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 # Cmomentum16 Portfolio       Currency:EURTop 25: 357
Visit Cmomentum16
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Start:12/29/2023 Day Return:
0.20%
Day Rank:216
Days: 628 Month Return:
4.66%
Month Rank:462
Last:2025-06-27 Year Return:
0.00%
Year Rank:832
Visits:797 All Time Return:
54.56%
All Time Rank:311


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.02%
0.00%
2024
3.21%
6.98%
4.81%
-3.60%
4.19%
2.92%
-0.04%
0.76%
4.64%
0.57%
8.97%
-0.89%
36.93%
23.59%
2025
6.30%
-5.41%
-8.92%
1.71%
8.96%
3.93%
4.74%
-2.36%
4.67%
    
    
    
12.91%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/08/202477AAPL Apple Inc.1.12%$214.74$236.76$18,23110.25%10.03%
04/04/2024182AFL Aflac Inc-0.66%$97.74$108.42$19,73210.92%10.85%
01/10/202575BNTX BioNTech SE1.18%$123.15$97.91$7,343-20.50%4.04%
02/19/202447CAP.PA CAP GEMINI-2.22%214.95€121.15€5,694€-43.64%3.68%
04/29/2024237ENR.DE Siemens Energy AG2.77%23.14€95.60€22,657€313.22%14.66%
04/15/202469GOOG Google Inc4.30%$165.58$251.85$17,37852.10%9.56%
01/13/2025175IONQ IONQ6.29%$27.70$59.12$10,346113.44%5.69%
08/05/2024109IRM Iron Mountain Inc3.24%$104.01$99.86$10,885-3.99%5.99%
03/04/202429META Meta1.21%$494.21$764.84$22,18054.76%12.20%
06/10/202490NVDA NVIDIA Corp-0.04%$131.88$177.78$16,00034.80%8.80%
03/25/20244ORLY O`Reilly Automotive Inc-2.15%$1154.29$1347.64$5,39116.75%2.96%
09/10/202466SY1.DE SYMRISE AG-1.42%120.70€79.38€5,239€-34.23%3.39%
05/13/202460XYL Xylem Inc0.13%$141.67$141.87$8,5120.14%4.68%
05/13/20245,361Cash   0.00%1.00€1.00€5,361€0.00%3.47%
EUR/USD: 1.17620    GBP/EUR: 1.1600 Portfolio Value: $181,812 154,576€ 100%

 # PerformanceCmomentum16S&P500
Return:
54.58%
38.96%
Annualized Return:28.75%21.04%
Std (Volatility):19.3814.94
Sharpe:1.281.14
Beta:0.781.00
Jensen Alpha:1.150.00
Drawdown:23.318.46



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