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 # CMomentum18 Portfolio       Currency:EURTop 25: 414
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Start:11/25/2023 Day Return:
0.00%
Day Rank:791
Days: 712 Month Return:
-0.58%
Month Rank:1301
Last:2025-01-10 Year Return:
0.00%
Year Rank:770
Visits:1212 All Time Return:
54.24%
All Time Rank:376


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.32%
-1.06%
-1.37%
4.48%
2024
6.69%
6.94%
4.40%
-4.97%
3.76%
1.22%
0.92%
-1.36%
0.62%
-0.63%
9.42%
0.96%
30.74%
23.59%
2025
2.92%
-0.51%
-9.63%
0.37%
10.40%
1.44%
4.30%
1.22%
2.64%
6.75%
-0.57%
    
19.64%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/10/2025489AAL American Airlines Group-5.17%$18.35$12.65$6,186-31.07%3.49%
05/13/202430AXP American Express Co-0.29%$243.51$360.58$10,81748.08%6.10%
05/13/20241,300BPE.MI Banca Pop Emilia Romagna-0.81%4.70€10.37€13,481€120.82%8.74%
01/10/202588BSX Boston Scientific Corp0.25%$96.64$98.84$8,6982.28%4.91%
05/13/2024641DBK.DE Deutsche Bank0.18%15.32€31.47€20,172€105.39%13.08%
06/04/2024258FRE.DE FRESENIUS-2.72%31.01€48.68€12,559€57.00%8.14%
06/04/20247LLY Eli Lilly & Co1.23%$886.48$907.55$6,3532.38%3.58%
06/11/202420MRK.DE MERCK0.85%172.57€112.75€2,255€-34.67%1.46%
06/04/202440MU Micron Technology Inc-7.10%$126.15$218.02$8,72172.83%4.92%
07/05/20249NFLX Netflix Inc-0.65%$693.13$1093.15$9,83857.71%5.55%
10/23/2024103NVDA NVIDIA Corp-3.96%$143.73$198.54$20,45038.13%11.54%
09/10/202443PM Philip Morris International Inc2.12%$127.62$147.67$6,35015.71%3.58%
08/05/202486SHAK Shake Shack0.96%$94.24$94.43$8,1210.20%4.58%
06/04/2024444SN.L Smith & Nephew plc0.43%£9.95£14.02£7,03440.84%4.56%
07/08/202433TSLA Tesla Motors-5.15%$251.42$444.19$14,65876.67%8.27%
06/04/202430TXRH Texas Roadhouse Inc0.71%$169.07$162.17$4,865-4.08%2.75%
11/20/202456WMT Wal-Mart Stores Inc0.70%$87.31$102.31$5,72917.18%3.23%
11/20/20242,332Cash   0.00%1.00€1.00€2,332€0.00%1.51%
EUR/USD: 1.14882    GBP/EUR: 1.1300 Portfolio Value: $177,227 154,269€ 100%

 # PerformanceCMomentum18S&P500
Return:
54.27%
49.20%
Annualized Return:24.85%22.73%
Std (Volatility):18.1514.45
Sharpe:1.151.30
Beta:0.801.00
Jensen Alpha:0.590.00
Drawdown:22.5818.46



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