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 # CMomentum18 Portfolio       Currency:EURTop 25: 525
Visit CMomentum18
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Start:11/25/2023 Day Return:
0.00%
Day Rank:1539
Days: 585 Month Return:
1.38%
Month Rank:863
Last:2025-01-10 Year Return:
0.00%
Year Rank:910
Visits:1007 All Time Return:
34.05%
All Time Rank:372


 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%
-0.02%
    
    
    
    
    
4.00%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/10/2025489AAL American Airlines Group-0.53%$18.35$11.21$5,482-38.92%3.47%
05/13/202430AXP American Express Co0.55%$243.51$318.92$9,56830.97%6.05%
05/13/20241,300BPE.MI Banca Pop Emilia Romagna1.58%4.70€7.70€10,010€63.96%7.46%
01/10/202588BSX Boston Scientific Corp0.83%$96.64$107.41$9,45211.15%5.98%
05/13/2024641DBK.DE Deutsche Bank-3.19%15.32€25.17€16,134€64.28%12.03%
06/04/2024258FRE.DE FRESENIUS0.21%31.01€42.69€11,014€37.68%8.21%
06/04/20247LLY Eli Lilly & Co0.48%$886.48$779.16$5,454-12.11%3.45%
06/11/202420MRK.DE MERCK-2.35%172.57€110.30€2,206€-36.08%1.65%
06/04/202440MU Micron Technology Inc-1.21%$126.15$123.19$4,928-2.34%3.12%
07/05/20249NFLX Netflix Inc1.21%$693.13$1339.38$12,05493.24%7.63%
10/23/2024103NVDA NVIDIA Corp0.15%$143.73$157.87$16,2619.84%10.29%
09/10/202443PM Philip Morris International Inc0.60%$127.62$182.12$7,83142.70%4.95%
08/05/202486SHAK Shake Shack1.44%$94.24$140.51$12,08449.10%7.65%
06/04/2024444SN.L Smith & Nephew plc0.95%£9.95£11.20£5,81612.46%4.34%
07/08/202433TSLA Tesla Motors-1.84%$251.42$317.62$10,48126.33%6.63%
06/04/202430TXRH Texas Roadhouse Inc-0.18%$169.07$187.45$5,62410.87%3.56%
11/20/202456WMT Wal-Mart Stores Inc0.51%$87.31$97.76$5,47511.97%3.46%
11/20/202490Cash   0.00%1.00€1.00€90€0.00%0.07%
EUR/USD: 1.17864    GBP/EUR: 1.1700 Portfolio Value: $158,049 134,095€ 100%

 # PerformanceCMomentum18S&P500
Return:
34.09%
35.91%
Annualized Return:20.05%21.06%
Std (Volatility):18.9815.25
Sharpe:0.851.12
Beta:0.821.00
Jensen Alpha:0.210.00
Drawdown:22.5818.46



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