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 # Cmomentum19 Portfolio       Currency:EURTop 25: 645
Visit Cmomentum19
Look
Start:12/29/2023 Day Return:
0.00%
Day Rank:2434
Days: 738 Month Return:
1.50%
Month Rank:620
Last:2025-01-10 Year Return:
0.00%
Year Rank:604
Visits:980 All Time Return:
39.09%
All Time Rank:735


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.01%
-0.01%
0.00%
2024
0.80%
7.17%
5.28%
-3.18%
4.55%
-0.60%
-0.98%
-1.24%
2.71%
-0.83%
6.03%
-4.61%
15.29%
23.71%
2025
5.09%
-3.68%
-8.26%
0.17%
7.74%
1.14%
2.82%
-1.84%
6.66%
7.87%
-0.17%
1.17%
18.87%
16.67%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
01/10/2025185AC.PA ACCOR-0.85%47.40€47.79€8,841€0.83%6.36%
07/05/202412ADBE Adobe Systems Inc0.01%$580.78$346.74$4,161-40.30%2.55%
11/12/2024200BAC Bank of America Corp1.76%$46.14$55.97$11,19421.32%6.87%
06/11/202410COST Costco Wholesale Corp-0.91%$846.61$854.75$8,5480.96%5.24%
10/22/2024139ENR.DE Siemens Energy AG1.33%36.55€122.80€17,069€235.97%12.27%
06/04/202438FSLR First Solar Inc5.02%$268.37$274.32$10,4242.22%6.40%
05/13/20241,400GLEN.L Glencore0.55%£4.76£4.11£6,621-13.53%4.76%
04/15/202455GOOG Google Inc0.48%$165.89$315.32$17,34390.07%10.64%
04/15/2024200III.L 3i Ord-1.20%£28.54£32.26£7,41913.02%5.33%
08/05/202491IRM Iron Mountain Inc0.40%$104.65$83.29$7,579-20.41%4.65%
05/13/20247KLAC KLA-Tencor Corp4.89%$715.39$1274.34$8,92078.13%5.47%
08/05/20246LMT Lockheed Martin Corp2.79%$546.84$497.16$2,983-9.08%1.83%
05/13/202444MU Micron Technology Inc10.51%$123.20$315.34$13,875155.96%8.51%
09/10/202411MUV2.de Münchener Rück-3.77%482.56€539.60€5,936€11.82%4.27%
05/13/202470OKE Oneok Inc1.14%$80.76$74.34$5,204-7.95%3.19%
01/10/202530SAP.DE SAP-3.02%246.66€201.65€6,050€-18.25%4.35%
05/13/202455THC Tenet Healthcare Corp0.37%$124.07$199.45$10,97060.76%6.73%
05/13/2024800Cash   0.00%1.00€1.00€800€0.00%0.58%
EUR/USD: 1.17195    GBP/EUR: 1.1500 Portfolio Value: $163,003 139,087€ 100%

 # PerformanceCmomentum19S&P500
Return:
39.09%
43.89%
Annualized Return:17.70%19.69%
Std (Volatility):16.2314.20
Sharpe:0.841.10
Beta:0.721.00
Jensen Alpha:0.240.00
Drawdown:21.918.46



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