.72$154.68$3,094-26.59%2.39%
04/29/2024180ANTO.L Antofagasta1.64%£22.60£17.13£3,607-24.24%3.13%
04/11/20241,200BPE.MI Banca Pop Emilia Romagna0.60%4.38€7.36€8,832€68.19%7.67%
03/12/202414CAT Caterpillar Inc-0.18%$336.81$323.27$4,526-4.02%3.49%
10/08/202490III.L 3i Ord0.71%£32.28£42.56£4,48231.83%3.89%
04/02/202432LEN Lennar Corp-0.90%$161.86$109.17$3,493-32.55%2.70%
09/06/20245LLY Eli Lilly & Co-0.26%$896.11$822.34$4,112-8.23%3.17%
03/25/202420LOW Lowe`s Cos Inc-0.88%$258.36$225.26$4,505-12.81%3.48%
01/22/20245LRCX Lam Research0.10%$834.91$814.17$4,071-2.48%3.14%
01/22/202416MAR Marriott International Inc-DE-0.88%$235.87$247.18$3,9554.79%3.05%
06/03/202412MSFT Microsoft Corp0.20%$414.10$436.02$5,2325.29%4.04%
08/05/202411MSI Motorola Solutions Inc-0.26%$403.41$405.35$4,4590.48%3.44%
03/25/202440MU Micron Technology Inc-0.37%$117.24$80.42$3,217-31.40%2.48%
01/03/20258MUV2.de Münchener Rück2.73%492.74€595.00€4,760€20.75%4.13%
10/22/202430NVDA NVIDIA Corp-0.59%$143.91$113.81$3,414-20.92%2.64%
04/29/202450OKE Oneok Inc-3.18%$81.47$80.15$4,008-1.62%3.09%
03/25/20244ORLY O`Reilly Automotive Inc-1.37%$1154.29$1387.03$5,54820.16%4.28%
05/13/20243,555SAB.MC Sabadell0.43%1.85€2.54€9,030€37.12%7.84%
03/25/20248SNPS Synopsys1.09%$585.87$477.78$3,822-18.45%2.95%
07/30/2024105STT State Street Corp0.04%$85.94$90.56$9,5095.37%7.34%
02/09/202420SU.PA SCHNEIDER-1.23%196.54€213.15€4,263€8.45%3.70%
09/12/202433TSLA Tesla Motors-2.42%$228.38$280.20$9,24722.69%7.14%
04/29/202411WING Wingstop Inc.-0.33%$385.39$269.22$2,961-30.14%2.29%
04/29/20243,991Cash   0.00%1.00€1.00€3,991€0.00%3.46%
EUR/USD: 1.12474    GBP/EUR: 1.1700 Portfolio Value: $129,556 115,187€ 100%

 # PerformanceCmomentum25S&P500
Return:
15.19%
26.16%
Annualized Return:9.95%16.87%
Std (Volatility):17.8315.20
Sharpe:0.330.85
Beta:0.761.00
Jensen Alpha:-0.380.00
Drawdown:23.2618.46



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