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 # CMomentum23 Portfolio       Currency:EURTop 25: 525
Visit CMomentum23
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Start:11/25/2023 Day Return:
0.00%
Day Rank:1584
Days: 532 Month Return:
2.35%
Month Rank:1150
Last:2025-02-03 Year Return:
0.00%
Year Rank:851
Visits:921 All Time Return:
22.51%
All Time Rank:374


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.12%
-0.14%
4.48%
2024
1.96%
6.91%
5.01%
-2.77%
2.20%
0.46%
3.13%
-0.91%
4.08%
-0.84%
5.28%
-3.17%
22.84%
23.71%
2025
2.48%
0.00%
-3.83%
-0.99%
2.27%
    
    
    
    
    
    
    
-0.21%
-3.70%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024387ACA.PA Credit Agricole0.33%15.70€16.56€6,409€5.48%5.24%
03/25/2024200ANTO.L Antofagasta1.64%£20.13£17.13£4,007-14.93%3.27%
04/09/2024444BBVA.MC BBVA1.80%10.66€12.42€5,514€16.56%4.50%
02/09/202411BRK-B Berkshire Hathaway Inc-5.12%$397.78$512.75$5,64028.90%4.10%
02/02/202470BSX Boston Scientific Corp-0.66%$64.68$104.24$7,29761.17%5.31%
11/12/2024138CNX CNX Resources Corp.1.95%$38.68$30.89$4,263-20.15%3.10%
04/02/202445DIS Walt Disney Co-The-0.41%$120.92$92.14$4,146-23.80%3.01%
06/03/20241,000FRES.L Fresnillo1.96%£6.25£10.15£11,87662.45%9.70%
04/11/20241,100GLEN.L Glencore0.98%£4.70£2.48£3,185-47.30%2.60%
01/23/202599GLW Corning Inc-0.76%$54.05$45.42$4,497-15.97%3.27%
04/29/202426GOOG Google Inc0.14%$170.62$166.14$4,320-2.62%3.14%
06/03/2024188IDR.MC Indra0.96%21.49€29.54€5,554€37.45%4.54%
01/23/202566INSM Insmed Incorporated0.39%$77.95$72.55$4,788-6.93%3.48%
01/23/202533JBL Jabil Circuit-0.09%$169.72$150.22$4,957-11.49%3.60%
08/05/202410LMT Lockheed Martin Corp-0.26%$542.55$471.48$4,715-13.10%3.43%
01/22/20244LRCX Lam Research0.10%$834.91$814.17$3,257-2.48%2.37%
10/08/20247META Meta0.38%$590.12$599.26$4,1951.55%3.05%
09/11/2024900MKS.L Marks & Spencer-0.76%£3.54£3.79£3,9866.96%3.26%
09/06/202412MSI Motorola Solutions Inc-0.26%$435.91$405.35$4,864-7.01%3.54%
10/22/20246NFLX Netflix Inc-1.94%$773.00$1133.54$6,80146.64%4.95%
07/05/202433ORCL Oracle Corp-0.96%$144.83$149.32$4,9283.10%3.58%
01/23/202515PWR Quanta Services Inc0.46%$356.63$322.64$4,840-9.53%3.52%
04/29/20242,700SAB.MC Sabadell0.43%1.70€2.54€6,858€49.20%5.60%
03/15/202444THC Tenet Healthcare Corp0.68%$100.16$149.03$6,55748.80%4.77%
01/23/202530VST Vistra0.52%$192.12$140.09$4,203-27.08%3.06%
01/23/202520Cash   0.00%1.00€1.00€20€0.00%0.02%
EUR/USD: 1.12350    GBP/EUR: 1.1700 Portfolio Value: $137,530 122,412€ 100%

 # PerformanceCMomentum23S&P500
Return:
22.41%
24.47%
Annualized Return:14.82%16.14%
Std (Volatility):14.8315.33
Sharpe:0.730.79
Beta:0.601.00
Jensen Alpha:0.350.00
Drawdown:1718.46



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