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 # Cmomentum21 Portfolio       Currency:EURTop 25: 336
Visit Cmomentum21
Look
Start:12/29/2023 Day Return:
0.00%
Day Rank:2289
Days: 711 Month Return:
0.45%
Month Rank:1358
Last:2025-01-23 Year Return:
0.00%
Year Rank:685
Visits:1140 All Time Return:
62.40%
All Time Rank:334


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.01%
-0.01%
0.00%
2024
1.54%
8.07%
5.49%
-3.37%
3.06%
0.89%
2.09%
-1.06%
5.11%
-0.72%
10.07%
-1.73%
32.61%
23.59%
2025
4.84%
-4.91%
-7.44%
-0.50%
10.91%
2.30%
4.55%
-0.96%
8.33%
4.24%
0.12%
0.43%
22.46%
16.60%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/11/202433AMZN Amazon.com0.18%$186.51$229.55$7,57523.08%4.00%
03/25/202417AXP American Express Co-0.22%$226.26$370.32$6,29563.67%3.33%
03/25/20241AZO AutoZone Inc-0.46%$3221.66$3820.22$3,82018.58%2.02%
11/12/2024137BMY Bristol-Myers Squibb Co0.38%$59.60$52.15$7,145-12.51%3.78%
09/10/2024170CCH.L COCA-COLA HBC N0.05%£28.72£36.80£7,13228.13%4.39%
05/13/2024210ENR.DE Siemens Energy AG-0.09%23.37€116.90€24,549€400.15%15.12%
06/11/202426FSLR First Solar Inc0.13%$281.91$257.51$6,695-8.65%3.54%
04/09/20241,444GLEN.L Glencore-0.80%£4.71£3.80£6,261-19.18%3.86%
07/05/202480HDB HDFC Bank Limited-0.06%$61.81$70.60$5,64814.23%2.99%
05/13/2024800HSBA.L HSBC-1.15%£6.96£10.64£9,70652.91%5.98%
03/25/202445MU Micron Technology Inc4.66%$117.23$237.16$10,672102.30%5.64%
01/23/20255NFLX Netflix Inc-3.64%$974.98$1112.68$5,56314.12%2.94%
09/11/202446ORCL Oracle Corp1.52%$156.75$217.60$10,01038.82%5.29%
04/29/202422PGR Progressive Corp-The-1.85%$207.26$222.85$4,9037.52%2.59%
10/22/202445PHM Pulte Group Inc-0.70%$144.42$126.96$5,713-12.09%3.02%
03/18/202486PRY.MI Prysmian0.57%48.02€85.02€7,312€77.05%4.50%
05/13/202425SU.PA SCHNEIDER-0.86%233.21€236.00€5,900€1.20%3.63%
05/13/202445THC Tenet Healthcare Corp-1.01%$125.21$210.02$9,45167.73%5.00%
05/13/202438TSLA Tesla Motors0.10%$174.45$454.94$17,288160.79%9.14%
02/02/202419V Visa Inc1.27%$277.86$331.17$6,29219.18%3.33%
08/05/202427VMC Vulcan Materials Co0.42%$257.89$294.86$7,96114.33%4.21%
08/05/20242,782Cash   0.00%1.00€1.00€2,782€0.00%1.71%
EUR/USD: 1.16510    GBP/EUR: 1.1400 Portfolio Value: $189,180 162,372€ 100%

 # PerformanceCmomentum21S&P500
Return:
62.37%
44.11%
Annualized Return:28.21%20.60%
Std (Volatility):18.1014.38
Sharpe:1.341.15
Beta:0.811.00
Jensen Alpha:1.080.00
Drawdown:22.9118.46



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