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 # CMomentum6 Portfolio       Currency:EURTop 25: 761
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Start:11/16/2023 Day Return:
0.27%
Day Rank:328
Days: 716 Month Return:
1.93%
Month Rank:1530
Last:2025-07-23 Year Return:
0.00%
Year Rank:1106
Visits:1251 All Time Return:
41.58%
All Time Rank:546


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
0.11%
2.28%
2.39%
5.73%
2024
3.99%
8.97%
3.71%
-3.29%
3.17%
0.69%
-1.35%
-1.62%
2.93%
-0.42%
6.98%
-4.02%
20.60%
23.59%
2025
6.45%
-3.49%
-13.11%
-1.91%
11.84%
2.69%
6.34%
-1.02%
6.26%
2.18%
    
    
14.93%
16.68%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/06/2024333AAL American Airlines Group-1.46%$17.43$12.78$4,256-26.69%2.59%
11/11/20249AXON Taser International-2.71%$620.25$739.19$6,65319.18%4.05%
01/08/202533BNTX BioNTech SE1.28%$123.44$104.63$3,453-15.24%2.10%
11/11/202412CAT Caterpillar Inc-0.40%$396.49$583.29$6,99947.11%4.26%
12/06/202417CMI Cummins Inc-0.72%$379.94$438.08$7,44715.30%4.53%
12/06/202417CRM Salesforce.com2.06%$362.41$256.63$4,363-29.19%2.66%
11/11/202450GILD Gilead Sciences Inc-0.05%$97.78$118.45$5,92321.14%3.61%
02/25/202510GS Goldman Sachs0.91%$626.97$790.01$7,90026.01%4.81%
01/08/2025233HPE Hewlett Packard Enterprise0.58%$21.95$24.41$5,68811.20%3.46%
02/25/202533IBKR Interactive Brokers Group, Inc.-1.14%$203.69$207.28$6,8401.76%4.16%
02/25/2025233INTC Intel Corp-2.85%$23.92$40.16$9,35767.88%5.70%
09/13/202444IRM Iron Mountain Inc-0.04%$117.24$101.30$4,457-13.60%2.71%
01/08/20258META Meta-11.33%$611.67$666.12$5,3298.90%3.24%
07/11/202444MS Morgan Stanley0.75%$104.40$165.24$7,27158.28%4.43%
07/23/202564NVDA NVIDIA Corp-2.00%$167.21$202.80$12,97921.29%7.90%
09/13/202435ORCL Oracle Corp-6.69%$164.15$256.89$8,99156.50%5.47%
03/26/20257RHM.DE Rheinmetall Aktie0.26%1348.13€1709.50€11,967€26.81%8.43%
01/08/202522RL Polo Ralph Lauren Corp-1.43%$241.59$323.05$7,10733.72%4.33%
03/26/2025382T AT&T Inc-1.83%$27.35$24.66$9,420-9.84%5.74%
12/06/202416TSLA Tesla Motors-4.64%$384.62$440.03$7,04014.41%4.29%
03/26/20254,333UNI.MC Unicaja Banco3.83%1.78€2.44€10,573€36.91%7.45%
11/22/202428VST Vistra-4.85%$162.09$189.63$5,31016.99%3.23%
11/22/20241,197Cash   0.00%1.00€1.00€1,197€0.00%0.84%
EUR/USD: 1.15732    GBP/EUR: 1.1400 Portfolio Value: $164,253 141,925€ 100%

 # PerformanceCMomentum6S&P500
Return:
41.93%
52.47%
Annualized Return:19.51%23.95%
Std (Volatility):19.4514.40
Sharpe:0.801.39
Beta:0.781.00
Jensen Alpha:-0.010.00
Drawdown:28.0418.46



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