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 # Cmomentum21 Portfolio       Currency:EURTop 25: 634
Visit Cmomentum21
Look
Start:12/29/2023 Day Return:
0.00%
Day Rank:1566
Days: 498 Month Return:
3.17%
Month Rank:648
Last:2025-01-23 Year Return:
0.00%
Year Rank:1317
Visits:779 All Time Return:
25.59%
All Time Rank:348


 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%
3.10%
    
    
    
    
    
    
    
-5.34%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/11/202433AMZN Amazon.com-1.91%$186.51$186.21$6,145-0.16%4.36%
03/25/202417AXP American Express Co0.43%$226.26$278.02$4,72622.87%3.35%
03/25/20241AZO AutoZone Inc0.51%$3221.66$3774.56$3,77517.16%2.68%
11/12/2024137BMY Bristol-Myers Squibb Co-1.01%$59.60$50.06$6,858-16.01%4.86%
09/10/2024170CCH.L COCA-COLA HBC N0.84%£28.72£38.72£7,70134.82%6.14%
05/13/2024210ENR.DE Siemens Energy AG1.02%23.37€73.22€15,376€213.27%12.25%
06/11/202426FSLR First Solar Inc-2.59%$281.91$127.14$3,306-54.90%2.34%
04/09/20241,444GLEN.L Glencore0.98%£4.71£2.48£4,181-47.41%3.33%
07/05/202480HDB HDFC Bank Limited-0.01%$61.81$73.62$5,89019.11%4.18%
05/13/2024800HSBA.L HSBC2.51%£6.96£8.45£7,91121.45%6.30%
03/25/202445MU Micron Technology Inc-0.37%$117.23$80.42$3,619-31.40%2.57%
01/23/20255NFLX Netflix Inc-1.94%$974.98$1133.54$5,66816.26%4.02%
09/11/202446ORCL Oracle Corp-0.96%$156.75$149.32$6,869-4.74%4.87%
04/29/202422PGR Progressive Corp-The-0.23%$207.26$282.15$6,20736.13%4.40%
10/22/202445PHM Pulte Group Inc-0.76%$144.42$103.68$4,666-28.21%3.31%
03/18/202486PRY.MI Prysmian-0.71%48.02€50.58€4,350€5.33%3.47%
05/13/202425SU.PA SCHNEIDER-1.23%233.21€213.15€5,329€-8.60%4.25%
05/13/202445THC Tenet Healthcare Corp0.68%$125.21$149.03$6,70619.02%4.76%
05/13/202438TSLA Tesla Motors-2.42%$174.45$280.20$10,64860.62%7.55%
02/02/202419V Visa Inc0.30%$277.86$349.00$6,63125.60%4.70%
08/05/202427VMC Vulcan Materials Co1.12%$257.89$270.20$7,2954.77%5.17%
08/05/20241,423Cash   0.00%1.00€1.00€1,423€0.00%1.13%
EUR/USD: 1.12338    GBP/EUR: 1.1700 Portfolio Value: $140,989 125,504€ 100%

 # PerformanceCmomentum21S&P500
Return:
25.50%
19.13%
Annualized Return:18.08%13.66%
Std (Volatility):19.0915.62
Sharpe:0.740.62
Beta:0.811.00
Jensen Alpha:0.630.00
Drawdown:22.9118.46



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