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 # CMomentum18 Portfolio       Currency:EURTop 25: 423
Visit CMomentum18
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Start:11/25/2023 Day Return:
0.00%
Day Rank:1596
Days: 757 Month Return:
3.42%
Month Rank:471
Last:2025-01-10 Year Return:
0.00%
Year Rank:748
Visits:1293 All Time Return:
58.07%
All Time Rank:383


 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%
-1.49%
3.42%
22.59%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/10/2025489AAL American Airlines Group1.09%$18.35$15.77$7,712-14.07%4.17%
05/13/202430AXP American Express Co0.26%$243.51$376.35$11,29154.55%6.10%
05/13/20241,300BPE.MI Banca Pop Emilia Romagna0.53%4.70€11.46€14,898€144.03%9.43%
01/10/202588BSX Boston Scientific Corp-0.52%$96.64$95.58$8,411-1.10%4.54%
05/13/2024641DBK.DE Deutsche Bank2.51%15.32€32.61€20,903€112.83%13.22%
06/04/2024258FRE.DE FRESENIUS1.10%31.01€47.95€12,371€54.64%7.83%
06/04/20247LLY Eli Lilly & Co1.38%$886.48$1070.55$7,49420.76%4.05%
06/11/202420MRK.DE MERCK-0.21%172.57€118.85€2,377€-31.13%1.50%
06/04/202440MU Micron Technology Inc6.99%$126.15$265.94$10,638110.82%5.75%
07/05/20249NFLX Netflix Inc-3.64%$693.13$1112.68$10,01460.53%5.41%
10/23/2024103NVDA NVIDIA Corp3.93%$143.73$180.99$18,64225.92%10.07%
09/10/202443PM Philip Morris International Inc-0.30%$127.62$156.88$6,74622.92%3.64%
08/05/202486SHAK Shake Shack-0.76%$94.24$85.73$7,373-9.03%3.98%
06/04/2024444SN.L Smith & Nephew plc0.24%£9.95£12.29£6,22123.46%3.94%
07/08/202433TSLA Tesla Motors-0.45%$251.42$480.91$15,87091.28%8.58%
06/04/202430TXRH Texas Roadhouse Inc0.87%$169.07$175.80$5,2743.98%2.85%
11/20/202456WMT Wal-Mart Stores Inc-0.41%$87.31$114.45$6,40931.08%3.46%
11/20/20242,332Cash   0.00%1.00€1.00€2,332€0.00%1.48%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $185,071 158,067€ 100%

 # PerformanceCMomentum18S&P500
Return:
58.07%
49.47%
Annualized Return:24.67%21.35%
Std (Volatility):17.9414.14
Sharpe:1.151.23
Beta:0.801.00
Jensen Alpha:0.680.00
Drawdown:22.5818.46



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