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 # CMomentum23 Portfolio       Currency:EURTop 25: 104
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Start:11/25/2023 Day Return:
0.10%
Day Rank:1477
Days: 773 Month Return:
1.93%
Month Rank:378
Last:2025-12-23 Year Return:
0.00%
Year Rank:366
Visits:1428 All Time Return:
75.45%
All Time Rank:305


 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%
9.18%
4.87%
5.44%
0.19%
10.94%
2.68%
0.27%
4.08%
40.32%
16.67%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024387ACA.PA Credit Agricole1.37%15.70€17.80€6,889€13.37%3.92%
07/23/202520AVGO Broadcom Inc0.44%$278.98$347.59$6,95224.59%3.39%
11/12/2024138CNX CNX Resources Corp.-0.84%$38.68$36.46$5,031-5.75%2.45%
07/23/202514COIN Coinbase Global4.59%$406.65$236.53$3,311-41.83%1.61%
04/02/202445DIS Walt Disney Co-The-1.67%$120.92$111.87$5,034-7.48%2.45%
06/03/2024736FRES.L Fresnillo0.54%£6.25£33.64£28,473438.39%16.20%
04/11/20241,100GLEN.L Glencore0.55%£4.70£4.11£5,202-12.43%2.96%
01/23/202599GLW Corning Inc3.55%$54.05$90.67$8,97667.74%4.37%
04/29/202426GOOG Google Inc0.48%$170.62$315.32$8,19884.81%4.00%
06/03/2024188IDR.MC Indra2.18%21.49€49.74€9,351€131.43%5.32%
01/23/202566INSM Insmed Incorporated-3.99%$77.95$70.64$4,662-9.38%2.27%
01/23/202533JBL Jabil Circuit5.43%$169.72$240.39$7,93341.64%3.87%
08/05/202410LMT Lockheed Martin Corp2.79%$542.55$497.16$4,972-8.37%2.42%
10/04/202477LRCX Lam Research8.11%$126.87$185.06$14,25045.86%6.94%
10/08/20247META Meta-1.47%$590.12$650.74$4,55510.27%2.22%
09/11/2024900MKS.L Marks & Spencer-0.52%£3.54£3.29£3,401-7.14%1.93%
09/06/202412MSI Motorola Solutions Inc-0.58%$435.91$381.10$4,573-12.57%2.23%
10/22/20246NFLX Netflix Inc-3.64%$773.00$1112.68$6,67643.94%3.25%
07/22/202530NVDA NVIDIA Corp1.26%$172.24$188.81$5,6649.62%2.76%
07/05/202433ORCL Oracle Corp0.40%$144.83$195.68$6,45735.11%3.15%
01/23/202515PWR Quanta Services Inc4.21%$356.63$439.83$6,59723.33%3.22%
04/29/20242,700SAB.MC Sabadell1.90%1.70€3.43€9,261€101.48%5.27%
07/21/202520SAF.PA Safran3.30%283.68€306.70€6,134€8.11%3.49%
03/15/202444THC Tenet Healthcare Corp0.37%$100.16$199.45$8,77699.14%4.28%
01/23/202530VST Vistra2.42%$192.12$165.23$4,957-14.00%2.42%
01/23/20256,357Cash   0.00%1.00€1.00€6,357€0.00%3.62%
EUR/USD: 1.16731    GBP/EUR: 1.1500 Portfolio Value: $205,204 175,792€ 100%

 # PerformanceCMomentum23S&P500
Return:
75.79%
50.34%
Annualized Return:30.43%21.17%
Std (Volatility):15.2214.03
Sharpe:1.741.22
Beta:0.591.00
Jensen Alpha:1.630.00
Drawdown:1718.46



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