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 # CMomentum26 Portfolio       Currency:EURTop 25: 843
Visit CMomentum26
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Start:02/18/2024 Day Return:
-0.10%
Day Rank:1902
Days: 447 Month Return:
3.47%
Month Rank:468
Last:2025-03-03 Year Return:
0.00%
Year Rank:1231
Visits:611 All Time Return:
17.53%
All Time Rank:477


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
1.67%
6.30%
-2.39%
4.59%
0.25%
0.81%
-1.73%
4.57%
-0.95%
9.08%
-0.67%
22.98%
17.08%
2025
5.95%
-2.03%
-7.03%
-4.27%
3.34%
    
    
    
    
    
    
    
-4.54%
-3.70%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/29/202417ADS.DE ADIDAS0.34%233.45€207.20€3,522€-11.24%3.00%
11/12/202412ADSK Autodesk Inc0.03%$308.26$279.96$3,360-9.18%2.55%
03/25/202427AIR.PA Airbus Group2.14%170.34€158.68€4,284€-6.85%3.65%
05/13/202430AMZN Amazon.com-1.91%$187.19$186.21$5,586-0.53%4.23%
04/29/202430AXP American Express Co0.43%$264.13$278.02$8,3415.26%6.32%
10/08/202450BABA Alibaba Group Holding Limited0.64%$110.08$126.59$6,33015.00%4.80%
03/25/202412CAT Caterpillar Inc-0.18%$358.64$323.27$3,879-9.86%2.94%
03/25/202412ETN Eaton Corp-0.38%$314.31$298.58$3,583-5.00%2.71%
06/03/2024130HPQ Hewlett-Packard-0.19%$35.42$25.91$3,368-26.85%2.55%
04/11/2024150III.L 3i Ord0.71%£28.39£42.56£7,46949.91%6.36%
08/05/202414MCD McDonald`s Corp1.21%$277.12$315.93$4,42314.00%3.35%
10/21/202422MTX.DE MTU Aero Engines AG1.38%309.70€323.80€7,124€4.55%6.07%
03/04/202450MU Micron Technology Inc-0.37%$95.20$80.42$4,021-15.52%3.05%
09/06/20248NOC Northrop Grumman Corp0.39%$519.97$493.33$3,947-5.12%2.99%
03/25/20243ORLY O`Reilly Automotive Inc-1.37%$1154.46$1387.03$4,16120.15%3.15%
04/29/202420PGR Progressive Corp-The-0.23%$207.19$282.15$5,64336.18%4.28%
07/30/2024874RIG Transocean-2.95%$5.61$2.30$2,010-58.99%1.52%
01/03/2025650RR.L Rolls Royce Holdings plc2.22%£5.85£7.83£5,95833.94%5.08%
04/02/2024900SAN.MC Santander0.57%4.54€6.37€5,733€40.41%4.88%
02/26/202418SU.PA SCHNEIDER-1.23%210.02€213.15€3,837€1.49%3.27%
05/02/202436THC Tenet Healthcare Corp0.68%$117.15$149.03$5,36527.21%4.06%
07/05/202432TSLA Tesla Motors-2.42%$250.85$280.20$8,96611.70%6.79%
03/03/202520V Visa Inc0.30%$365.57$349.00$6,980-4.53%5.29%
09/11/202458WMT Wal-Mart Stores Inc0.59%$78.02$99.34$5,76227.32%4.36%
09/11/20243,226Cash   0.00%1.00€1.00€3,226€0.00%2.75%
EUR/USD: 1.12447    GBP/EUR: 1.1700 Portfolio Value: $132,000 117,389€ 100%

 # PerformanceCMomentum26S&P500
Return:
17.39%
12.75%
Annualized Return:13.95%10.27%
Std (Volatility):19.4016.13
Sharpe:0.510.39
Beta:0.831.00
Jensen Alpha:0.480.00
Drawdown:21.7118.46



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